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 TypeTitleGroup
Private Equity 50+ BnVPMiddle Office / P&L
Private Equity 1.5 BnVPCompliance
Wealth Management 9.5 BnSr. Office Mgr / Events PlannerAdministration
Global Investment Firm 12.5 BnManaging DirectorCapital Raising / Marketing
Hedge Fund 13.5 BnAVPP&L Analyst / Operations
Prop TradingDirectorAttorney
Prop TradingVPMarketing
Top 5 Int’l BankSr. AccountantAlternative Investments
Top 5 Int’l BankSr. AccountantCDO / CLO Funds
Top 5 Int’l BankMiddle OfficeCDO / CLO Funds