Olmstead Associates is a leading specialized consulting firm to the investment management industry. For over 20 years, Olmstead has provided consulting expertise to help investment managers plan for, select, and implement solutions. 

Consulting

Olmstead Associates

Olmstead Associates' headquarters in Boston, MA, United States

Stephen Alepa

Michael Discipio

Anthony Whitford

The Client Services and Communications team at Olmstead Associates is dedicated to enhancing client relationships and delivering clear, impactful communication. They manage client inquiries, provide strategic support, and develop tailored communication solutions to ensure clients receive top-notch service and guidance throughout their consulting journey. Their efforts aim to foster long-term partnerships and optimize the overall client experience within the investment management industry.

Client Services and Communications

The Data Analysis and Management team at Olmstead Associates is responsible for interpreting complex data sets to derive actionable insights that inform investment strategies. They ensure data integrity and oversee data governance processes, collaborating closely with other teams to optimize performance and deliver high-quality consulting solutions tailored to the investment management industry. This team plays a crucial role in leveraging data to enhance decision-making and drive business outcomes.

Data Analysis and Management

The Leadership Team at Olmstead Associates drives the strategic vision and operational excellence of the firm. Comprising key executives, including the CEO and Managing Directors, this team focuses on enhancing organizational agility, fostering innovation, and ensuring the firm delivers tailored consulting solutions that meet the evolving needs of the investment management industry. Their collaborative leadership fosters a culture of growth and excellence.

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Olmstead Associates

Org chart

Teams

Client Services and Communications

Data Analysis and Management

Leadership Team

Offices

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Olmstead Associates

Org chart

Teams

Client Services and Communications

Data Analysis and Management

Leadership Team

Offices

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