Conducting the Business of Your Business
Symphony Consulting LLC was founded by Jody Foster. The firm is headquartered in Atlanta and services clients across the U.S. Symphony Consulting LLC provides a flexible and cost-effective Chief Operating Officer option for investment management firms from start-up to $5B AUM.
Jody Foster, President
Jody is an investment executive with more than 20 years experience in asset and wealth management, HR consulting and regulatory and legislative affairs in the U.S. & Europe
JPMorgan Asset & Private Wealth Management
Driehaus Capital Management, International Research Manager
Burridge Growth Partners, Partner & Equity Research Analyst
Clover Capital Management, Equity Analyst
UK based Human Resources consultant to financial services firms - 2 years
Legislative and regulatory affairs - 5 years
University of Chicago, MBA, Finance & Strategy
Georgetown University, MPP, International Political Economy
Pace University, BA Political Science
Crystina Dillon, Senior Consultant
Cryss has 17 years compliance and HR experience with NYSE broker/dealers including JPMorgan Chase, UBS, HSBC and Kemper Securities. She served as Vice President/Registration Manager and is an expert in IA and BD compliance.
Shari Cown, Senior Consultant
Senior Executive with more than 15 years experience in Full Life Cycle Recruitment, Human Resources and Employee Management Training for High End Retail Companies, Corporations and Private Agencies. She spent 10 years as an Executive Recruiter at Sandy Jackson Associates.
Jeremie Bacon, Former CEO, Backstop Solutions Group, LLC
Jeremie founded Backstop Solutions Group, a leader in alternative asset management software, in 2003.
Gary DiCenzo, President and CEO, IMC Group, LLC
Gary started IMC Group, a strategic planning firm for money managers. He previously was a board director for Scout Investment Advisors, CEO of Scout Distributors & president of Scout Family of Funds.
Daniel O’Neil, Jr., EVP Futures, optionsXpress Holdings, Inc.
Dan was a founding member of XpressTrade, an online futures and forex broker that was acquired by optionsXpress.
Joseph Sutton, Managing Director, The Podolny Group
Joe manages The Podolny Group’s Chicago operations. He was an interim CFO at 2 successful turnarounds. Joe also served as the CFO at Morningstar.
James Vanke, Managing Director, North Point Retirement Consulting
James previously was a principal at Argyle Management Group & Cypress Portfolio Group. He is a CPA and an Accredited Investment Fiduciary.