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Finetooth News

  • CHIEF COMPLIANCE OFFICER JOINS FINETOOTH CONSULTING ADVISORY BOARD

    APRIL 2, 2009 - Longmeadow, MA 

    Finetooth Consulting of Longmeadow, MA welcomes Maureen Maloney to advisory board.  Maureen is currently Chief Compliance Officer-Retail for Grubb & Ellis Securities, Inc.  Prior to joining Grubb & Ellis Securities, Inc., she was the President and Founder of Compliance Concierge where she provided consulting services to financial services firms.  Previously, she has served as Senior Vice President, Chief Compliance Officer and General Counsel for several independent broker-dealer firms, as well as serving a five year term as a regulator in the Los Angeles branch of Financial Industry Regulatory Authority (FINRA). Additionally, Maureen serves on the Board of Directors for the National Association of Independent Broker Dealers (NAIBD).  "Maureen brings a tremendous amount of industry knowledge to our firm and we look forward to her insight and guidance as we move forward with our initiatives," says Ryan N. Shanks, the company's CEO.  "Her understanding of the regulatory changes within our marketplace will provide an amazing perspective for our clients." 

  • FINETOOTH CONSULTING EXPANDS FOOTPRINT WITH REGIONAL DIRECTOR FROM LPL FINANCIAL

    MARCH 31, 2009 - Longmeadow, MA

    Finetooth Consulting of Longmeadow, MA welcome Ned Van Riper as Managing Director of their research based consulting firm, where he will be focused on developing profitable business solutions for financial advisors.  Mr. Van Riper will work with financial advisors who are interested in changing firms to better service their clients and to facilitate growth.

    Mr. Van Riper brings ten years of industry experience to Finetooth.  Previously, Ned was Regional Director of Branch Development with LPL Financial.  He was also a Financial Consultant with both Smith Barney and Morgan Stanley prior.

  • FINETOOTH CONSULTING ATTRACTS RUSSELL INVESTMENTS REGIONAL DIRECTOR

    MARCH 24, 2009 - Longmeadow, MA

    Finetooth Consulting of Longmeadow, MA has attracted Sara Paulson as Managing Director of their research based consulting firm, where she will be focused on developing profitable business solutions for financial advisors.  Ms. Paulson will direct all aspects of the firm’s practice leadership efforts to assist financial advisors, advisory firms and broker/dealers in building market leading financial organizations.

    Ms. Paulson has 24 years of experience in the industry, most recently with Russell Investments as a Regional Director where she was responsible for sales and producer growth while also delivering practice management strategies throughout multiple regions.

  • Finetooth Consulting Recruits Craig Katz of Discovery Database to Join Advisory Board

    AUGUST 6, 2008 - Longmeadow, MA

    Finetooth Consulting today announced that Craig Katz, National Sales Director of The Financial Information Group, Inc. has joined their advisory board.  Finetooth Consulting develops profitable business solutions for Financial Advisors and Registered Investment Advisors.  "As a national firm, we are focused on business evaluations, practice consulting and succession planning," said Ryan N. Shanks, Finetooth's Founder.   "Craig has been instrumental in the growth of The Financial Information Group and truly understands the obstacles presented when carving out your space in this marketplace."  The Financial Information Group is the provider of the Discovery database, which provides background information on registered investment advisers, registered representatives, broker/dealer firms, insurance agents, trust companies and banks.

  • Finetooth Consulting Names Advisory Board

    JULY 15, 2008 - Longmeadow, MA

    Financial Services firm announces Advisory Board members.

    Finetooth Consulting is a research based consulting firm, focused on business evaluation, practice consulting and succession planning.  They provide these services to Financial Advisors and Registered Investment Advisors.

    Ryan N. Shanks,  Founder of Finetooth Consulting is very pleased with the addition of the Advisory Board.  "This is a group of professionals who are entrepreneurial in spirit and who bring experience and knowledge to our company," states Ryan.  

    The board is made up of Sam Englebardt, Paul Lally and Mark Penske.  Sam is currently a VP with Lambert Entertainment in Los Angeles, CA focused on venture capital and private equity.  Paul is President of Gladstone Associates, an investment bank in Fort Washington, PA.  Mark is Chairman of United Advisors Wealth Management, an RIA in New York, NY.

  • National Association of Independent Broker/Dealers 2008 SPRING Technology & Compliance Symposium

    MARCH 11, 2008 - Los Angeles, CA

    Founder of Finetooth Consulting participates on Recruiting Panel.  "It is important to understand market conditions and the necessary positioning of BD’s to become more competitive in the open market."  "In order to compete, firms need to recognize the needs of financial advisors and provide customized solutions."

    Ryan N. Shanks, Founder of Finetooth Consulting