CEO – Compeer Financial
“Kane Carlton wrote a comprehensive RFP, effectively evaluating the Third Party Marketing firms most fitting our profile. The process included a comprehensive written assessment and specific recommendations. Tom’s first hand knowledge of these service providers...Compeer Financial
“Tom not only impressed me with his extensive knowledge of the industry, but particularly with the thoroughness of his work. He provided us with a comprehensive plan that touched on all aspects of the wealth management business. Additionally, in presenting the...Midwest Heritage Financial Services
“KaneCarlton was an invaluable resource in not only helping me make some extremely important business and career decisions, but also at actually going beyond purely giving advice to doing the work, with an impressive attention to detail, quick turnaround and...Riggs Securities, Inc.
“When the idea of working with Tom was first broached, I was a bit hesitant and wondered if he could truly help my program. I have over 20 years of industry experience and thought I had practically seen it all. Tom worked as partner tackling jobs that I wanted to...LederMark Communications
“Banks and financial services providers will find in Tom a well-rounded consultant who can put the pieces of a complex investment platform together — sales, operations, training and supervision — and is a resourceful industry player. He also has the personal qualities...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. Founder and Owner
Thomas Kane
The Team
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- Kip Gregory
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- Richard Trumpler
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- Les Revzon
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- Mary Beth Sullivan
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- Peter van Aartrijk
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- Joan Kane