Better Relationships. Better Decisions. Better Results.
Helping alternative investment firms turn strategic priorities into measurable results.
How We Help
Client Experience & Relationships
Strengthen client relationships, improve service delivery, and build better ways to capture and use client intelligence.
Operations & Scalability
Improve onboarding, workflows, operating models, and processes so teams can execute more effectively as the business grows.
Strategic Projects & Execution
Lead cross-functional initiatives, solve problems across teams, and provide experienced interim or fractional leadership when needed.
Bow to Stern Advisory is led by Michael Kasper, an alternative investments professional with more than 20 years of experience across client relationships, operations, technology, and investment services.
Michael has held leadership roles at J.P. Morgan, Northern Trust, Citco, Hazeltree, and the Managed Funds Association, working with investment managers and institutional clients on complex operational, client, and strategic priorities.
He holds an MBA from Columbia Business School, an MS in Finance from Northeastern University, and a BS from Boston University, and recently completed the Oxford Private Investments Programme at Saïd Business School, University of Oxford.
That combination of hands-on industry experience and perspective is what Bow to Stern brings to every engagement.
Experience That Understands the Work
Let’s Talk
If your firm is working through a client, operational, or strategic challenge, let’s start a conversation.