[ about slalom ]Slalom Consulting is a global business and technology consultancy built to help organizations dream bigger, move faster, and build better tomorrows. With a presence in over 45 markets worldwide, Slalom partners with enterprises to design and deliver technology solutions that drive growth, transformation, and meaningful impact.
Its mission is simple yet powerful — to help companies realize their vision through human-centered innovation, agile delivery, and trusted collaboration. Slalom combines strategic consulting with deep technology expertise across cloud, data, and AI, guiding clients from idea to implementation with empathy, creativity, and measurable outcomes.
At its core, Slalom is built on relationships — between clients, teams, and communities. The firm’s culture of curiosity, inclusion, and purpose fuels its commitment to making a lasting difference: in the work it delivers, the people it empowers, and the futures it helps shape.
[ My role ]SLALOM
One World Trade Center
Sr. Principle
At Slalom, I partnered with Morgan Stanley’s Alternative Investments division to modernize how advisors and clients navigate complex investment opportunities—where data precision, digital trust, and human insight intersect to redefine the wealth experience.
At Slalom Consulting, I led product strategy initiatives focused on enhancing Alternative Investments platforms, enabling advisors to manage hedge funds, private equity, and real assets with greater transparency and control. My work centered on designing intelligent, data-driven systems that improved operational efficiency, ensured compliance integrity, and elevated the client-advisor relationship through smarter technology.
In this role, I drove the evolution of workflow automation, data integration, and portfolio analytics, helping Morgan Stanley unify fragmented processes into a cohesive digital ecosystem. The result was a platform that empowered advisors to make faster, informed decisions—strengthening accuracy, scalability, and measurable outcomes across the investment lifecycle.
I collaborated closely with engineering, product management, and risk teams, translating strategic business objectives into actionable technology solutions. Together, we delivered tools that balanced innovation with accountability—reflecting both Slalom’s consulting excellence and Morgan Stanley’s commitment to trusted alternative investing.
[ strategic outcomes ]Strategic Outcomes
Platform Modernization
Redefined legacy Alternative Investment systems through workflow automation and modular architecture—enhancing scalability, transparency, and performance across advisor and client touchpoints.
Data Integration & Intelligence
Unified investment, regulatory, and portfolio data into a cohesive analytical framework—empowering advisors to make faster, insight-driven decisions grounded in accuracy and accountability.
Operational Efficiency
Streamlined complex processes in alternative asset management through intelligent automation—reducing friction, improving compliance precision, and accelerating product delivery cycles.
Client & Partner Collaboration
Bridged collaboration between Slalom consultants, Morgan Stanley stakeholders, and engineering teams—aligning strategy, design, and delivery to create solutions that balanced innovation with institutional trust.
“Charles has been an incredible mentor and leader. His guidance challenged me to think strategically while executing with precision. Working under his direction was both inspiring and transformative—he leads with clarity, empathy, and an unwavering commitment to excellence.”
Joakim Marner
Principal, Slalom Consulting
Data → Insight → Advisor → Impact
Stage 01Platform Modernization
Redesigned legacy alternative investment systems to simplify complex processes, improve scalability, and align operational workflows with enterprise standards.
Stage 02Data Integration
Unified fragmented investment and compliance data into transparent, traceable datasets—providing a single source of truth across business lines and jurisdictions.
Stage 03Advisor Enablement
Delivered intuitive digital tools that empowered advisors to manage client portfolios with greater confidence, efficiency, and precision in every interaction.
Stage 04Measured Impact
Realized measurable improvements in reporting accuracy, cycle-time reduction, and advisor productivity—strengthening Morgan Stanley’s client relationships and operational trust.
[ the journey ]A deliberate pursuit of clarity, collaboration, and craft.
Inclusions
Every project begins with purpose. Mine began at Slalom with a belief that modernization should never come at the expense of meaning. Supporting Morgan Stanley’s Alternative Investments arm, I helped reimagine complex investment operations into systems that were intuitive, compliant, and human-centered.
Each milestone—data integration, workflow redesign, and advisor enablement—was guided by the same principles: precision in execution, transparency in delivery, and empathy in design. The goal was simple yet ambitious—to make complexity invisible and trust measurable.
This pursuit continues, grounded in Slalom’s ethos of partnership, adaptability, and craftsmanship—where consulting is less about advice and more about building what matters, together.
Exclusions
Shortcuts. Over-engineering. Anything that values process over progress or optics over outcomes. Real transformation isn’t loud; it’s measured, consistent, and accountable.
This journey rejects haste in favor of harmony—aligning teams, technology, and clients around a shared north star: progress that endures beyond delivery.