ConsultingWP originated in 1985 with five principals dedicated to integrity and excellence in economic and financial consulting.

Through gaining experience in various economic periods, our team are able to identify the best opportunities whether we are in good times or bad times. Good times provide growth in our portfolio and bad times, despite the potential negative effects, can provide opportunities.

We see ourselves as a forward looking group of passionate property professionals with the relevant experience to match.

1985

Start with a small service

This was the time when we started our company. We had no idea how far we would go, we weren’t even sure that we would be able to survive for a few years. What drove us to start the company was the understanding that we could provide a service no one else was providing.

1990

First employees

This was the first period when Consulting WP actually felt like it would stick around for a while. We realized we were growing more stable and expanding at the same time. We needed a new office as we had severely outgrown the last one. We started scouting for a new location.

2001

First recognition

By this time we were a well known name within the industry. We had been prominent members of the industry for more than 16 years and worked for some of the biggest clients in the industry; we weren’t dismissed by anyone because we could not be dismissed by anyone.

2015

Consulting wp — corporation or family

Our journey has only brought us higher. Information Technology completely changes the way we analyze and present data. We have embraced new technologies and have ensured that our clients receive cutting edge analytics. As we go on towards the future we intend to exploit the full potential of new technologies to power our services.

Why choose us

Travel and Aviation
Consulting

Consultants ranked firms on a scale of one to 10, based on prestige, firm culture, work-life balance, compensation, and other factors.

Financial Services
Consulting

We are a dynamic niche consulting firm that has been helping visionary financial services brands convey their true essence.

Business Services
Consulting

We have had to start competing on quality of life in a way that they never had to before — leading to higher ratings from consultants.

Energy and Environment
Consulting

Engage with consumers and inspire the media — we ensure brands are seen and heard in all the right places.

Consumer Products
Consulting

We are a company that offers design and build services for you from initial sketches to the final construction.

Surface Transport
& Logistics Consulting

The ConsultingWP firm scored highest for vacation policy, hours in the office, and overall satisfaction.

Our mission

In 1990, ConsultingWP combined with Inception Analysis, Incorporated to strengthen its expertise in energy matters and opened its first office in Cupertino. Since then, the company has expanded throughout the United States and Europe to more than 300 people.

We know our clients’ brands inside and out to create bespoke campaigns that bring the brand story to life, engage with consumers and inspire the media.

  • Work fewer hours & make money
  • Phenomenal success in our target
  • Retain, high-paying customers
  • You’ll get more done in less time
  • Leadership skills to manage team
  • Generating millions of dollars

Our experience

Financial Services 87%
Business Services 75%
Consumer Products 63%
Energy and Environment 50%

Our team

  • Jason Levine

    Legal Advisor

    Jason Levine is an accomplished entrepreneurial executive and licensed attorney with an MBA/JD from...

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  • Eugene Schroeder

    Director of Feasibility

    Eugene Schroeder, with over 20 years in real estate, began buying and selling Florida properties...

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  • Carla Miaule

    Director of Investor Relations

    Carla has over 25 years of business and real estate investment experience and has an Executive MBA...

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  • Andy Carlton

    Director of Underwriting

    Andy is a seasoned professional in the world of real estate development and lending, bringing decades...

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  • Kevin Hill

    CFA, Chief Financial Officer

    Kevin brings over 20 years of expertise in commercial real estate and renewable energy investing,...

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  • Ed Carlton

    Correspondent Lender

    Ed Carlton, the founder of Bayway Mortgage Group, brings a wealth of experience and expertise to...

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  • Anthony Gioia

    Lender Relations

    Anthony Gioia is a seasoned professional in the field of lender relations and operations, renowned...

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