About

Kane Carlton is in the decision business. We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions to reduce costs, increase revenue and stay competitive.

What We Do

Beyond pure strategy and benchmarking, we have proprietary processes that help you execute against the work product we design. We pride ourselves on hands-on implementation in helping our clients change for the better.

Who We Are

KaneCarlton provides the breadth and depth of specialized knowledge and talent typically reserved for the largest consulting organizations, but does so at a fraction of the cost. This is accomplished through the vast network of strategic alliances developed over the past four decades. These alliances allow KaneCarlton to use the right industry experts to drill deeply into even the most specialized areas, while forgoing the overhead of supporting a large staff. This results in significant savings to our clients, while still allowing them to realize the benefits of working with the best and brightest in the business.

How we work

  1. Kane Carlton enters into each engagement with a complete description of the services provided, a defined timetable and clear deliverables.
  2. We work collaboratively with our clients striving to understand the unique culture, history, challenges and opportunities associated with their business. 
  3. We provide our clients with on going progress reports so they always know the status of each component of an engagement or project. 
  4. We provide our clients with research, analysis, benchmarking, best practices and practical experience, perspective and insight from industry experts so they can make the right decisions, the first time.

Who is Carlton?

Discover the rich history behind the KaneCarlton brand and legacy that drives the man.

Learn more

No, it’s not the doorman from the ‘70s sitcom Rhoda, or Carlton “Pudge” Fisk. Not a pack of smokes or a hotel. While Carlton is the middle name of KaneCarlton’s founder, Thomas C. Kane, that is only part of the story.

Carlton Lee Kidwell, Tom’s maternal grandfather raised ten children in the shadows of the Capitol Building in Washington DC.


Carlton Lee Kidwell, 1911

No stranger to adversity, he raised his brood through two World Wars and the Great Depression. He lost his first born, Carlton Francis in an automobile accident on Christmas Day in 1935 when his eighteen-year-old son was driving to the hospital to visit his mother, who had just given birth to his baby brother. Francis was the only one of the ten born in the hospital, the other nine born at home. This was because Francis was diagnosed with Down’s Syndrome, living only twelve short years.

Carlton Lee was determined and resilient – disciplined and trustworthy. He was a self-made man who struck out on his own at the age sixteen. He was willing to embrace new ideas and concepts as he did when he accepted a position with an innovative firm called Birdseye as they brought their cutting-edge frozen foods to the marketplace.

At KaneCarlton, we strive to live by the examples set forth by our namesakes, remembering our roots and the lessons we learned about life, community, integrity, accountability and discipline. It is these principles that guide our firm and allow us to proudly respond each and every time we are asked, “Who’s Carlton?”

Consulting Associates Team

You’re in capable hands with our team of experts.

Thomas C. Kane

Founder and Chief Transformation Strategist

Early in his career Tom’s colleagues tagged him with the moniker, Boy Wonder.  The genesis of this likely sprang from a combination of his boundless enthusiasm and never-ending quest to learn all he could about financial services.

Nearly 40 years later, Tom continues to closely examine the wealth management industry, questioning how and why things are done and more importantly, anticipating and contributing to how they will keep evolving.

In 2003, he gave up the corner office in pursuit of changing the world – or at least one little piece of it, bringing his decades of practical, hands on experience to those wondering if there is a better way.

As a result, he’s helped countless wealth management companies transform their businesses, while having a lot of fun and meeting plenty of great folks. 

He continues to marvel at the dichotomy of an industry cleaving to the foundational traditions of integrity, loyalty and personal relationships in an environment requiring fast-paced, dynamic and innovative solutions to remain relevant to consumers who seemingly have the loyalty of gnats.

And, he continues to wonder and marvel at all the possibilities life offers as he pursues his dream of sailing the seven seas on his catamaran Que Sera.

Joan M. Kane

Joan M. Kane

Affiliate

Before becoming a KaneCarlton Consulting Associate and Financial Advisor Coach, Joan Kane was the founder and director of Investment Planning Solutions, LLC (“IPS”), a financial advisory firm located in Fairfax, Virginia.

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Joan began her career with Merrill Lynch in Washington, DC and has spent more than 35 years helping clients reach their financial goals through sound, unbiased advice.

Joan has practical experience in multiple distribution channels including wirehouses, financial institutions (large and small) and managing an independent advisory enterprise. 

This hands-on know-how coupled with the expertise for handling the most volatile market shifts and economic conditions provides her with a unique perspective for successfully navigating clients and a practice through even the toughest times.

 She has managed multiple conversions and worked with a variety of broker-dealers, custodians and fintech solutions.  She has produced $1.5 million of revenue in a single year and has a deep knowledge of investment vehicles (including a strong background in fixed income).  Joan knows the industry players and can provide insight into products, services, opportunities and capability gaps.

 Joan is active in the community and recently served as Chair of the Fairfax Library Foundation Board of Directors. She served as Treasurer of the Board from 2004-2006, providing oversight and management of a multi-million dollar endowment. Joan has received numerous awards and has been nationally recognized within the financial services industry. 

She is a regular guest commentator on the local CBS television affiliate, WUSA-TV 9, providing viewers with insight into the markets, investments and the economy. She also provides financial commentary to CNBC.com

Peter van Aartrijk

Peter van Aartrijk

Affiliate

Peter van Aartrijk works with client leadership to define marketing communication strategies that translate into highly effective programs.  Peter brings 30 years of branding and communications experience meeting complex challenges …

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Peter van Aartrijk works with client leadership to define marketing communication strategies that translate into highly effective programs.

Peter brings 30 years of branding and communications experience to help meet the complex challenges our clients face in a constantly shifting business landscape. Peter’s leadership has benefited numerous national and international brands.

 Peter holds BA degrees in English and Journalism from Rutgers University and has appeared on CNN, CNBC, Fox News and other networks as well as being quoted in the Wall Street Journal, Washington Post, USA Today, Kiplinger’s Personal Finance and other national press.  

He is a frequent speaker on issues of branding and marketing and is the co-author of Zoom:  Focusing on Brand Dominance and The Powers; Ten Factors for Building an Exponentially More Powerful Brand.

Mary Beth Sullivan

Mary Beth Sullivan

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Mary Beth has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. She specializes in designing and implementing strategies for growth and improved profitability for banks, …

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Mary Beth has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. She specializes in designing and implementing strategies for growth and improved profitability for banks, thrifts, specialized financial services companies, and companies with a stake in the industry.

Formerly, Mary Beth was the Senior Managing Director at Furash & Company, Inc. and held a number of management positions at Chemical Banking Corporation in New York.

Mary Beth is a frequent speaker on topics such as strategy, competition, and best practices in U.S. financial services companies. She has a degree in Finance from Virginia Tech and an MBA from the Fuqua School of Business at Duke University.
Kip Gregory

Kip Gregory

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Kip Gregory is a specialist in creating and implementing successful business development strategies. The author of Winning Clients in a Wired World, he is recognized as one of the country’s leading authorities on improving sales productivity and creating business…

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Early in his career Tom’s colleagues tagged him with the moniker, Boy Wonder.  The genesis of this likely sprang from a combination of his boundless enthusiasm and never-ending quest to learn all he could about financial services.

Nearly 40 years later, Tom continues to closely examine the wealth management industry, questioning how and why things are done and more importantly, anticipating and contributing to how they will keep evolving.

In 2003, he gave up the corner office in pursuit of changing the world – or at least one little piece of it, bringing his decades of practical, hands-on experience to those wondering if there is a better way.

As a result, he’s helped countless wealth management companies transform their businesses while having a lot of fun and meeting plenty of great folks. 

He continues to marvel at the dichotomy of an industry cleaving to the foundational traditions of integrity, loyalty and personal relationships in an environment requiring fast-paced, dynamic and innovative solutions to remain relevant to consumers who seemingly have the loyalty of gnats.

And, he continues to wonder and marvel at all the possibilities life offers as he pursues his dream of sailing the seven seas on his catamaran Que Sera.

Les Revzon

Les Revzon

Affiliate

Les Revzon has more than 45 years’ experience in trust banking and consulting, concentrating in compliance, pension services, recordkeeping, corporate trust and personal trust. Before entering the consulting profession Les,  was Director of Compliance e…

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Les Revzon has more than 45 years’ experience in trust banking and consulting, concentrating in compliance, pension services, recordkeeping, corporate trust and personal trust.

Before entering the consulting profession Les,  was Director of Compliance at The Harcourt Group Ltd. Of New England in Boston, MA. Prior, he was Vice President & Regional Manager for Fleet National Bank; Vice President & Manager, Institutional Client Services & EB Administration for Shawmut Bank; Vice President & Manager- Trust Financial Services Group for

Chase Manhattan Bank (CT) and Manager of Pension Accounts & Trust Operations for New Britain Bank and Trust Co.

He holds a Bachelor of Science Degree in Business Management from Post College and has continued his education and training at the American Institute of Banking and the Practicing Law Institute. Further, he has the designation of Certified Consumer Compliance Officer from CLI in Washington, D.C.

Revzon has served as a trustee of the Connecticut Bankers Association; president of the Friends of the Bethany Library; chapter treasurer for B’Nai B’Rith and co-chairman of the local games committee of Special Olympics.

A native of Springfield, MA, Revzon noe resides in Marshfield, MA.

Richard Trumpler

Richard Trumpler

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Richard Trumpler is a 46 year veteran of the trust industry, known primarily for his 30 year track record of taking over 5 distressed trust companies and quickly achieving regulatory compliance and profitability. In his most recent capacity as Chief Operating Officer…

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Richard Trumpler is a 46 year veteran of the trust industry, known primarily for his 30 year track record of taking over 5 distressed trust companies and quickly achieving regulatory compliance and profitability.

In his most recent capacity as Chief Operating Officer of a privately owned trust company in New York City, he successfully implemented a Private Label Trust offering, with clients including Family Offices, Law Firms, a commercial bank and Investment Advisory firms.

 Capitalizing on 48 years in the wealth management arena, of which 46 years was in trust department management with 20 years at the “C” level, Trumpler now provides consulting services to trust companies, investment advisory firms, boards of directors and fiduciary litigation attorneys. He is a specialist in setting up and managing a private label trust services offering (PLT), and has a broad knowledge of P & L’s, cash flows, investments, and trust company mergers and acquisitions.  Trumpler is available also as an executive coach to both individuals and companies.

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