New Consulting Model Aimed at Shifting Prosperity Into Significance Proves Successful
CHICAGO, Sept. 25, 2012 /PRNewswire/ — Over the past year, four seasoned executives with significant experience in the corporate, entrepreneurial, and family office sectors have been refining and implementing a bold, new way of addressing the unique needs of highly successful families, owners of closely-held businesses, and their advisors. Their unique approach has resulted in a new type of management consulting firm called Momentum Strategic Advisors, whose tagline and website domain sum up the firm’s unique positioning: Perspectives matter. (www.PerspectivesMatter.com)
Founder and CEO, Joshua Coleman, describes the primary reason for forming the firm as delivering a more holistic and customized approach for the highly specialized needs of this audience. “We saw an untapped opportunity to strategically integrate the wide breadth and often fragmented advice individuals in our professional and personal circles were receiving,” explains Coleman. “The key was capitalizing on our diverse perspectives–both among ourselves and in discussions with our clients and their advisors. We believe that there is an optimal solution to every problem–if we approach it in a holistic way and consider the perspectives of everyone at the table.”
Coleman, whose career has been focused on management consulting and wealth strategy with firms including Towers Watson, Morgan Stanley and LDS Wealth Advisors, is joined by three other experienced business leaders:
- Brian Marshall, chief strategy officer, who has nearly three decades of experience as an entrepreneur, management consultant and chief information officer. During that time he has held leadership positions with such firms as Westell Technologies Inc., CADANT, and Alliance for Strategic Advantage.
- Tim Trela, chief operating officer, who shifted his professional focus to small business development and executive coaching following a long career as a manufacturing executive. His work experience includes firms such as Inland Steel, EDS/HP and Vistage International.
- David Filkin, chief connections officer, who brings his legal expertise and family office experience to bear in developing business transactions and strategy, most notably with Duchossois Industries Inc, and Gresham Partners LLC.
The firm’s recent launch of its updated website (www.perspectivesmatter.com) is part of an overall rebranding initiative that includes a name change from Momentum Risk Management, a new logo and identity, and a trademarked tagline: PerspectivesMatter.(TM) “We’ve taken a bold step to claim this unique positioning as both our tagline and domain name because it succinctly captures the brand promise we’re so committed to keeping,” said Coleman.
About Momentum Strategic Advisors
Headquartered in Chicago, Momentum Strategic Advisors is a new breed of management consulting firm that works exclusively with successful families, business owners, and their advisors. The firm believes that sharing diverse perspectives is key to helping its clients achieve true significance, not just prosperity. The firm was founded and is led by a team of high-profile business leaders who have had successful careers as entrepreneurs, Fortune 500 executives, and leaders of family offices. Momentum helps clients set strategies, plan for succession, redefine structures, create new opportunities for growth, and enhance legacies. For more information, please visit www.perspectivesmatter.com.
Joshua Coleman, Founder & CEO, Momentum Strategic Advisors
312-957-8597 or firstname.lastname@example.org
SOURCE Momentum Strategic Advisors