Institutional understanding.
Hands-on engineering.
An advisory and embedded engineering firm building around the institution.
Your rules should
shape your technology.
DAP works primarily with institutional financial services: asset managers, OCIOs, pensions, insurers and family offices.
We bring advisory judgment and implementation together. Your policies, procedures, records and people inform the build from the outset.
The relationship runs from assessment through governance, engineering and transfer. The result should be something your institution can understand, oversee and own.
See how we workBrendan Sibeth
Experience across the institutional investment stack.
Before founding Dartmouth Advisory Partners in January 2025, Brendan worked across institutional investment technology at TD Bank, SS&C GlobeOp, MSCI and Burgiss.
That experience informs the firm’s focus on the realities behind a system: the handoffs, constraints and judgments that determine whether it works.
Read the published work