Let’s Get To Work!

Oathstone exists to help solve real world business problems for people and companies who are looking for real solutions. We are a Boston based, boutique consulting firm ready to tackle projects big and small.

Reach out today to see if we’re a good fit for you!

Our Services

We pride ourselves on our personal expertise, but our vast network of experts allows us to tackle nearly any project you have. Below is just a sample of the services we offer. Reach out to find out how we can help.

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Model Building

Excel. Python. SQL. And with the explosion of AI it’s more important than ever to have a human involved who knows what’s going on. We have over 2 decades of experience in house, and a network of expert colleagues to lean on when things get extra complicated.

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Forecasting & Planning

Executing on your decisions is much easier when you know what to expect. And reacting to changes is way less stressful when you’ve already forecasted their impact. Let our team of experts guide you. From data gathering to building assumptions to strategic planning, we can help chart the course for your company.

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Regulatory Consultation

The regulatory landscape is ever-changing. Our in house counsel specializes in translating state, federal and international regulations into easy to understand guidelines for your business. We built our careers in some of the most heavily regulated industries, so we understand regulatory pitfalls and the importance of compliance. You can lean on our experience to navigate your regulatory maze.

Meet the Team

With over 20 years in each of our respective fields, we have the depth of knowledge and experience to guide you through nearly any challenge.

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  • Founder

    An actuary by trade, I spent 20 years in corporate finance, analytics and IT roles. I’ve worked in companies big and small, Fortune 50 and regional non-profit, growth stage start up and 200 year old industry leader. The most fulfilling part at every stop in my career has been helping real people find and build the best solution to tough problems. Let us help you.

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  • Co-Founder

    As a practicing attorney of 400 years, I bring expertise in all aspects of the law. I’ve worked for Dell and State Street, so I understand finance, technology, contracts both domestic and international and complex negotiation and strategy. Let me leverage my experience to help you make better decisions for your business.