Mary Beth is a founding partner of Capital Performance Group LLC, a management consulting firm that provides advice, research, analysis, and project management services to the financial services industry. She has 25 years of experience in financial services, both as a practitioner and an advisor to senior managers and directors. CPG specializes in designing and implementing strategies for growth and improved profitability for banks, thrifts, specialized financial services companies, and companies with a stake in the industry.
Prior to forming CPG, Mary Beth was the Senior Managing Director at Furash & Company, Inc. and held a number of management positions at Chemical Banking Corporation in New York.
Mary Beth is a frequent speaker on topics such as strategy, competition, and best practices in U.S. financial services companies. She has a degree in Finance from Virginia Tech and an MBA from the Fuqua School of Business at Duke University.
Claude Hanley is a founding partner and leads CPG’s Financial Management and Regulatory Practice areas.
Claude has been a management consultant to the financial services industry for more than thirty years. Prior to joining CPG, Claude was a Managing Director at Furash & Company, where he led the firm’s regulatory policy and M&A advisory teams.
He is a frequent contributor to leading industry trade publications including the RMA Journal and the American Banker and he has written on such topics as the appropriate role of the finance group in today’s bank, process redesign, keys to effective strategic planning, the viability of de novo banking, and competitive trends in the financial services industry. Claude is frequently quoted in the financial services press and has served on the faculty of the Stonier Graduate School of Banking.
Claude received his B.A. in Economics from Georgetown University and an M.A. in Accountancy from George Washington University. He is a Certified Public Accountant.
Mary Ellen joins CPG as a Managing Director and re-engages in a 20-year financial services career after a 7-year hiatus as a small business owner. In addition to her experience as a small business owner, Mary Ellen brings a wealth and depth of experience in the financial services industry to the firm. Her industry experience in commercial banking and digital delivery includes strategic planning, online banking, product management, marketing, and treasury services. She will bring valuable advisory services and project management skills to CPG clients.
Mary Ellen was a senior executive at Scient and JPMorgan Chase, and has held positions at Furash & Company and MasterCard. Mary Ellen has a BA in Economics and Political Science from University of Richmond and an MBA in Marketing from NYU Stern.
Charlotte Anderson, Consulting Associate with 30 years of expertise in bank operational management; establishing collaboration across siloed areas to improve efficiency and achieve organizational objectives.
John Barrickman, Consulting Associate and President of New Horizons Financial Group and recognized industry expert in commercial and small business credit risk management, commercial banking and private banking.
Terri Boswell, Consulting Associate, is an experienced marketer, researcher, and analyst. She’s built marketing plans for both Wells Fargo and Ameriprise, and knows the wealth/brokerage business very well.
Ben Bowden, Consulting Associate and President of ItxLabs, with 25 years of experience in technology consulting, software development and project management.
Neal Chambliss, Consulting Associate and President of Phoenix Marketing International with expertise in customer satisfaction research and loyalty-building programs.
Christine Corso, Consulting Associate and Principal of New Horizons Financial Group, a firm specializing in consulting and training in commercial lending, comprehensive risk management, customer profitability, loan pricing and problem loan management.
Michael Flores, Senior Consulting Associate and President and CEO of Bretton Woods, with expertise in electronic payment systems design and eCommerce applications and information technology.
Mark Gibson, Senior Consulting Associate, with deep expertise in strategy, marketing, product development, market expansion, and revenue growth planning.
Kevin Halsey, Senior Consultant, conducts research and analysis to assess industry trends, and bank financial performance and has helped to develop a number of CPG’s financial models.
Rolland Johannsen, Senior Consulting Associate, with almost 40 years of experience in the financial services industry as both a senior executive and consultant. Rolland specializes retail businesses, including consumer banking, mortgage, small business and marketing.
Tom Kane, Consulting Associate and President & CEO of KaneCarlton, LLC, with over 31 years of experience in trust, private banking, asset management, and brokerage.
Larry McGrath, Consulting Associate with expertise in consumer and commercial lending, strategic planning, small business banking and sales/negotiating techniques.
Liam Murphy, Business Analyst, conducts research and analysis to assess industry trends and bank financial performance.
Peter Roggemann, Consulting Associate and Founder of Profitable Projects, Inc., with expertise in marketing, new product and business development, merger integration, integration and portfolio management of acquired credit card portfolios, application of segmentation schemes to retail banking and credit cards.
David Saylor, Consulting Associate and founder of Genesys Technology Group, LLC. David helps banks through the various stages of technology evaluation and selection. David brings structured methodologies to the evaluation and selection process.
Eileen Sullivan, Marketing Manager, maintains the company’s website content and produces CPG’s marketing materials and bi-monthly newsletter.
Mike Wallach, Senior Consulting Associate with 30 years of digital, direct and analytic marketing experience, primarily in Financial Services, with additional experience in Retail and Healthcare markets.
George Wagner, Consulting Associate and business strategy and operations expert with 25 years of retail banking experience including organizational structure and staffing, quantitative and qualitative market research, and customer segmentation analysis.