Oyster Consulting hires new Client Reporting Director

VIRGINIA, UNITED STATES — Outsourcing firm Oyster Consulting has hired Steve Hubbard as the company’s Client Reporting Director.

Prior to joining Oyster Consulting, Hubbard was Managing Director of Client Reporting at the financial firm Wells Fargo Advisors (WFA). 

He was also the Chief Operating Officer of the Client Strategy Group, where he led the team responsible for advisory operations and technology and led numerous merger integrations of managed money programs and client systems. 

Additionally, Hubbard was also a Project Manager and Manager of Business Analysis at WFA.

“I’m excited to leverage my understanding of the client and advisor experience to find technology and operational solutions for Oyster clients,” said Hubbard.

“Steve brings a unique understanding of how theory, strategy, and practice converge and of how systems and technology impact clients and financial advisors. His experience and expertise will be a great benefit to our clients,” said Pete Bowman, Managing Director of Oyster’s Strategic Planning and Execution team.

Based in Virginia, Oyster Consulting aids investment firms with a suite of offerings, including advisory, outsourcing, and software services.