Financial Services
Industry

Fintechs continue to democratize financial services for the foreseeable future and will continue to drive enterprise acquisitions.

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Financial Services

Newport partners know financial services. Our experience spans consumer, commercial and institutional segments. Our clients range from fintechs to large institutions. We’ve been in the trenches, planning, doing, and learning. We understand the economic climate and the rapid changes impacting the industry.

We can help you:

  • Align your team’s goals, strategy, and implementation plans
  • Launch cloud services; digitize products and back office operations
  • Rationalize physical and digital distribution channels
  • Manage through a financial crisis or prolonged recession
  • Form strategic partnerships; advise on M&A transactions
  • Enhance governance, risk management and regulatory reporting
  • Fill a management gap with a fractional executive

Newport’s consulting model is unique. Contact a financial services partner who will listen to you, then share what makes us different.

 

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Financial Services Partners

  • Partners By Region

Tom Lewis Headshot

Tom Lewis

Los Angeles, CA
Partner

BOD   CEO   COO

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Jonas Stiklorius Headshot

Jonas Stiklorius

Mid-Atlantic, US
Partner

BOD   CFO   COO

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Gregory Zink Headshot

Gregory Zink

Delray Beach, FL
Partner

BOD   CEO   CFO

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Jack Cahill Headshot

Jack Cahill

Minneapolis, MN
Partner

BOD   CAO   CEO

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Kevin Shane Headshot

Kevin Shane

Mid-Atlantic, US
Partner

BOD   CHRO

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David Traversi Headshot

David Traversi

San Francisco, CA
Managing Director

BOD   CEO   CFO

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Kevin Boyle Headshot

Kevin Boyle

Boston, MA
Partner

BOD

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Mark S. Dailey Headshot

Mark S. Dailey

Stamford, CT
Partner

BOD   CEO   COO

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