Project Overview
As the fractional CTO for a boutique wealth and real estate advisory firm, Daniel Miret managed the firm’s cloud infrastructure and cybersecurity. This firm, which specializes in serving private families and private equity clients, relied on Daniel’s leadership to safeguard sensitive financial data, ensure regulatory compliance, and align technology initiatives with business goals. Working closely with the CEO, Daniel was responsible for creating a secure, scalable digital environment for the firm’s 15 individual advisors.
Objectives
1. Secure and Scalable Cloud Infrastructure: Maintain and optimize the firm’s cloud systems to support data access and collaboration among advisors while ensuring data security.
2. Implement Advanced Cybersecurity Protocols: Protect client and firm data with robust cybersecurity measures, addressing vulnerabilities and reducing risk.
3. Ensure Regulatory Compliance and Data Privacy:Establish and maintain data handling practices that comply with industry regulations for privacy and security.
4. Align IT Strategy with Business Goals:Act as a strategic partner to the CEO, aligning IT initiatives with the firm’s client-focused objectives and growth strategy.
Solution & Execution
Daniel’s approach as fractional CTO focused on proactive security, scalable infrastructure, and responsive IT support. Key actions included:
1. Cloud Infrastructure Optimization:Designed and maintained a cloud infrastructure that allowed secure, efficient access for advisors while supporting the unique needs of high-net-worth clients.
2. Cybersecurity Enhancements: Deployed multi-layered security protocols, including encryption, multi-factor authentication, and continuous threat monitoring, to secure sensitive client data.
3. Data Backup & Business Continuity Planning:Implemented a comprehensive backup and disaster recovery plan to minimize data loss and support continuity.
4. Compliance and Privacy Measures: Developed and enforced compliance practices aligned with regulatory requirements, ensuring data privacy and maintaining client trust.
5. Strategic Collaboration with the CEO: Worked closely with the CEO, advising on technology investments, cybersecurity priorities, and strategies that aligned with client engagement and firm growth goals.
Results
-Enhanced Data Security & Compliance: Achieved a high level of data protection and compliance, addressing the regulatory needs of a firm that serves private family and equity clients.
– Reliable and Scalable Cloud Solution: Provided a stable, scalable cloud infrastructure that supported collaboration among advisors and allowed for secure client interaction.
– Increased Client Trust: Strengthened the firm’s reputation for security and reliability, helping build trust with high-profile clients.
– Effective IT Leadership: Delivered responsive, strategic IT support as a fractional CTO, empowering the firm to focus on its core client services.
Conclusion
In his role as fractional CTO, Daniel’s management of cloud infrastructure and cybersecurity was instrumental in fostering a secure, compliant, and client-focused environment for the firm. By aligning technology initiatives with the firm’s strategic objectives, Daniel helped the advisory team deliver consistent, high-quality services to private clients. This project highlights Daniel’s ability to provide effective IT leadership and advanced cybersecurity solutions in a boutique advisory setting.
