A career built on execution.
Every stop maps directly to a gap in TSG's next chapter.
Markell E. Byrd.
The bridge between TSG's current scale and its next chapter of disciplined growth.
Operator, not consultant. Every gap in the pitch pairs with a program, platform, or piece of IP already delivered at scale.
What TSG needs today, I have already built at scale.
The CGO seat is not a bundle of separate tasks. It is one mandate: grow the top line, unify the brand experience, and build the succession bench. Every gap in the pitch pairs with a program I have already delivered at scale — and can run for TSG starting day one.
Organic growth engine
Wells Fargo Sports & Entertainment: $700M+ in first-year AUM. Enterprise affluent strategy: 13% YoY revenue growth and $4.2B net new AUM. The same vertical playbook can run for TSG.
Digital & brand backbone
UBS digital strategy for 6,000+ advisors. LPL Lead Assist for 16,000+ independents. 95%+ adoption, 100% messaging consistency. One brand voice, one digital backbone.
Succession & bench pipeline
US Trust: 100% advisor growth success across 14 markets and $324M in new AUM through onboarding. The bench-building discipline TSG needs to replace key-person risk.
Every gap in this pitch maps to something I've already built.
Not a resume — a set of receipts. Each entry pairs a TSG pain point with the exact platform, program, or IP already delivered at scale.
Orchestrated an enterprise affluent-growth strategy across advisor teams, aligning segmentation, pricing, and specialist coverage.
13% YoY revenue growth · $4.2B in net new AUM.
Led the S&E build-out and codified the specialist playbook: contract-first liquidity, career-arc planning, family-office wrap.
$700M+ AUM in year one · a plug-in playbook TSG can run on day one.
Led a nationwide digital rollout across 6,000+ advisors, unifying messaging and the core tool stack (Aladdin, Vestmark, Salesforce).
100% messaging consistency · 95%+ tool-stack adoption.
Built and ran an elite onboarding and advisor-growth program across 14 major wealth markets.
100% advisor-growth success · $324M in new AUM.
Co-architected and deployed "Lead Assist" for 16,000+ independent advisors and authored the "Pillars of Understanding" AI framework.
Firm-wide AI adoption · pending U.S. patent #20260004354.
Deployed engagement frameworks targeting emerging next-gen and multicultural client segments.
2023 InvestmentNews Rising Star — Next-Gen & Cross-Cultural Segments.
Ran advisor growth programs across 14 wealth markets and built a university-to-advisor pipeline (a named cohort, four-quarter rotation, public offer track) that produced a proven intern-to-advisor ladder.
100% program success · repeatable intern-to-advisor ladder that ends key-person risk.
Sat inside both the enterprise (WF) and independent (LPL) sides of the house — direct working relationships across product, platform, and specialist teams; roadmap input, pilot access, and executive coverage.
Turns the enterprise relationship from an inbound queue into a strategic asset TSG can steer.
- 2025 · InvestmentNews — Wealth Management Trailblazer
- 2025 · WealthManagement.com — Thought Leadership Award
- 2023 · InvestmentNews — Rising Star (Next-Gen + Cross-Cultural)
- 2022 · Association of African American Advisors — Top 50 Under 50
Five pillars. One accountable owner.
Organic Growth & Brand — One voice, one repeatable playbook — compounding growth.
- Archetype-targeted recruiting powered by Signals of Clarity (Kinetic Acquirers, Sovereign Breakaways).
- Life-event referral triggers wired into the CRM (business sale, inheritance, retirement).
- One content engine feeding six recurring assets on a fixed cadence.
- Unified brand voice across every office and sub-brand.
- Net new AUM per quarter
- Organic revenue growth (YoY %)
- Qualified recruit meetings per month
- Brand-consistency audit score (%)
Turns a book-of-business into a repeatable acquisition engine — the same motion I ran at Wells Fargo that produced $4.2B in net new AUM and 13% YoY revenue growth.
Ten expert-level disciplines — one operator.
Most firms at this scale spread these capabilities across 3–5 senior specialists. The CGO seat is designed to bring them together in one leader — and this is the only combination of them I have already built at scale.
Playbooks that turn a book-of-business into a repeatable acquisition engine.
One visual and narrative system that lets every office keep its personality.
Aladdin · Vestmark · Salesforce · WF Advisor Gateway — 95%+ adoption motion.
Firm-wide protocols that turn key-person risk into a documented plan.
Built the WF S&E program. Contract-first liquidity, career-arc planning, family-office wrap.
Built intern-to-advisor ladders with 100% program success across 14 markets.
Direct working relationships across Wells Fargo, UBS, LPL, US Trust.
Structuring, cultural fit, integration — beyond the LOI.
Frameworks recognized by InvestmentNews for next-gen and multicultural segments.
Pending U.S. patent for "Pillars of Understanding" — AI-driven client personalization.
A $20B firm needs an operator
who already speaks its language.
Every peer past $20B fields a named growth executive. The gap for TSG isn't a hire — it's a seat. I've designed the systems, stood in front of the room, and closed the loop between brand and advisor economics. That is the work.