We know you
We were you
Our leadership team began their careers in the top management consulting Firms and subsequently held leadership roles in multi-billion dollar enterprises
With more than two decades years of experience in Healthcare, Retail, Consumer Products, High-tech, Logistics and Government industries, we have led some of the most ambitious and critical initiatives for our clients and within our companies
As in-house strategy and operations leaders, we have:
built strategies for $10B-$40B businesses
led product innovation and design
developed approaches to leverage emerging technology and business models
helped CFOs, CIOs and COOs maximize the output of their functional areas
developed approaches to making trade-off decisions across product lines and markets
led sales, distribution and pricing functions
This combination of operations, financial and consulting experience surfaced gaps between the strategic choices leaders face and the traditional consulting approaches that service them.
We launched First Quadrant Advisory with a mission to fill those gaps and help clients unlock the full potential that lay within their organization. We exist to help clients develop effective and enduring strategies that are sound, executable and agreed upon.
Board of Advisors
Former CEO of Anthem and Chief Counsel of Cigna Healthcare
John is an attorney with over forty years of experience in the health insurance and related sectors. He has served in a variety of legal and business roles as the interim-CEO at Anthem, the chief administrative officer at HCSC, chief counsel of Cigna Healthcare and Cigna International and at the law firm of Rawle and Henderson.
EVP and Chief Client Officer at Cedar Gate Technologies
Aarti is responsible for Cedar Gate’s account management teams whom work alongside clients to identify and execute on financial, network, clinical and quality programs that result in revenue gains. With a 25+ year career, she has held leadership roles at the nation’s 5th largest health insurance company, IBM and Blue Cross Blue Shield Association.
Partner, LSV Asset Management
Bala Ragothaman is a partner at LSV Asset Management(LSV). LSV specializes in value equity management for institutional investors and manages approximately 120 billion USD in assets globally. Prior to his role at LSV, he has held senior management roles at Citadel LLC, UBS and Swiss Bank Corporation.
Vice President, Payment Services and M&A, Discover Financial
Katelyn is the Vice President of Payment Services Strategy and M&A at Discover Financial. Before joining Discover, Katelyn was an Associate Partner at McKinsey & Company where she focused on strategy and commercial topics in the financial services and high tech sectors. She also spent several years at Google and IBM, where she was responsible for business development and sales across a range of technology and services products.