We bring decades of unmatched wealth management experience and proven success and expertise to financial institutions, broker-dealers, RIAs and executive leaders. Specializing in the delivery of consulting and coaching to help improve and optimize performance, transform businesses, and position organizations and their leaders to reach their fullest potential.
Arthur Osman & Company is committed to delivering unparalleled leadership experience and expertise in the bank wealth management space through consulting, coaching and executive services. We aim to help financial institutions, wealth management firms and executive leaders navigate change, run high performing teams and businesses, and lead with excellence. We’re excited to bring insights, leadership topics and our services as a trusted and valuable resource to the wealth management community.
Arthur Osman has been a leader in the financial advice industry for over 25 years supporting the growth and development of the most successful wealth management firms that support the financial institution and independent advisor channels. Throughout his career, Arthur has worked directly with hundreds of financial institutions, wealth management firms and executives across the country helping firms and leaders grow, transform, and reach their fullest business and leadership potential.
As founder and Managing Director of Arthur Osman & Company, Mr. Osman focuses on helping executives and organizations in the financial advice community assess their businesses, organizations, and teams and works as a consultant, coach, and executive for hire on their most important business priorities. Before launching Arthur Osman & Company, Arthur began his consulting practice and career as a Principal at Kehrer Bielan Research & Consulting.
For most of his career, Mr. Osman grew and led the financial institution wealth management business for LPL Financial, the industry leading NASDAQ-traded wealth management firm. Mr. Osman held leadership positions responsible for strategy development, growth, and retention of a business line that included 800 financial institutions and broker dealers, 5,000 financial advisors, $250 billion in assets, and over $700 million in annual revenue.
Previously, Mr. Osman was in senior leadership at UVEST Financial Services, a small financial institution-focused broker/dealer acquired by LPL Financial in 2007, that had approximately 40 employees, 50 financial institution partnerships, and generated $50 million in annual revenue at the time he joined the firm in 1997. Collectively, Mr. Osman was responsible for leading a business line that grew from $50 million to $700 million in annual revenue, evolving from a small company to a Fortune 500 company publicly traded company.
Mr. Osman has served in various industry and community organizations, including multiple terms as a board of director and executive officer of the Bank Insurance Securities Association (BISA) and has shared his insights at multiple industry events including the ABA, PROCU and the BISA. He also serves as board member of Mecklenburg Aquatic Club (aka SwimMAC Carolina), where he previously served as Board President. Mr. Osman lives in Charlotte, NC with his wife and 3 children, and enjoys being the biggest fan at his kid’s events and competitions, is an avid boater, fisherman and enjoys golfing and exploring the outdoors.
Kehrer Group is the financial advice community’s trusted partner for original thought leadership, insight based in data, and strategies that drive success.
Kehrer Group’s legacy of research and analysis has advanced the delivery of investment services in banks and credit unions and shaped the industry into what it is today. Kehrer Group’s principals meld the wisdom gained from its long history in the industry with cutting-edge analytics, data that is robust and diverse, and a deep understanding of the key drivers of performance.
Together with our clients and partners, Kehrer Group moves the industry forward.
The Bielan Group brings together best-in-class resources to solve for the unique challenges faced by wealth management organizations. Peter Bielan brings extensive experience as both a business leader and consultant to serve financial institutions and industry leaders. The Bielan Group will continue to develop strategic guidance and actionable recommendations, utilizing specialized partners, to help wealth leaders bring efficiency, sustainability and growth to their businesses.