Helping investment managers build great businesses

Mirabelle Strategies is an independent consulting group providing actionable advice, thoughtful insights, and project execution support to the investment management community. We have a passion for decoding the market forces impacting our clients and believe that being at the forefront of changing industry dynamics is what differentiates the most successful businesses.

Our trusted consultants bring extensive business experience and access to a broad network of industry professionals. By partnering closely with your team, we produce customized results that are realistic and truly relevant to your business. We work with companies across the asset spectrum, from boutique advisers to large institutions, and distill complex information into specific strategies that drive profitability and improve client satisfaction.

ABOUT OUR PRESIDENT


Dori Graff, CFA, has been decoding the investment management industry for nearly two decades. She founded Mirabelle Strategies in 2013 to bring strategic insights and actionable advice to investment firms across the asset spectrum, from wealth managers to large institutions. Dori’s deep sector experience combines broad market-wide perspectives with a hands-on knowledge of the everyday running of an asset management business. To keep her finger on the pulse of industry activity, Dori has conducted more than 250 one-on-one interviews with senior financial services executives. In addition to her client work, Dori writes frequently about industry trends for several leading publications.

Dori began her financial services career as a sell-side equity research analyst and has worked at Deutsche Bank, Goldman Sachs, and Donaldson, Lufkin & Jenrette. Her primary coverage area was the financial services sector. In 2005, she transitioned to the buy-side within Deutsche Bank to support the Executive Committee as a Vice President with Deutsche Asset Management’s Strategy & Business Development team. During her tenure, she helped redefine the strategic direction of the $750 billion AuM division by assessing core strengths and identifying new product strategies and geographies for business focus. Her responsibilities included leading the annual strategic planning process and execution of key business development projects.

A champion of women in business, Dori is active with the Financial Women’s Association, 100 Women in Hedge Funds and the Women’s Investment Management Forum. While at Deutsche Bank, she co-founded a networking and development group for women in asset management. She is also a longtime member of the New York Society of Security Analysts and the CFA Institute, having earned her CFA charter in 2004.

In her local community, Dori is involved with several charitable organizations including the Boys & Girls Club and Meals-on-Wheels. She is a proud graduate of Northwestern University (Go Cats!) and has been a member of the NU Alumni Admission Council for more than 15 years.

Dori Graff, CFA, has been decoding the investment management industry for nearly two decades. She founded Mirabelle Strategies in 2013 to bring strategic insights and actionable advice to investment firms across the asset spectrum, from wealth managers to large institutions. Dori’s deep sector experience combines broad, market-wide perspectives with hands-on knowledge of the everyday nuances of running an asset management business.

Dori began her financial services career as a sell-side equity research analyst and has worked at Deutsche Bank, Goldman Sachs, and Donaldson, Lufkin & Jenrette. Her primary coverage area was the financial services sector. In 2005, she transitioned to the buy-side within Deutsche Bank to support the Executive Committee as a Vice President with Deutsche Asset Management’s Strategy & Business Development team. During her tenure, she helped redefine the strategic direction of the $750 billion AuM division by assessing core strengths and identifying new product strategies and geographies for business focus. At Deutsche Bank, she led the annual strategic planning process and execution of strategic transactions and development projects.

Dori is a champion of women in business, and is active with the Financial Women’s Association, 100 Women in Hedge Funds, the Women’s Investment Management Forum, and the New York Society of Security Analysts. While at Deutsche Bank, she co-founded a networking and development group for women in asset management, and sat on the steering committee for Women on Wall Street, Deutsche’s bank‐wide women’s network. Dori is also involved with several charitable organizations serving her local community, including the Boys & Girls Club and Meals-on-Wheels.

A proud graduate of Northwestern University, Dori has been a member of the NU Alumni Admission Council for more than 15 years. She earned her CFA charter in 2004.


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