Atherton Consulting Group LLC, based in Belmont, CA, is a strategic consulting firm specializing in expert strategic planning and leadership development for investment management firms, wealth management firms, and entrepreneurial ventures. Led by Managing Director Jim Keene, CFA, MS, the team at Atherton Consulting Group brings over 25 years of experience in guiding organizations towards achieving their bold visions through effective decision-making and team alignment.
With a focus on executive coaching, strategic planning, team development, and investment process refinement, Atherton Consulting Group is dedicated to helping clients in the financial industry navigate challenges and grow sustainably in today's competitive landscape. Testimonials from satisfied clients highlight the firm's ability to facilitate vision creation, strategic implementation, and improved communication, making them a valuable partner for those seeking to enhance their organizational effectiveness and client success.
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