Strategic Advisory · Banking · Capital Markets · Asset Management

Expertise that moves financial institutions forward

Galileo Advisory partners with banks, asset managers, and FinTechs to navigate transformation — combining strategic clarity with practical execution across regulation, technology, and market change.

ASSETS ADVISED Tier 1 EXPERIENCE 40+ Years
40+
Years in financial services
Tier 1
Clients served globally
6
Core advisory practices
G20
Industry board engagement

Advisory services

Galileo Advisory brings senior-level expertise and a network of seasoned specialists to every engagement — rigorous in thinking, practical in execution, and engaged through delivery.

Strategy & Growth

Long-range strategic planning and competitive positioning for financial institutions navigating disruption, consolidation, and new market entrants.

  • Business model assessment
  • Market entry & expansion
  • M&A strategy & due diligence
  • Competitive benchmarking

Digital Assets & Innovation

Advisory on tokenization of real-world assets, digital currency frameworks, and institutional-grade digital infrastructure for the financial sector.

  • Tokenization strategy & execution
  • Digital asset operating models
  • CBDC & stablecoin readiness
  • FinTech partnership & investment

AI Transformation

Practical AI adoption programs — identifying high-value use cases and building the governance and data infrastructure to support them at scale.

  • AI opportunity assessment
  • Use-case prioritization & pilots
  • Model risk & governance
  • Workforce & change management

Regulatory & Compliance

Relationships with the Fed, OCC, BIS, and global regulators — helping institutions interpret requirements and build durable compliance frameworks.

  • Regulatory change management
  • Compliance program design
  • Regulator engagement support
  • Risk framework development

Technology & Operations

Technology modernization and operational improvement that bridge the gap between technical capability and sustainable business outcomes.

  • Core system modernization
  • Operating model redesign
  • Vendor selection & management
  • Cost structure optimization

Industry & Market Structure

Advisory on industry-wide transitions — LIBOR reform, shadow banking, reference rate changes — working alongside trade bodies, regulators, and consortia.

  • Industry working group leadership
  • Market structure analysis
  • Reference rate transitions
  • Policy & standard-setting support

Built for financial institutions

Global & Regional Banks

Strategy, regulatory, and transformation advisory for complex, multi-business banking organizations.

Asset Managers

Operating model, technology, and product strategy for investment managers and fund complexes.

Capital Markets Firms

Market structure, trading operations, and digital asset capabilities for broker-dealers and exchanges.

FinTechs & Startups

Board-level advisory, go-to-market strategy, and regulatory navigation for growth-stage financial technology firms.

Industry engagement
Federal Reserve OCC Bank for International Settlements SIFMA IIF ICI Bretton Woods GLEIF · G20 BAI MFDF

Strategy grounded in operating reality

Galileo Advisory was built on a simple premise: financial institutions deserve advisors who have actually done the work — run operations, led regulatory programs, and driven large-scale change from concept through delivery.

We take a practitioner's approach. Recommendations are grounded in operational reality, communicated across the organization, and supported through implementation.

Senior-led

Every engagement is managed at the principal level — no junior hand-offs.

Specialist network

Vetted domain experts deployed on specific workstreams as needed.

End-to-end

Strategy and execution together — we stay through implementation.

Industry connected

Deep relationships with regulators, trade bodies, and peer institutions.

Ready to work together?

Whether you're navigating a regulatory shift, a major transformation, or an emerging technology — we welcome the conversation.

Senior expertise, practical results

Galileo Advisory is a specialized advisory firm serving banks, asset managers, and financial technology companies. We combine deep institutional experience with the agility of a focused practice — bringing the right expertise to every engagement.

Founded by Adam L. Schneider, Galileo draws on four decades of leadership across management consulting, C-suite operating roles, and active board service. Engagements are led at the senior level and supported by a network of experienced practitioners across strategy, technology, regulatory affairs, and operations.

Adam L. Schneider

Adam L. Schneider

Founder & Managing Principal
Background — 40+ years in financial services, consulting & operations
Prior firms — Oliver Wyman (Partner) · Deloitte (Principal) · Goldman Sachs
Operating — COO, Chancellor Capital (acquired by Invesco)
Education — MBA Columbia · BS MIT (Class President)

How we work

Galileo Advisory was founded on the premise that financial institutions deserve advisors who have actually done the work — sat in the C-suite, run operations, managed regulatory relationships, and led large-scale programs from start to finish.

We take a practitioner's approach to advisory: grounding recommendations in operational reality, communicating clearly across the organization, and staying engaged through implementation — not just the strategy deck.

Engagements are structured around the client's needs. Some benefit from a focused strategic assignment; others require ongoing advisory support across multiple workstreams. We adapt our model accordingly.

Where a project requires depth beyond our core team, we draw on a trusted network of experienced practitioners — former regulators, technologists, operating executives, and specialists — who share our commitment to quality and discretion.

Expertise at every level

Every Galileo engagement is led by a senior principal. We supplement our core team with a network of domain specialists — ensuring the right expertise for every aspect of a project, without the overhead of a large firm.

Senior-led engagements

Every client relationship is managed at the principal level. You work with the people who bring the most relevant experience to your challenge.

Specialist network

We maintain relationships with vetted former regulators, technologists, and operating executives who can be deployed on specific workstreams.

Integrated delivery

Strategy and execution travel together. We stay engaged through implementation — navigating the organizational and technical realities of getting things done.

Active engagement beyond the firm

Board Member
Global Legal Entity Identifier Foundation (GLEIF)
Chartered by the G20 and Financial Stability Board to provide trusted legal entity identification worldwide.
Board Member · Executive Committee · Secretary
Space Center Houston
The world's leading science and human space exploration STEM museum and learning center.
Board Member · Angel Investor
Rellevate · FinGoal · Multiple FinTechs
Active board roles and advisory relationships at multiple FinTech companies and startups.
Industry Working Groups
Fed ARRC Chair · Bretton Woods · IIB · ICI · MFDF · IIF · SIFMA · BAI
Leadership and participation in the bodies that shape financial services policy and practice.

A career built in the industry

2017 – 2023

Oliver Wyman

PARTNER

Led engagements helping financial institutions navigate complex regulatory, product, and compliance environments. Chaired a Federal Reserve working group and supported global financial regulators.

1983–1991 · 1995–2016

Deloitte Consulting

PRINCIPAL

Thirty combined years leading engagements across capital markets, banking, and investment management — building practices, driving major transformation programs, and advising C-suite leaders.

1991 – 1995

Chancellor Capital (acquired by Invesco)

COO

Responsible for investment operations, information technology, fund administration, vendor management, client servicing, and firm administration.

1981 – 1983

J. Aron Division · Goldman Sachs

PROGRAM MANAGER

Managed trading and back-office technology projects from feasibility through implementation.

Academic foundation

Columbia Business School
MBA · Management
Massachusetts Institute of Technology
BS · Management Information Systems · Class President

Sample Engagements

Representative examples of how Galileo Advisory has helped financial institutions and technology companies navigate transformation, manage risk, and capture opportunity.

01

Strategy

Corporate & competitive strategy for financial institutions

Engagement details coming soon
Strategic Planning M&A Market Entry
02

Startup & Angel

Board advisory and investment in early-stage FinTechs

Engagement details coming soon
Board Roles Go-to-Market Angel Investing
03

Technology & Operations

Modernization, efficiency, and operational transformation

Engagement details coming soon
Core Systems Operating Model Cost Optimization
04

Digital Assets

Tokenization, digital currency, and blockchain strategy

Engagement details coming soon
Tokenization CBDC DeFi Strategy
05

Regulatory Support

Compliance programs, regulator engagement, and risk frameworks

Engagement details coming soon
Fed / OCC / BIS Compliance Design Risk Frameworks
06

New Product Development

Concept to launch for new financial products and services

Engagement details coming soon
Product Design Launch Strategy Market Fit

Let's start a conversation

Whether you have a defined engagement in mind or are exploring how Galileo Advisory might help, we welcome the conversation. We typically respond within one business day.

Based in
New York metropolitan area
Serving clients globally
Areas of focus
Strategy & M&ADigital AssetsAI TransformationRegulatoryTechnologyMarket Structure