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 is a founder and managing partner at AlphaScale, where he blends his entrepreneurial experience with decades in corporate leadership to help clients achieve transformation and growth. Through tailored engagements, he builds distribution teams, business intelligence frameworks, and value-add programs—aligned with AlphaScale’s mission to help you differentiate, grow, and lead.
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.