Simon Bartletta

Simon Bartletta

Managing Director, Alvarez & Marsal Financial Services | Co-Lead Wealth and Asset Management Practice

Alvarez & MarsalNew York, New York, United States

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Experience31+ Years
LevelCXO

Executive Overview

Executive leader with 25+ years of experience delivering significant impact through the design and execution of performance improvement programs for financial services companies in the US, Europe and Asia. Deep experience in wealth and asset management specifically. P&L ownership with double digit growth of ~$200M business within BCG, and impactful leadership roles across other dimensions of BCG’s matrix. Known for creating high-performing teams, fostering inclusivity and delivering results. -> Step Change Transformation. Approaches complex challenges and ambitious goals with a strategic, analytical, and practical perspective to deliver meaningful performance improvement. Connects the dots across strategy and execution to push through difficult trade-offs and enable change with a focus on redesigning operations, organizations, and people models; improving revenue; and developing new business and go-to-market approaches. -> High Performing Team Development. Consistent track record of fostering talent and positioning people for success. Keenly understands and strategically engages the stakeholder ecosystem to address roadblocks, foster collaboration, gain buy in, and improve the likelihood of mission success. Leverages high emotional intelligence to understand individual working styles, build motivating rewards systems, and inspire people’s best work. -> Vision, Strategy & Execution. Strong history of side-by-side execution as a hands-on project owner, operator, and orchestrator from ideation through the delivery of desired impact in both client work and BCG leadership roles. Creates winning strategies and ensures successful execution through innovative thinking and analytics, stakeholder buy-in, detailed planning and resourcing, and active governance.

Career Timeline

Professional employment history
  • 2025–Present· 1 yr 8 mos
    • Managing DirectorCurrent
      2025–Present
  • Aug 2000–Oct 2024· 24 yrs 2 mos
    • Global Lead Asset Management Sector
      2020–2023
    • Managing Partner BCG's Boston Office (P&L responsibility)
      Jun 2010–Jun 2016
    • Managing Director and Senior Partner
      Aug 2000–Oct 2024
  • 1995–1998· 3 yrs
    • Senior Consultant
      1995–1998

Education

Master of Business Administration (M.B.A.)

University of Michigan - Stephen M. Ross School of Business

Bachelor's Degree

B.S. Industrial Engineering

Lehigh University

Executive Relationship Map

Reports To
Simon Bartletta
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Change ManagementLeadershipRestructuringWholesale BankingMarket EntryAcquisition IntegrationStrategyStrategic PlanningStrategic ConsultingPricingFinancial ServicesBusiness StrategyOperating ModelsGrowth StrategiesOrganizational RestructuringAsset/Wealth Management and ServicingCapital MarketsTransformation/Large Scale ChangeMerger IntegrationGrowth Strategy