Northview Consulting LLC

Capital Markets Product and Delivery Leadership

Northview Consulting partners with financial services and fintech firms to design and deliver technology, data, and pricing capabilities for investment, credit, and risk workflows.

We provide hands-on product, program, and delivery expertise for critical initiatives across fixed income, private debt, municipal bonds, and insurance-linked markets.

CAPITAL MARKETS

PRODUCT LEADERSHIP

PLATFORM DELIVERY

IMPLEMENTATION

PRICING

ANALYTICS

FIXED INCOME

MUNICIPAL BONDS

PRIVATE CREDIT

ALTERNATIVE INVESTMENTS

INSURANCE-LINKED PRODUCTS

INVESTMENT WORKFLOWS

CAPITAL MARKETS PRODUCT LEADERSHIP PLATFORM DELIVERY IMPLEMENTATION PRICING ANALYTICS FIXED INCOME MUNICIPAL BONDS PRIVATE CREDIT ALTERNATIVE INVESTMENTS INSURANCE-LINKED PRODUCTS INVESTMENT WORKFLOWS

Our Services

Product Leadership

We define product strategy, roadmaps, and requirements to deliver solutions for investment, pricing, credit, and risk workflows.

Workflow Transformation

We design and update workflows, systems, and operating models to ensure successful adoption and scalable execution.

Delivery Leadership

We lead implementation and align business and engineering teams to deliver scalable investment and analytics capabilities.

Data & Analytics

We design pricing, valuation, and market data capabilities that improve credit analysis and investment decisions.

Our Team

  • Laura is a capital markets and technology leader with over 25 years of industry experience spanning from trading desks to technology services. At Black Mountain Systems, Laura led the professional services team that delivered trading solutions to private debt managers. At both Citi and Morgan Stanley, she specialized in the municipal bond market as a quantitative analyst. At ITG Inc., she was the product manager of an institutional equity trading system. Laura holds an M.S. in Financial Mathematics from NYU Courant and a B.A. in Mathematics from the University of Pennsylvania.

  • Tom is a bond market and financial technology expert with over 20 years of experience in planning and executing fintech projects. At Morgan Stanley, Tom led the technology team that delivered trade execution and quantitative analysis for the municipal bond division. At Allvue Systems, he directs complex private debt software implementations as a solutions architect. Tom holds a B.S. in Electrical, Electronics & Communications Engineering from Carnegie Mellon University.

  • Steve is an investment and technology consultant with over 30 years of diverse industry experience. He has engaged in the planning, analysis, documentation, development, testing, and implementation of numerous investment, accounting, and business intelligence systems. Steve has experience with a variety of project management methodologies to ensure that the best product is delivered on schedule. Steve holds a B.S. in Finance from Bentley University.

  • Mike is a strategic product leader with over 20 years of experience supporting credit analysts and deal origination across public and private markets. He has led the planning, analysis, documentation, and implementation of technology and analytics solutions that improve data quality, automation, and analytical insight for credit and investment professionals. He brings a disciplined, execution-focused approach to managing complex initiatives and guiding cross-functional teams. Mike holds a B.A. in Economics from Dickinson College.

Contact Us

We welcome the opportunity to support your product and delivery initiatives. Please use this form to share details about your request, or reach us directly at inquiries@northviewllc.com