Bill was the founder, CEO, Group President and Board Director of Cordium from 2001 to 2018. Cordium was a pioneer in the use of technology in GRC consulting and was acquired by ACA Group in 2018. Bill was a Partner and member of the Executive Committee of ACA Group from the acquisition of Cordium to December 31, 2018. From 2019 to early 2023 via Mulligan Ventures, he served as a consultant advising clients on the GRC sector. Bill has a BA from Boston University and JD from Cornell Law School.
Chris has over 25 years of experience including as Legal Counsel and CCO for RIA of multibillion dollar fund-of-hedge funds business. Most recently Chris was Managing Director at Kroll (formerly Duff & Phelps). Throughout his career Chris has worked closely with investment advisory clients on matters such as: establishing compliance and operations infrastructures, identifying and addressing risks and conflicts, operational due diligence, mock regulatory examinations, and preparing for and navigating regulatory examinations. He is a frequent lecturer and speaker on panels on all matters related to GRC. Chris has a BS, and MBA from American University, and JD from St. Thomas University School of Law.
Alan was most recently the CFO of Miniature Market which is an ecommerce fully owned subsidiary of Asmodee Group. From 2008 to 2018 he was the US and Software CFO of Cordium. At Cordium, Alan worked closely with the management team on private equity transactions and M&A activity engaged in by Cordium. Alan has a BSBA from Washington University in St. Louis.
Peter most recently was the Head of U.S. Compliance Consulting at Kroll (formerly Duff & Phelps). In addition, he has held numerous senior level management positions with the asset management industry, including serving as a CCO and legal counsel. Peter began his legal career in the U.S. Army JAG Corps. He holds a BBA from Loyola College and a JD with honors from Pace University School of Law.
Jacob has over 25 years of experience providing cybersecurity and IT services. Jacob was the co-founder and CEO of Proactive Technologies, an outsourced IT and cybersecurity provider to investment managers. Proactive was acquired by Abacus Group, where Jacob was a member of the leadership team. Jacob was most recently the Global Head of Customer Success & Strategy at Drawbridge Partners, a cybersecurity firm serving the investment industry. Jacob has a BA from Columbia University and maintains a Certified Information Systems Security Professional (CISSP) certification.
Charlesbank is a leading private equity firm with a 25-year track record of partnering with management to support the growth of business services and technology companies. Charlesbank, which initially oversaw private investments inside the Harvard University endowment, has raised over $15 billion in capital since becoming an independent firm in 1998.
Roger founded and served as CEO at Ankura Consulting Group in Washington, DC. from 2014 until 2020. He has over 20 years in senior leadership positions for both publicly-owned and private-partnership businesses. Roger has managed client relationships and overseen practices across professional services including bankruptcy, investment banking, valuation, due diligence, financial statement audits, and forensic technology.
We welcome the opportunity to dig deeper into your GRC needs and challenges and explore how Salus GRC’s new revolutionary approach can help.