Who We Are
Career Management Advisors (CMA)
OUR CONSULTANTS: WHAT SETS US APART
Career Management Advisors, CMA Consulting, brings years of real-world actual “sat in the seat” professional experience in the financial services industry.
Linda Willis is a top-performing, outcome-driven financial services professional. With a proven track record of leading global financial services businesses, she has held senior positions at major financial institutions and distinguished herself as an astute business leader and tenacious and accomplished recruiter of top talent.
A former securities litigator with experience in corporate and employment law, Linda built a business career at global investment firms as well as launched and scaled her own independent RIA. Linda’s experience across the landscape of the financial services industry, coupled with her proficiency as a skilled negotiator and over-all business manager, ensures superior results for clients seeking an M&A, succession or transition advisor.
A graduate of Mercer University both undergrad and law school, Linda has completed advanced educational and leadership programs at both Harvard University as well as the Wharton School at the University of Pennsylvania. Her thought leadership and insightful counsel provide CMA clients with a comprehensive and holistic engagement.
Nancy Wilson is a seasoned financial services and real estate professional with over 30 years of industry expertise. Having started her career on Wall Street, she has worked with global clients in New York, San Francisco, and Boston, excelling in new business development, capital raising, and strategic growth. She has held senior roles at financial institutions like J.P. Morgan, Lehman Brothers, and Barclays, and with independent RIAs. She is currently a project consultant for CMA Advisor, assisting clients with succession and growth strategies.
A proud graduate of Boston College with an MBA in International Management & Finance from Thunderbird, Nancy’s extensive network, negotiation skills, and results-driven approach make her a valuable asset. She has been recognized as a leader, top producer, and strong collaborator in her field. Outside of her professional life, Nancy enjoys beachside walks, cycling, and building connections. She treasures quality time with her chef husband, Jim, and splits her time between Vero Beach and Nantucket.
Since 1994, Susan Danzig has been working with financial services professionals. For over 20 years, she has helped her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a result, she has guided her clients in welcoming greater income and ongoing success. In addition to her experience working with clients, she values education.
Susan is a graduate of the University of Colorado in Boulder and a Certified Business Development Coach. Through Coach U, one of the premier coach training programs in the world, she has received training in advanced group, business and personal coaching skills. Susan is also a Certified Master Neuro Linguistic Programming Practitioner through NLP of California. This training has provided her the tools to empower her client’s mindset as they grow their business. She regularly invests in post-graduate programs to further her training, knowledge and specialty areas most recently completing the Certified Exit Planning Advisor training.
A strong contributor to the community, Susan has served as a National Board Member for the Financial Planning Association. Susan’s office is in Moraga, California, and she consults with financial services professionals across the country.
OUR ADVISOR
Howard Milstein
Howard Milstein serves as Chairman of the CMA Advisory Board. Mr. Milstein is Chairman and CEO of the family’s business operations, including New York Private Bank & Trust Corporation (the holding Company for Emigrant Bank), Milstein Properties, and various Milstein Brothers operations in real estate development and management in New York and Chicago. He is a founding partner of Friedberg Milstein, an alternative asset investment manager.
For a combined service of over thirty years, Mr. Milstein has been a member of the Investment Committee for Cornell University’s multi billion dollar endowment, and has chaired its Real Estate Sub-Committee, achieving top quartile returns throughout the period. Also, he has guided the investments of the New York Blood Center’s $300 million endowment as Chairman of the Board. Mr. Milstein’s other civic and philanthropic efforts include: Chairman of the American Skin Association; Trustee and Presidential Counselor, Cornell University; and Overseer, Cornell Medical College. He is a member of the Harvard Law School Visiting Committee and the Executive Committee of the HLS Dean’s Advisory Board. Additionally, he serves on the Boards of the Thomas Jefferson Foundation in Charlottesville, Virginia, and on the Shakespeare Theater in Washington DC. Mr. Milstein received his B.A. from Cornell University and a J.D. and an M.B.A. from Harvard University
DEDICATED TO YOUR BUSINESS
Our expert team will help you
We provide a combination of valuable perspectives having built and sold RIAs, served in senior executive leadership, field management and sales roles representing global banks, brokerage and investment firms, and private wealth manager.
Retained by global financial services company ($581B in AUM) to identify candidates for entry level, lateral sales, and senior C-Suite roles in the business.
Conducted due diligence and valuation analysis of RIA seller for $113B buyer and advised on potential deal structures.
Represented a $2.8MM wire-house advisor to assess RIA options for transition to independence. Successfully matched candidate with RIA.
Conducted comprehensive review for a $3.5B independent Broker/Dealer/RIA of their wealth management business, developed and executed strategy for enhancement and growth.