Joe Carrubba

Joe Carrubba leads the Asset Management segment in North America for Boston Consulting Group, and is a core member of the Financial Institutions practice area. He advises clients on a variety of strategic, operational, and organizational issues within asset management, asset servicing, wealth management, and banking. Joe has led many large performance improvement programs for financial service players and is a BCG topic leader in asset management, asset servicing, and digital transformation. He is also a core member of BCG’s office of the CFO.

Prior to joining BCG, Joe worked at a leading asset manager.

AREAS OF EXPERTISE

EDUCATION

BA, Cum Laude, Harvard University

Publications and Videos

Global Asset Management 2021: The $100 Trillion Machine

In a uniquely tumultuous year, assets under management worldwide showed strong overall growth, passing a major milestone along the way.

Global Wealth 2021: When Clients Take the Lead

Flipping the lens to look at global wealth from the perspective of client needs instead of net worth reveals huge untapped revenue pools lying in plain sight.

At the Crossroads: Wealth Management in North America

North American wealth managers entered the recent crisis in worse shape than they entered the Global Financial Crisis of 2008/2009. This creates a pressing need for change, and a revitalized agenda is called for to establish strategic priorities and a winning game plan.

Global Wealth 2020: The Future of Wealth Management—A CEO Agenda

Firms have been late to the present, and they’re even further behind in preparing for the future. With shifts accelerating, leaders must commit to essential changes now.

Global Asset Management 2020: Protect, Adapt, and Innovate

Alternatives continued to be one of the strongest-performing asset classes overall in 2019, but not all alternatives are created equal.

Outperform—Beat the Average: Key Levers for Top Performers in Wealth Management

This paper aims to understand what differentiates top-performing wealth managers from the average and identify the key strategic levers wealth managers can use to stand out from the crowd.

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How Global Asset Managers Can Step In as China Opens Up

Foreign asset managers may now expand into China, but they must tailor their strategy to the market’s unique characteristics.

Global Asset Management 2019: Will These ’20s Roar?

After last year’s tumult, 2019 has brought a welcome turning of the page. Here’s what success will look like in the next decade.

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How Asset Managers Can Win in a Winner-Takes-All World

Having dealt with a tough 2018, asset managers still face an uncertain economic future. It’s time to fortify defenses and prepare for opportunities.

Deep Expertise, Broad Experience