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Henry D. Morneault

Tom Kane

Consulting Associate
Operations Strategist and Transition Expert

Henry brings over 30 years of practical experience in financial services and wealth management with an emphasis on initiating and executing transition and transformational strategies.

Having devoted the last decade exclusively in the wealth management industry as a financial executive and chief operating officer for several wealth management firms Henry has hands on knowledge of the latest and most successful ways to help wealth managers transition their practices to full-blown business enterprises. He does this by addressing scalability, organizational and infrastructure challenges, business practices, organizational effectiveness, transition planning and execution, operations oversight and strategy.