The Team Behind the AlphaScale Framework:
Your partner in differentiation and growth
At AlphaScale, we do more than offer advice — we partner with Financial Advisors, Wealth Management Firms, and Asset Managers to AlphaScale their business, driving real differentiation and measurable growth. Our AlphaScale Framework combines decades of experience with actionable strategies that work.
Our Mission & Approach
To empower Financial Advisors, Wealth Management Firms, and Asset Managers to differentiate and grow through our proprietary AlphaScale Framework — a proven, actionable system for achieving lasting success.
What is the AlphaScale Framework?
AlphaScale [AL-fuh-skayl] verb: To differentiate and grow
with precision, confidence, and purpose.
The AlphaScale Framework is built on three core pillars:
Activation
Turning ideas into action with tailored consulting and coaching that drives immediate momentum and engagement.
Optimization
Enhancing operational efficiency, leadership, and client service to create scalable, sustainable firms.
Acceleration
Driving strategic growth, market differentiation, and client acquisition for long-term success.
Our clients don’t just get accountability and ideas, they get a long term partner who helps them activate, optimize, and accelerate in real time.
The AlphaScale Framework is built on three core pillars:
Activation
Turning ideas into action with tailored consulting and coaching that drives immediate momentum and engagement.
Optimization
Enhancing operational efficiency, leadership, and client service to create scalable, sustainable firms.
Acceleration
Driving strategic growth, market differentiation, and client acquisition for long-term success.
Our clients don’t just get accountability and ideas, they get a long term partner who helps them activate, optimize, and accelerate in real time.
Why AlphaScale? What makes us different?

Long-Term partnerships, not transactions
Many clients have been with us for 5, 10, even 18 years.
We embed ourselves as part of your team.

Practitioners first
With backgrounds as advisors, Industry executives, and coaches,
we bring real-world expertise, not theory.

The AlphaScale Framework
Our proprietary system, designed to deliver differentiation and growth
— and built around Activation, Optimization, Acceleration.

Tailored, hands-on support
Customized consulting and coaching designed to execute,
not just advise.

Heritage + Edge
A deep respect for the tradition of the industry, paired with
innovative strategies to lead into the future.
Meet the Leaders
Michael Silver
Founder and
Managing Director
Michael Silver
Founder and
Managing Director
With 13 years as a financial advisor and over 19 years as a coach, consultant, and speaker, Michael has helped countless advisors and teams AlphaScale their businesses with proven strategies for growth and efficiency.
Eric Sheikowitz
Founder and
Managing Director
Eric Sheikowitz
Founder and
Managing Director
A 27+ year sales and marketing expert, including 19+ years coaching top advisors and firms, Eric focuses on client acquisition, practice management, and leadership — empowering firms to AlphaScale to new heights.
Mark Spina
Founder and Managing Partner
Mark Spina
Founder and Managing Partner
Mark Spina, Founder and Managing Partner at AlphaScale, brings over 20 years of expertise in corporate leadership and entrepreneurship. Known for driving transformative growth, Mark excels at building high-performing teams, developing business intelligence frameworks, and creating value-add programs. His work has empowered financial services organizations to achieve sustainable growth and market leadership. Recognized for his strategic management and leadership development skills, Mark designs tailored engagements at AlphaScale that align with clients’ strategic goals, fostering differentiation and innovation.
Before creating and scaling innovative companies, Mark held executive leadership roles in global corporations, where he led initiatives that boosted revenue, streamlined sales processes, and expanded market share in competitive sectors. Throughout his corporate tenure, Mark prioritized the professional development of his team and created value-driven programs for clients, particularly wealth management firms and their financial advisors. His entrepreneurial ventures include founding tech-driven startups, collaborating with partners to scale operations and secure significant investor backing. Mark’s unique blend of corporate and entrepreneurial experience, paired with his strategic vision and hands-on approach, positions him as a trusted advisor to C-suite executives and emerging entrepreneurs across diverse business landscapes.
Outside of work, Mark has been training Brazilian jiu-jitsu for many years, which sharpens his focus and problem-solving abilities, and enjoys surfing to recharge. As a podcast host, he has shared insights on entrepreneurship, leadership, and industry trends, while his passion for historical reading informs his strategic perspective.
At AlphaScale, Mark is dedicated to empowering clients to differentiate, grow, and lead, aligning with the firm’s mission to deliver transformative impact. Additionally, he is a partner at Wealthvista, serves as an advisory board member at FLX Networks and is a board member for the SEAL Family Foundation.
David Finley
Senior Strategy Consultant
David Finley
Senior Strategy Consultant
Over 30 years in wealth management as an advisor, branch manager, and entrepreneur—founding two broker-dealers—and the industry's leading authority on competitive positioning and strategy for wealth advisors.
Joy Tornillo
Senior Coach
Joy Tornillo
Senior Coach
Joy Tornillo is a Senior Coach with 28 years of experience working with financial advisors and teams across wire-houses, regional firms, and independent practices. From new advisors to Barron’s Top Teams, she provides clear, actionable strategies focused on business development, marketing, and team dynamics. With a background in psychology and law, Joy brings a thoughtful, structured approach to every engagement. As an AlphaScale coach she works with a select group of clients mainly in the Midwest and East Coast. Originally from Minnesota, she has lived outside of Atlanta for 30 years with her husband, Glenn. Joy holds a B.A. and a J.D. degree.
David Leo
Senior Coach and Content Developer
David Leo
Senior Coach and Content Developer
David I. Leo is Founder of Street Smart Research Group LLC and Senior Coach at AlphaScale and Co-Director of Content Development. He is an author, coach, consultant, and trainer offinancial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.
David had a 30-year career at IBM including as a Business Process Reengineering Consultant and Engagement Manager for the Financial Services Industry. He also spent seven years at UBS/PaineWebber working directly with Financial Advisors to assist them in productivity growth.
David received a Bachelor of Science degree in Commerce and Engineering from Drexel University and an MBA from New York University.
Michael Futterman
Senior Coach
Michael Futterman
Senior Coach
Michael Futterman is a Senior Coach with 23 years of experience in financial services, specializing in leadership development, team building, and behavioral coaching. He has worked with clients across RIA and Wirehouse firms in the U.S. and internationally. Michael holds an MA in Organizational Psychology from Columbia University and is passionate about helping clients challenge the status quo. At AlphaScale, he leverages his expertise at the intersection of psychology and business to drive client success.
Randy Kent
Senior Coach
Randy Kent
Senior Coach
As an AlphaScale Senior Coach, Randy Kent specializes in the key areas of new business development, accountability, client service enhancements and team optimization. With over 22years of experience, he has developed a good understanding of how to address many of the challenges faced by individual financial advisors. Randy’s natural abilities to coach, motivate, uncover dormant talents and hold advisors accountable have brought positive resultsranging from increased AUM, new client relationships, improved client retention and better team dynamics.