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Ellen Needham Consulting

My mission is to provide industry expertise addressing client needs with insights in board governance, investment fund structure, administration and operational oversight programs, working with you to identify and to develop a tailored, actionable solution at a competitive rate.

Financial District

VALUES

Excellence          Collaboration          Engagement

SERVICES

Exceeding Your Expectations

Business Meeting

FUND BOARD

The Fund Board Service Offering will be tailored to meet your needs with the ability to cover the entire board lifecycle that includes the selection, onboarding, and succession analysis for board composition or a specific component of this offering.  Working with the board, I provide a cost-effective approach to identify candidates, manage the selection process, and coordinate interviews to guide the board in the identification of new director with extensive knowledge in director compensation, annual contract renewals, profitability and peer group analysis. 

Brainstorming

INVESTMENT FUNDS & ADMINISTRATION

Investment Funds and Administration Service Offering will assess the entire fund lifecycle, from creation to closure with a focus on profitability, market conditions, distribution, and assets under management. 

Business Meeting

PROVIDER OVERSIGHT

Provider Oversight Service Offering focuses on creating or validating current provider oversight programs to ensure adequate supervision of activities performed. This includes building or validating sub-advisor and operational due diligence programs, as well as ensuring consistent monitoring and risk mitigation.

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