About Us

Jim Smith

Jim wrote direct mail advertising retail retirement accounts under the name Edward C. Johnson. Created an award-winning defined contribution plan marketing capability for Scudder, Steven & Clark. Built an electronic distribution channel for John Hancock. Ran revenue for CircleLending up through sale to Richard Branson. Marketing and digital strategy consultant. Financial services a specialty.

Joan Miller

At RHR Internationalrebooted the marketing function and aligned it with business development. As part of this, launched content marketing, social media, an internal and an external newsletter, and invested heavily in the website. At Summit Partners, pioneered the marketing function to support global strategic business goals as assets increased from $6 billion to $16 billion. At the same time, repositioned the firm as a growth equity investor to distinguish it in a crowded marketplace. At The Boston Consulting Group, developed a global marketing campaign to differentiate the firm in the recruiting process.