Kreso is a senior financial services executive and operator who has delivered change and results in senior roles through his career. Kreso delivers results for clients through a combination of CFO-anchored, fintech and transformation skills. Most recently, in the role of CAO at Corient Private Wealth, he developed finance function, integrated multiple RIA acquisitions and built out finance technology platform.  Before that, he delivered change and build out platforms and functions in senior roles with Bridgewater Associates and Deutsche Bank, and prior to that, in managerial audit and advisory roles at PricewaterhouseCoopers. Kreso holds B.A. in Economics from Hamilton College, MBA from New York University and is NY State CPA.

Russell is a technology and operations leader with nearly a decade of experience across strategy consulting, private wealth, and SaaS. He specializes in helping wealth management organizations execute transformational strategies, modernize operating models, and build scalable platforms. Most recently, he served as Vice President of Strategy and Operations at Corient Private Wealth, directing technology strategy and operations for an rapidly expanding enterprise. In this role, Russell oversaw major transformation initiatives, including insourcing IT operations, standardizing job architecture, and seamlessly integrating major RIA acquisitions. Prior to Corient, Russell spent over five years at McKinsey & Company as an Engagement Manager, delivering large-scale cost transformations that generated material value for the clients. Russell holds B.A. in Mechanical Engineering from Duke and MBA from Duke Fuqua School of Business.

Jamel is a financial services and data transformation leader with more than 20 years of experience across structured finance, operations, and technology. He specializes in helping financial institutions build the trusted data, business context, and operational foundations needed to deploy AI effectively. Most recently, he built out Billigence’s financial services practice, helping global institutions across capital markets and wealth management improve data quality, establish clear ownership, and connect governance requirements to everyday business processes. Previously, at Deutsche Bank, he led global initiatives to modernize operational workflows, strengthen controls, and scale the adoption of self-service analytics. Jamel is a CFA charterholder and holds a BBA in Finance