Industry Advisors
The Role of an Armstrong Wolfe Industry Advisor
The primary objective of an Advisory appointment with Armstrong Wolfe is to help alumni maintain a strong professional network and stay updated on financial services trends. By engaging in these roles, advisors enhance their visibility and position themselves as industry experts.
Advisors play a key role in fostering dialogue and collaboration within the International COO Community (iCOOC). They are typically experienced professionals with backgrounds in banking, asset management, strategy, innovation, transformation, business risk, and controls within first line business management.
Leveraging their expertise, advisors contribute to Armstrong Wolfe’s mission of facilitating industry conversations and knowledge-sharing, all while maintaining their industry visibility.
Advisors are invited to Armstrong Wolfe’s industry dinners, where iCOOC members discuss critical issues and emerging trends. They are expected to actively engage in discussions and contribute to the AW 500, a report summarizing key insights from each event. This report is shared with attendees and iCOOC members.
Advisors may also be invited to chair or co-host dinner segments, providing them with an opportunity to shape discussions, guide exchanges, and demonstrate their expertise to an executive audience. These opportunities enhance the dinners’ value and allow advisors to build rapport with potential interim engagement managers.
Beyond in-person events, advisors may co-host online forums, share their industry knowledge in virtual panels, and contribute written articles to the COO Magazine. These contributions enrich Armstrong Wolfe’s intellectual capital while reinforcing the advisors’ standing as thought leaders.
This approach benefits both advisors and Armstrong Wolfe’s community, ensuring a dynamic exchange of ideas and expertise. Armstrong Wolfe’s commitment to supporting advisors reflects its understanding of the challenges senior professionals face during career transitions.
In summary, the role of an Armstrong Wolfe Industry Advisor involves contributing to the community while fostering personal professional growth. Through participation in events, forums, and publications, advisors shape the discourse around financial services and advance their own careers in an evolving sector.
North America Industry Advisors
Penny Cagan
Former Americas Head of Operational Risk, UBS
Larry List
Former Chief Conduct and Controls Officer, Global Markets Americas, BNP Paribas
Annabelle Plotkin
Former Global Head of Risk, Columbia Threadneedle
George Nunn
Former COO Global Markets and Global Banking Americas, BNP Paribas
Katy Matvey
Former APAC COO, Wells Fargo
EMEA Industry Advisors
Toby Billington
Former Chief Controls Officer Global Banking, HSBC
David Blunt
Former Financial Conduct Authority
Dean Berney
Global Head of Operational Resilience & GCOO Risk Management, Legal & General
Peter Zorn
Former Managing Director, Group Technology & Operations, Group Finance and Global Transaction Banking, Deutsche Bank
Andrew Murfin
Former Group Managing Director, Head of Global Wealth Management and EMEA Operations, UBS
Nikitas Psyllakis
Former Global Divisional COO, EMEA COO and UK Country Officer, DWS Group
Become a Member
Armstrong Wolfe Forums & Events 2025
In 2025, we are proud to offer our members an extensive program of 100 events, comprising 61 in-person gatherings and 39 online sessions.
We recognise the growing importance of online engagement in today’s business landscape, enabling us to connect our global community in real time for meaningful discussions. However, we firmly believe that in-person events remain the cornerstone of our community, fostering deeper connections, collaboration, and impactful engagement.
For more information about our membership or events program, please contact:
Banking: Maurice Evlyn-Bufton, CEO
Asset and Wealth Management: Terry Yodaiken, CAO
We look forward to welcoming you to Armstrong Wolfe in 2025 and helping you become an active part of our thriving global community.