premiere financial services consulting firm Intersource will worry about the Regulators, so you can focus on your Business

New York | Greater Boston
888-584-9002

welcome

Intersource Consulting Group LLC combines all the key ingredients to a successful financial services firm in one monthly subscription service. Starting with a solid compliance background, ICG can help your firm identify weaknesses in policies, compliance culture, surveillance, back office operations, training, and technology to bolster your readiness in regulatory exams and various market conditions.

We push you to the success!

services

In response to this need, ICG is a firm that enables Financial Services firms to leverage the infrastructure of a much larger enterprise while paying for only what they need on a monthly subscription basis. This allows firms to control their costs, predict finances and summon extra support as the needs of the firm grow. Adding to that foundation is ICG’s philosophy of understanding what our clients need, providing them with exceptional customer service, and delivering a cost-effective solution to addressing those needs. ICG prides itself on being able to offer the highest quality professionals and associates to help you meet all your regulatory, operational, technological and financial reporting requirements!

No matter what your firm’s size, you can run a robust, effective and cost-managed infrastructure at your fingertips. Because at the end of the day, you’d rather be focused on generating more business and growing your firm.

TEAM

MEET THE TEAM

Don Pollard
Ceo / Remote Cco

Mr. Pollard serves as the Chief Executive Officer of Intersource Consulting Group, located in New York, overseeing Compliance, Operations and Business Development for ICG. Mr. Pollard is an experienced executive with over 25 years in the financial services industry. ...

Ernie D. Kappotis
Cfo / Remote Finop

Mr. Kappotis is the Chief Financial Officer of Intersource Consulting Group, located in Greater Boston, also serving as Remote FINOP for broker-dealer clients. With twelve years of rock solid experience in broker-dealer and investment advisory compliance & accounting...

Bio

Membership

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Intersource CG is a proud partner of the Institute for Innovation Development ("IID"). www.innovationdevelopment.org , an educational and business catalyst for members determined to grow their businesses in a world of constant change.

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