The Weatherly Group is a provider of consulting services to a broad range of financial industry clients including hedge funds, fund of funds, institutional investors, family offices, asset managers, banks, and broker-dealers.

Our expertise lies in our ability to thoroughly understand our client’s needs, requirements and project objectives.

Our professionals span many disciplines which provides a comprehensive understanding of our client’s business issues and challenges while bringing a refined and sensible approach to financial services consulting that is focused on delivering results.

Our philosophy is to offer financial consulting services that will combine applied industry knowledge with managing projects in operations, middle office, accounting, technology implementation, risk and regulatory reporting and compliance.

We provide direct experience working with clients in all financial sectors regardless of size and scope. We bring a refined and sensible approach to financial services consulting that is focused on delivering results.

Firm Type Title Group
Private Equity 50+ Bn VP Middle Office / P&L
Private Equity 1.5 Bn VP Compliance
Wealth Management 9.5 Bn Sr. Office Mgr / Events Planner Administration
Global Investment Firm 12.5 Bn Managing Director Capital Raising / Marketing
Hedge Fund 13.5 Bn AVP P&L Analyst / Operations
Prop Trading Director Attorney
Prop Trading VP Marketing
Top 5 Int’l Bank Sr. Accountant Alternative Investments
Top 5 Int’l Bank Sr. Accountant CDO / CLO Funds
Top 5 Int’l Bank Middle Office CDO / CLO Funds
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