About MainStay


Experience.  Service.  Results.

MAINSTAY Consulting Group, LLC is an independent management consulting firm focused on providing financial services firms with comprehensive services to meet their ongoing business, regulatory and information technology challenges. We provide end-to-end solutions, as needed, to assist our clients from strategy through implementation.

Our principals have extensive experience in the financial services industry having served in executive roles for many industry-leading organizations, including investment advisors, broker-dealers, public accounting firms, management consulting practices and third-party service providers.

This range and depth of expertise is the foundation of our capabilities, which enables us to provide innovative solutions to our clients in the areas of:

  • Strategy and Planning
  • Product Development
  • Sales, Marketing and Distribution
  • Mutual Fund and Advisor Operations
  • Portfolio Management Support
  • Governance, Regulatory and Risk
  • Accounting and Financial Reporting
  • Business Process Design
  • Technology Strategy and Implementation
  • Project Management

Our clients include top mutual fund companies, insurance companies, banks, brokerage firms and service providers. For more information regarding our experience and capabilities, visit Our Qualifications or Contact Us.