Who we are

Winstone Advisory was founded as an independent boutique consultancy to best provide expertise to Private Markets / Alternative Asset & Fund Administration clients within Operations, Technology, Fund Accounting, Investor Relations, and Financial Reporting.

In addition to delivering post-implementation support and best practices expertise, our consultants specialize with PowerBI and SSRS Reporting development.

Winstone founder Michael James has spent over 20 years working with some of the largest and prestigious firms in Private Equity, Banking/Capital Markets during roles held at KPMG, Ernst & Young, SunGard/FIS Investran (Head of Financial Reporting), and Cerberus Capital Management (Global Head of Reporting Group). Michael holds a Bachelor of Science and a Masters in Business Administration (Finance) from the University of Notre Dame in South Bend, IN.

Contact us

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