Harvey Weinberg

Director of Corporate Development

Harvey has over thirty-five years of strategy consulting experience, all dedicated to the financial services industry. Harvey began his consulting career at Booz, Allen & Hamilton. Two years later, Harvey joined Alex Oliver and Bill Wyman, two senior partners at Booz Allen, as they founded Oliver, Wyman & Company. Harvey spent the next 35 years at the firm, focusing exclusively on the financial services sector before retiring from Oliver Wyman in 2019. During his tenure, Harvey conducted assignments addressing corporate level strategy; business line strategy; operating efficiency and near-term profit improvement; and organization design. In the first half of his career, Harvey worked for a range of international and regional banks, investment organizations, and insurers. In the latter half of his career, Harvey focused more heavily on the insurance industry, with particular emphasis on large, diversified life insurance companies.

Since retiring from Oliver Wyman in November 2019, Harvey has been building a second career, bridging his strategy consulting experience with life insurers and a personal passion for financial planning for affluent and High Net Worth families. Harvey works closely with a select group of Trusts and Estates attorneys to implement gifting and estate planning strategies to grow and preserve family wealth. As a licensed life insurance professional, Harvey advises on insurance offerings that support a family’s estate planning needs, ranging from income replacement during one’s prime earning years to funding estate taxes when approaching retirement.

Harvey has served three terms as President of his synagogue in Mahwah, NJ, and currently sits on the President’s Council of Valley Hospital in Ridgewood, NJ.

Harvey is dabbling in angel investing independently and as a member of the Dartmouth Angels,with a focus on financial services and health care.

Harvey is an active runner and golfer, and has been a die-hard NY Giants fan since childhood. Harvey is a Summa Cum Laude graduate from Dartmouth College, and received his MBA from the Wharton School at the University of Pennsylvania, with highest honors.