cuttone. TAC
What makes us different
As owners and operators of regulated financial services firms, we've faced these same challenges firsthand. We work directly with your team to implement practical solutions and deliver results you can track.
Every organization has distinct needs, from strategic assessments and hands-on execution to ongoing advisory support. Our flexible engagement models include retainers, project-based work, and success-fee arrangements.
Founder-Led Engagement
Senior partners lead every engagement and work directly with client teams.
Operators Who Advise
We've built and run the systems we consult on. Our advice comes from firsthand operating experience.
Embedded Delivery
We integrate with your team to develop and implement practical solutions.
125+ Years of Combined Experience
Founding Partner
A dynamic and results-driven executive with extensive experience forming, managing, and operating institutional and retail broker-dealers. He has a proven track record of strategic vision, driving growth, optimizing operations, and fostering innovation. He formerly served as the Head of Trading & Brokerage and Chief Executive Officer at DriveWealth Institutional, and served on the Board of Directors for the NYSE and NYSE National.
Founding Partner
A broker-dealer operator with more than three decades of experience across NYSE floor brokerage, institutional execution, trading operations, supervisory infrastructure, and risk controls. He spent most of his career at Cuttone & Co., later advised DriveWealth Institutional, and brings hands-on knowledge of execution workflows, sales and trading, branch supervision, operational risk, and market-structure technology for regulated financial firms.
Managing Partner
A senior financial, risk, and governance leader widely recognized for strengthening operational integrity and supervisory infrastructure. He has served in senior roles at Goldman Sachs, where he co-led efforts to expand the firm's risk convergence program, and DriveWealth, where he served as Chief Risk Officer. He consistently bridges technical regulatory requirements with practical operating models that build trust and resilience.
Partner, Chief AI & Product Officer
Advises clients on product strategy, AI adoption, and technology transformation, helping teams identify where AI can deliver practical value and turn complex requirements into scalable products and workflows. She brings deep experience across product vision, technical architecture, and AI-native systems, working with clients from strategy and roadmap development through implementation and delivery.
Partner, Head of Business Strategy & Growth
An expert in FinTech go-to-market strategy, corporate development, and strategic investing. He brings extensive experience from Goldman Sachs in Investment Banking and from DriveWealth, where he led M&A and strategic investing. He advises clients on business case development, growth strategy, market expansion, strategic partnerships, and transactions.
Chief of Staff & Chief People Officer
Leads the people function for cuttone. TAC and its clients, helping organizations build and strengthen talent, compensation, performance, HR operations, and workforce strategy. She advises leadership teams on scaling their people function, improving organizational structure, developing policies and processes, and addressing the demands of growth and regulated environments. Brings 15 years of experience across fintech, financial services, and technology, including serving as a fractional Chief People Officer.
Discuss your priorities
Contact us to schedule a consultation with our team. We will discuss the scope, engagement format, and senior expertise your work requires.
Schedule a Consultation