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Ellen H. McKay, CFAManaging Director
Since joining Optima Group in 1996, Ellen has continued to apply her commitment to excellence in managing and delivering initiatives that help our clients grow their businesses. Ellen leads management consulting, brand and marketing project teams that span all of the services Optima Group offers.
Previously, Ellen spent seven years at Bankers Trust, where she worked at BT Global Investors, the Individual Services Group and the Private Bank charged with product development and marketing. Before that she was with First Chicago in Japan. Ellen holds a B.A. from the University of Pennsylvania, an M.B.A. from Cornell, and holds the CFA designation.
Kenneth R. HoffmanManaging Director, President
Ken launched Optima Group in 1979 to provide a broad array of management consulting, marketing and research services to leading financial service companies. Since then, Ken has continued to spearhead the evolution of Optima Group to ensure that the firm stays tightly aligned to evolving marketplace needs and is best positioned to understand and deliver value to our clients. Ken leads teams focused on the organic and inorganic growth strategies for our clients including new product and business initiatives, financial, business and organizational analysis, brand building, and mergers and acquisitions. He counsels clients on critical issues in the investment management industry and is a featured speaker at numerous financial services conferences. Ken holds a B.A. from Claremont McKenna College and an M.S. from Yale University.