Marcy N. Schwab is a Senior Partner based in Washington, DC, who is passionate about innovation, strategy, and developing corporate leaders. She advises CEOs and senior teams in the areas of leadership, product development, consumer insights, GTM strategy, risk management, and strategic planning. With executive and advisory experience in Financial Services, FinTech, HealthTech, and not-for-profits, Marcy is particularly adept at leading efforts in highly regulated industries. Her large corporate and Federal clients have included Visa International, SEC, NIH, Spark Pediatrics, Cerebral, Purchasing Platform, DHL, Marriott, Hilton, Sallie Mae, and Cigna. Marcy has also advised high growth companies with total PE investments of over $3B.

Recent examples of her work include:

• Advised CEO of PE-backed healthcare provider on all matters of scale, investor relations, operations, marketing, and team leadership; integrated new acquisition; implemented best practices to high performing team; improved organizational design, hiring, and metrics for measurement

• Worked closely with CEO of Fintech startup from angel funding to Series B venture capital to develop, market, and sell payment products for transportation industry; advisory work included market research, product development, organizational design, and leadership coaching

• Evaluated market position and potential for growth of venture capital investment thesis for a private equity firm

Marcy serves as an Independent Corporate Board Director, Audit and Risk Committee Member (former chair) for NYSE: BMTX. Prior to her consulting work, she was a senior executive at Capital One and Sallie Mae, creating de novo businesses to address new consumer needs. Marcy developed deep credit and risk expertise as well as product development and marketing experience in the banking and financial services industries. She built ground-breaking businesses growing credit and deposit portfolios through new product development, go-to-market execution, regulatory and compliance management, and operational excellence. 

Earlier in her career, Marcy was a management consultant with Mercer Management Consulting (now Oliver Wyman), a senior financial analyst for Pizza Hut, Inc., and a part-time airport planner for the Maryland Aviation Administration.

Marcy has extensive experience serving on not-for-profit boards including Grad Bag, The Women’s Center, Jewish Community Relations Council (JCRC) of Washington, and the Charles E. Smith Jewish Day School. With a focus on children’s education, Marcy works with the team at JCRC as the education commission co-chair, representing Fairfax County, Virginia.  She has also worked in development, fundraising, and outreach.

Marcy earned an M.B.A. in Management and Strategic Marketing from the Wharton School of the University of Pennsylvania and a B.S.E. in Systems Engineering from the University of Pennsylvania.