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 Director Published in BAI Banking Strategies (4/15/2014) - On April 15, 2014, BAI Banking Strategies published "Keys to Successful Multichannel Optimization," an article authored by Chris Caulfield, a Director at CAST Management Consultants. In the article, Mr. Caulfield outlines the core objectives that are integral to implementing a successful multichannel strategy, and explores how developing and executing a strategy requires foundational data to ensure that the strategy aligns with channel capabilities, customer preferences, and the bank’s overall strategy and brand promise...
New Principals in CAST’s Executive Leadership Team (1/22/2014) - The CAST Principal group is pleased to announce that David Ash, Michael McFarland, and Stephanie Nuruki have been named principals. “We are thrilled to have them as part of the Executive Leadership team. .."

News and Events

CASTing an Eye on Banking Newsletter – April 8, 2014 (4/8/2014) - REGULATION / LEGISLATION: "FINRA Fines LPL Financial LLC $950,000 For Supervisory Failures Related To Sales Of Alternative Investments" - The Financial Industry Regulatory Authority (FINRA) announced today that it has fined LPL Financial LLC $950,000 for supervisory deficiencies related to the sales of alternative investment products, including non-traded real estate investment trusts (REITs), oil and gas partnerships, business development companies (BDCs), hedge funds, managed futures and other illiquid pass-through investments....
CASTing an Eye on Wealth Management Newsletter – April 8, 2014 (4/8/2014) - INDUSTRY TRENDS: "Best’s Briefing: Improved Operating Results Drove U.S. Life/Annuity Capital Moves in 2013" - A.M. Best’s analysis of 20 publicly traded, U.S.-based life/annuity companies shows the increased ability and willingness of management to return excess capital to shareholders through share repurchases and cash dividend payouts. ..

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