Grounded Thinking.
Forward Movement.
We ground leaders in the current reality, align with what matters, and move forward with confidence.
ROOT. ALIGN. RISE.
ROOT. ALIGN. RISE.
Root & Rise was founded by an experienced financial and operational leader who brings a CFO's discipline, a compliance officer's risk perspective and a board leader's governance experience to complex organizational challenges. We are the resource for mission-driven, investment advisor and real estate organizations to strengthen their foundations, navigate risk and execute the initiatives that move their businesses forward.
Key Service Offerings
Risk Management
Root & Rise identifies, assesses, and manages the risks that can stand between strategy and successful execution. Our approach combines practical risk assessment, strong internal controls, compliance expertise, and hands-on experience navigating complex organizational and capital environments. We bring a practical, execution-focused perspective to risk that goes beyond policies and checklists.
Project Alignment & Execution
Root & Rise moves complex initiatives from concept to completion. We create clarity around objectives, roles, priorities, risks, and accountability. Our experience includes acquisitions, wealth management product launches, technology implementations, facility development and leadership development.
Board Governance
Root & Rise helps boards create the structure needed for effective oversight and decision-making. We strengthen governance practices, clarify roles, and improve committee structures and processes. Our experience includes board leadership, strategic planning, committee restructuring, and guiding boards through complex facility development projects.
Root & Rise Advisory provides steady leadership during periods of transition or organizational uncertainty. We maintain momentum, support staff, and provide boards with experienced leadership during critical periods.
Interim Executive Leadership
“All you need to know is that the future is wide open and you are about to create it by what you do.”
– Pema Chödrön