Strategic advisory for asset managers, fintechs, and platforms navigating the convergence of ETFs, tokenized markets, and AI-enabled product design.
The investment industry is being reshaped by forces that don’t respect traditional boundaries—generative AI, tokenized infrastructure, shifting demographics, and the unbundling of legacy distribution.
Elanpoint Advisory helps firms navigate this convergence with a rare combination of institutional operating experience and forward-looking product vision. The practice draws on nearly two decades of enterprise product leadership across global asset managers, ETF platforms, and regulated markets—now applied to the strategies, structures, and technologies defining the next era of investing.
CFA® Charterholder • Certified ETF Advisor (CETF®)
Board Member, Research Institute for Learning and Development • Former Co-Chair, NICSA International Committee • Former Member, ICI ETF Advisory Committee
Bloomberg • Yahoo Finance (Live on-air) • ETF.com • Conference Speaker
Co-inventor on a filed provisional patent related to agentic AI in wealth management
End-to-end product architecture, lifecycle governance, platform economics, and commercialization decisioning across mutual funds, ETFs, alternatives, and multi-vehicle platforms.
ETF platform buildout, launch readiness, market structure implementation, capital markets engagement, liquidity formation, and post-launch market quality support.
Product vision and roadmap for AI-native investment tools, agentic workflows, and personalization engines—designed with trust, compliance, and governance at the core.
Market-structure perspective on tokenized fund rails, digital asset wrappers, and emerging distribution infrastructure connecting traditional finance to next-gen access models.
Pricing strategy, fee/waiver discipline, seed capital prioritization, board-facing governance, and rationalization decisions that drive long-term profitability and product mix optimization.
Sales enablement architecture, competitive positioning, distribution channel strategy, and client-facing narrative development to accelerate adoption and asset growth.
Whether you’re scaling an ETF platform, exploring AI-enabled product design, or navigating a strategic inflection point—let’s find the right approach together.