About CAST

CAST [Center for Applied Strategy] provides management consulting services to companies within the financial services industry.  The phrase ‘Applied Strategy’ embedded in our name captures a cornerstone principle of the firm; providing the highest quality of service, customized to each client, resulting in significant and tangible bottom-line performance improvement.


Fresh Perspectives

CAST Leverages ActivityTrak® (8/28/2015) - August 2015. CAST recently worked with the US Division of a Top 10 Global Insurance Company to capture and analyze data in the CFO organization. During a four week period, CAST captured approximately 250,000 unique data points detailing the nature of work in the actuarial, accounting, finance, treasury, tax, investment accounting and risk management groups...
George Braunegg Inducted into Eberly Hall of Distinction (5/20/2015) - Indiana University of Pennsylvania’s Eberly College of Business and Information Technology honored George Braunegg, a 1979 accounting graduate of the Eberly College of Business and Information Technology, with induction into the Hall of Distinction during its 2015 Business Day...

News and Events

CASTing an Eye on Wealth Management Newsletter – November 19, 2015 (11/19/2015) - REGULATION/LEGISLATION: "FINRA Orders Five More Firms To Pay Restitution For Inappropriate Mutual Fund Charges - BANKINSURANCE.COM" - The Financial Industry Regulatory Authority (FINRA) has sanctioned Edward D. Jones & Co., Stifel Nicolaus & Company, Janney Montgomery Scott, AXA Advisors and Stevens, Inc. and ordered each to pay restitution to affected customers for supervisory failures and failures to waive mutual fund sales charges for certain charitable and retirement accounts...
CASTing an Eye on Banking Newsletter – November 19, 2015 (11/19/2015) - INDUSTRY TRENDS: "ABA Shifts Focus from Old Threats to New Ones" -.The American Bankers Association is switching targets, deemphasizing the crisis-era fight over regulation and refocusing on the rising competitive threat posed by technology companies...

Email Us:
CAST Management Consultants
700 S. Flower St., Ste. 1900
Los Angeles, CA 90017
(213) 614-8066