Managing Principal Consultants

Craig Iskowitz

Craig is a recognized expert on fee-based advisory platforms and wealth management technology.

Collaborated on dozens of assignments with Mink Hollow Advisors since 2016.

Tim Williams

Tim is a recognized expert on wealth management corporate strategy and wealth product distribution.

Mink Hollow Advisors associate consultant since 2017.

Jennifer Maruca

Jennifer is a Wealth Management strategist and consultant. She began her career in 1994 at Merrill Lynch as a FA and subsequently spent 17 years at Morgan Stanley and predecessor firms in Training and Business Development, Technology, National Sales and the Advisory Business.

Christopher Weill

To Come

David Rossien

President at Princeton FinTech Advisors and recognized Investment Management and fintech expert.

Mink Hollow Advisors consultant and professional relationship since 2010.

Gerard Durham

Former VP and Archer IMS

Former Director of Reconciliation and Performance, Brinker Capital

Jose Pierre

  • CEO, Marketware

  • Architect of multiple B/D IA platforms

Rich Chen

Broker Dealer Legal & Regulatory Counsel

Rich Dion

  • Former CEO, Placemark (acquired by Envestnet)

  • Former CEO, multiple IM Platforms

Marketing Strategy & Practice Management Associate Consultants

Mike Byrnes

As founder, Owner and President of Byrnes Consulting, LLC he works with advisors to help them become even more successful. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness is brought to bear in MHA assignments.

Mike has worked with Mink Hollow Advisors for over 15 years.

Bill McGuire

Principal of W.M.McGuire, a full service marketing firm serving the Registered Investment Advisor (RIA) community, Bill is an experienced, results-driven, executive with expertise in marketing, advertising, public relations, new business development, sales, and event management.

Bill has worked with Mink Hollow Advisors for over 15 years.

Colin McConnell

Executive coach and former Chief Brand Officer, Prudential Financial. Colin’s expertise in marketing strategies, client experiences, and brand promises, as well as broader organizational strategic matters is leveraged in MHA assignments.

Colin has worked on various Mink Hollow Advisor related assignments since 2019.