Posts by Will Dwyer
Praxis Solutions Expands Leadership Team, Appoints Charlie Shaffer as Chief Revenue Officer to Lead Distribution Growth and AI-Powered Transformation
NEWPORT BEACH, Calif., Sept. 17, 2025 /PRNewswire/ — Praxis Solutions, a leading AI Tech Enabled Consulting firm transforming the wealth and asset management industries, today announced the appointment of Charlie Shaffer as Managing Director, Chief Revenue Officer. A veteran distribution executive with more than three decades of experience, Mr. Shaffer brings deep expertise in sales leadership, capital markets, and building…
Read MoreWhat Off-the-Shelf AI Can – and Can’t – Do for Business
Generative AI tools like ChatGPT and Copilot are everywhere—and for good reason. They’re fast, accessible, and increasingly impressive. Individuals and small teams use them tosummarize dense content, extract insights, or make sense of complex documents with just afew prompts. But there’s a difference between helpful and enterprise-ready. In environments where accuracy, security, scalability, and integration…
Read MorePraxis Solutions Appoints John F. Sweeney as Chief Executive Officer
BOSTON and NEWPORT BEACH, Calif., June 26, 2025 /PRNewswire/ — Praxis Solutions, a fast-growing AI-powered, tech-enabled services firm serving the wealth and asset management industries, announced John Sweeney as Chief Executive Officer. He succeeds Praxis founder Bill Dwyer, now serving as Executive Chair and CEO of Praxis’ Anchor Advisory business unit. Sweeney has served as President of Praxis since 2024, will oversee…
Read MoreAI Strategy Playbook – At a Glance
In today’s fast-paced world, the right AI strategy can revolutionize your business. At PraxisSolutions, we empower organizations to seamlessly integrate AI into their operations,driving growth, efficiency, and innovation. Our AI Strategy Playbook provides a tailored roadmap for successful AI implementation,helping you achieve measurable results while navigating challenges and seizingopportunities. Download the PDF here.
Read MoreStratCap President Jim Condon Joins Praxis Solutions Advisory Committee
NEWPORT BEACH, Calif., June 17, 2025 /PRNewswire/ — Praxis Solutions, a technology-enabled consulting firm transforming the Wealth and Asset Management industries through AI, today announced that Jim Condon has joined its Advisory Committee. Mr. Condon brings nearly two decades of leadership in private equity, capital markets, and digital infrastructure, with a proven ability to scale…
Read MoreVeteran Portfolio Manager and business builder Curt Brockelman Joins Praxis Board of Directors and Investor Group
NEWPORT BEACH, Calif., June 5, 2025 /PRNewswire/ — Praxis Solutions, a technology-enabled AI consulting firm transforming the Wealth and Asset Management industries, announced that Curt Brockelman has joined its Board of Directors and investor group. With more than 25 years of experience in institutional investment management, portfolio construction, and alternative strategies, Mr. Brockelman brings a unique combination of analytical…
Read MoreData Management Playbook – At a Glance
In today’s business landscape, data is more than just information—it’s the foundation ofinnovation and growth. Without a clear strategy, however, its potential remains unrealized. Our Data Management Playbook provides a tailored roadmap for developing andimplementing an effective data strategy. At Praxis Solutions, we help you transform data into astrategic asset, streamlining operations, mitigating risk, and…
Read MoreIndustry Leader in Alternatives, Pat Miller, Joins Praxis Solutions Advisory Council
NEWPORT BEACH, Calif., May 11, 2025 /PRNewswire/ — Praxis Solutions, an AI consulting firm transforming the wealth and asset management industries, announced that Patrick Miller has joined its Advisory Council. A seasoned executive with more than two decades of experience in alternative investments and capital markets, Mr. Miller brings a strong track record of building and scaling distribution businesses.…
Read MoreUnlocking the Power of Internal Search
By Rob Marsh Internal search—allowing employees to navigate company data as easily as a Google search—is now a scalable reality. The shift from traditional search engines to AI-driven answer engines marks a major leap in extracting internal knowledge, enabling companies to navigate their own data as efficiently as external searches. In the digital age, search…
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