About Us
We are a Boston, Massachusetts headquartered investor education company. We began operations in 2020 as a financial risk consulting company helping small and medium banks implement a new accounting standard – Current Expected Credit Loss (CECL). As the industry completed CECL implementation, we transitioned into an investor education company in 2022. We taught our first learner in March 2022 on the Outschool education platform. As of March 2024, we taught over 400 classes and have over 100 reviews on the platform. We are expanding our reach by offering in-person education, accepting adult learners, and covering investing related subjects.
Team
ADRIAN WONG, CFA
Director, Investments
Mr. Wong heads business development, client consulting engagements, and the Wall Street Basement blog at Palm Street Consulting LLC. He has worked for the company since 2020.
Prior to his role at Palm Street, he was Senior Credit Risk Manager (Financial Risk Director) at Brookline Bancorp and the architect of the bank's Current Expected Credit Loss (CECL) program, leading several departments. His leadership helped the bank become part of the first wave of successful CECL implementations in the financial industry. His previous industry experience includes:
He has a Bachelor of Science in Business Management from Boston University, a Master of Science in Finance from Boston College, and the Chartered Financial Analyst (CFA) certification. |
Contributor, The Wall Street Basement BlogMr. De Silva writes articles for Palm Street Consulting LLC's investor blog, The Wall Street Basement
He is the Founder of Leads From Gurus, on Seeking Alpha. As a freelance contributor, he has published articles for TipRanks, GuruFocus, Refinitiv, ValueWalk. Previously, he has 7 years of experience in the financial services industry. Mr. De Silva is a candidate for the CFA charter. |
Graphic DesignerHabib is instrumental in designing Palm Street Consulting LLC's logo and print/digital stationeries.
He has over 20 years of experience as a print and graphic designer serving local and international clients. Habib owns Modern Printers in Haripur, Pakistan. |
Join Our Team
We are always interested in adding new members to our team. If you are interested in joining us please send an email with your resume attached to recruiting@palmstreetconsulting.com.
Consulting |
Corporate |
Our consulting team makes our client's success their mission.
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Our corporate team handles our marketing, legal, IT, and office administration needs
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