We enhance performance, effectiveness and value by providing management with business insight, guidance and execution.
Our team will grasp your complex situation and deliver actionable solutions in fields that include:
- Organizational leadership
- Talent management
- Branding and business development
- Product development
- Operational efficiency and implementation
- Technology transfer/commercialization
- Entrepreneurial ventures
- Regulation and compliance
- Succession planning
What We Do
Waverly’s principals are experienced executive leaders who successfully provide insight, guidance and execution to each client in order to enhance performance, effectiveness and value.
Organizational industries include:
- Financial services
- Health care
- Manufacturing
- Higher education
- Non-profit/philanthropy
- Technology
- Entrepreneurial ventures
Deliver recommendations and results that:
- Sharpen strategic focus – planning, goals, action plans
- Evaluate markets, products and commercialization
- Evaluate business fundamentals for optimization
- Analyze operational processes, technology and efficiencies
- Assess organizational talent and vendor performance
- Maximize effectiveness of talent acquisition – C-Suite, finance, legal, HR, development
- Identify cost-improvement and revenue enhancements
Waverly Strategies can build a client relationship based on a day rate, a retainer based on defined number of days per month or a negotiated hourly rate.
Who We Are
The principals of Waverly Strategies bring more than 60 years experience solving real-world problems in fields that include financial services, health care, manufacturing, higher education, non-profit/philanthropy, technology and entrepreneurial ventures.

Joel Epstein (Principal)
Joel has more than 40 years of leadership experience in the executive search, entrepreneurial and financial service industries.
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Brian Epstein (Principal)
Brian has more than 20 years in senior executive leadership roles within the business and philanthropic sectors.
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