Boutique Risk Dragonfly, LLC operates as a specialized strategy consulting and risk management advisory with founders who bring deep banking and capital markets experience. The client base includes banks, brokerages, insurance companies, asset managers, large corporates, and governments, making them a credible partner for mid to large financial institutions seeking senior-level, tailored risk, strategy, and investment analysis services rather than Big Four scale.

New York Focus Based in New York City with access to Wall Street networks, Dragonfly can engage financial services clients quickly onsite through workshops, rapid scoping, and shorter sales cycles. Target CROs, Heads of Risk, and Strategy leaders in banks, brokerages, and asset managers for risk management advisory, investment modeling, and strategic initiatives.

Senior Leadership With a founder CEO and a managing director offering twenty and thirteen years of industry experience, Dragonfly can deliver high impact engagements at boutique pricing. Ideal for bespoke risk frameworks, model design, capital planning, and strategic due diligence where client demands senior judgment and hands on collaboration.

Modeling Core Excel and Google Workspace form the core tech stack, enabling rapid development of custom risk models, investment analyses, and scenario planning tools. SDR opportunities include selling ready to tailor Excel based templates, ongoing model development, validation support, and data integration services for financial institutions.

Cross Sector Serving banks, brokerages, insurers, asset managers, large corporates, and governments signals broad market access and cross sell potential. Propose modular, retainer based engagements across risk management, strategy, and investment analysis to expand wallet share and win multi year contracts.