Tagline
Founder @ Hunter Ally AI | ex-Julius Baer | ex-BCG
Bio
I’m the founder of Hunter Ally AI, helping financial advisors build trust with prospects. My core challenge is: “How do you convince people to entrust their life savings with a new financial advisor?” Previously, I served as Chief of Staff to the CFO at Julius Baer, a private bank managing half a trillion dollars in assets, and as a Project Leader at BCG.
Location
New York, NY, USA
Last Active
11 days ago
Name / Logo
Elevator Pitch
70% of wealthy clients prioritize trust over performance when choosing a financial advisor. That’s why 67% of new clients come through referrals, but referrals don't scale fast. Advisors attempt cold outreach and marketing—burning through 11% of revenue, 16% of their workweek, and 99% of their emotional battery. Yet they remain deeply dissatisfied with their ROI.
HunterAlly helps RIAs build authentic trust with wealthy prospects outside their network. We achieve this through data-driven, high-touch outreach that wows prospects, combined with premium nurturing that relies on value nuggets that they don't get form their current advisor.
Industry
Finance
Website
hunterally.ai
Team Size
1-5 employees
Funding Stage
Unsure
Funding Raised
None/Bootstrapped
Annual Revenue
$0 to $100k
| Skill | Strength | Explanation |
|---|---|---|
| Finance | 90 / 100 | Extensive experience in the finance industry, including roles at Julius Baer and founding a finance-focused startup. |
| Leadership | 85 / 100 | Leadership experience as the founder of Hunter Ally AI and Chief of Staff to the CFO at Julius Baer. |
| Project Management | 80 / 100 | Project Leader at BCG, managing complex projects in a consulting environment. |
| Marketing | 75 / 100 | Experience in data-driven, high-touch outreach and premium nurturing strategies to build trust with prospects. |
Title
Chief of Staff to the CFO
Position Description
Served as Chief of Staff to the CFO at Julius Baer, a private bank managing half a trillion dollars in assets.
Accomplishment Notes
Played a key role in strategic planning and operations management at a leading private bank.
Title
Project Leader
Position Description
Led projects at BCG, focusing on strategic consulting for various clients.
Accomplishment Notes
Managed complex projects and delivered strategic insights to clients.
Title
Founder
Position Description
Founder of Hunter Ally AI, a company helping financial advisors build trust with prospects through data-driven outreach and nurturing strategies.
Accomplishment Notes
Successfully bootstrapped the company and developed innovative strategies for client acquisition in the finance industry.