Jeffrey Hiller Joins Oyster Consulting

Jeffrey Hiller joins Oyster Consulting as a Managing Director of our Governance, Risk and Compliance team. Jeffrey’s experience developing and managing global and domestic compliance programs with international Investment Advisors will enhance the team’s ability to serve its clients with solutions to large and complex organizations, to solve compliance concerns and provide outsourced and expert… READ MORE

Starting Your Own RIA – What You Need to Know

January 24, 2018 at 3:00pm EST A recording of this webinar is now available RICHMOND, Va., Jan. 16, 2018 (GLOBE NEWSWIRE) — On Wednesday, January 24, Oyster Consulting LLC and Hirschler-Fleischer will host an interactive webinar on the key considerations for starting a registered investment adviser (RIA).  The attendee list will be kept confidential. Getting… READ MORE

Former Wealthcare Capital Management COO Schafer Joins Oyster as Director

Oyster Consulting welcomes Terry Schafer, expanding our Trading and Markets and Operations and Technology practices. The move increases our ability to help broker-dealers and investment advisors translate business, legal and regulatory requirements into workable business policies, processes and technology solutions. Schafer has 30 years of experience in financial services focused on investment banking capital markets,… READ MORE

Oyster Consulting (Bermuda) Presents AML Audit/Sanctions Lecture

  Oyster Consulting (Bermuda) Ltd Consultant Henry M. Komansky, J.D., presented another in his very popular series of lectures on 7th September 2016 discussing the new requirement under the Bermuda Proceeds of Crime Amendment Act 2015 for AML audits as well as sanctions, with a focus on UK and Bermuda laws and regulations. On 1… READ MORE

Oyster Consulting Wins Fund Consultancy Services Firm of the Year Award

Oyster Consulting was recently awarded the 2016 Fund Consultancy Services Firm of the Year award. The Global Fund Awards is an international awards program that recognizes performance and service providers who support the global finance industry. The judging panel at Corporate LiveWire placed each shortlisted candidate under intense scrutiny, setting its sights firmly on the… READ MORE

Former Director of Rubicon International Joins Oyster Consulting as Relationship Manager

Financial services consulting firm adds relationship manager to assist with growth Oyster Consulting announced today that it has hired Gena Spitzer, former Director and Team Leader of Rubicon International. The move expands the consulting firm’s client services, as Oyster continues it’s ascent as a regulatory and compliance leader. Spitzer is the former Director and Team… READ MORE

Former Cetera Advisory CCO Ami Shah Joins Oyster Consulting as Director

Financial services consulting firm expands into Houston RICHMOND, Va., March 29, 2016 — Oyster Consulting announced today it has hired Ami Shah, former Advisory CCO for Cetera Financial Group, Inc. The move expands the consulting firm’s U.S. presence, and continues Oyster’s ascent as a regulatory and compliance leader. Houston will be Oyster’s 15th U.S. location…. READ MORE