ABOUT
Who We Are
Finley Point Strategy LLC is a boutique consulting firm devoted to providing our clients with maximum impact through the creativity, breadth and depth of our thought analysis and approach. We specialize in creating effective business strategies that lead to tangible results. Our team comprises of experts with global experience in developing and executing business strategies. We pride ourselves on assisting our clients to achieve their business objectives while maintaining high ethical standards and aligning their success with ours. Our ultimate goal is to make an impact and help businesses achieve sustainable growth.
OUR TEAM
Meet Finley Point Strategy
David Canter
Founder and CEO
David is CEO of Finley Point Strategy LLC, a consulting firm to the wealth, asset management and fintech ecosystem. David is also a Strategic Advisor to CAIS, and a Senior Advisor to
McKinsey & Co. He is the former Head of Fidelity Investments’ RIA and Family Office businesses, and former President of Bluespring Wealth Partners, a national RIA acquirer. For more than two decades, David has advised the CEOs of many of the wealth management industry’s largest and most complex participants. During his career, David has held numerous positions at several well-respected financial institutions gaining experience in multiple facets of the industry. From Head Legal Counsel of Schwab Institutional, Chief Legal and Compliance Officer at Post Advisory Group, and other roles focused on practice management, trading and operations, consulting, and investments—David is a well-rounded leader in the RIA space. David currently sits on the Boards of the Accordant Investments mutual fund family, Invest in Others, and was a prior Board member of Fidelity Brokerage Services, LLC and the Foundation for Financial Planning. In 1990, David received his Bachelor of Arts degree in Political Science from the University of Wisconsin-Madison. He then went on to earn his Juris Doctorate from the University of Baltimore Law in 1993. He currently holds his FINRA Series 24 license and is a California State Bar member.
Harris Komishane
Chairman
Harris Komishane is former Head of Finance & Strategy for Fidelity Investments and a member of Fidelity Investments 12-person Operating Committee. Harris has held senior financial management roles across all of Fidelity’s operating businesses over a 28-year career (Asset Management, Institutional Brokerage, Capital Markets, Retail Brokerage).
He was also the former CFO/COO of Devonshire Investors (Fidelity’s Private Equity/VC arm), a member of the Investment Committee, and Board Member on portfolio companies.
Harris has significant experience in business strategy with a focus on turnarounds & start-up businesses. His previous experience was with The Coca-Cola Company and Price Waterhouse.
Harris has been an angel investor and business advisor focused on the future of food, sustainable packaging, and sustainable materials. He holds a BA in economics from the University of Richmond and MBA in accounting and finance from the Rutgers Graduate School of Management. He is a CFA Charter holder and CPA.
