We have run companies like yours.

Welles C. Hatch — Sr. Managing Director, Finance & Technology Strategy

Welles has held CFO and CIO positions at emerging technology and service companies — often as the first executive in the role — helping teams stage for growth and transition. His niche is building the organizational capacity to scale: budgeting and planning, capital raising, investor relations, management information systems, and enterprise risk management, across SaaS, enterprise software, manufacturing, air charter, and professional and social services firms. He holds a B.A. from UMass Amherst and an M.B.A. in international business finance from The George Washington University, has served on public and private company boards, and is Treasurer and Trustee of the Scholarship Fund of Concord & Carlisle.

Leonid Tunik — Sr. Project Manager

Leonid has over 25 years leading technology projects and programs for organizations small and large: growing an award-winning consumer business to $3M in sales across 20+ locations, leading strategic transformation for a nonprofit medical journal with over a million subscribers, and managing data-driven SaaS solutions in higher education. He holds an MBA from Boston University and PMP certification, lives in Newton, MA, and is a lifelong downhill skier.

Christine Sullivan — Managing Director, Operations & Program Management

Christine brings a career rich in project management and large-scale change leadership. Most recently she led execution of technology strategy for a national nonprofit — managing the enterprise systems team through a transition from legacy client/server to a fully cloud- and mobile-enabled platform serving 28 locations and 4,000 staff and volunteers. She lives in central Massachusetts, where she continues a family tradition of community service.

Pat Walsh — Managing Director, IT Services

Pat has led IT support services at national nonprofits, commercial banks, and high-growth technology services firms, with a reputation for building a “can-do” culture and a “what else can I do” service ethic. He is credentialed across ERP, CRM, collaboration, identity management, and system security, and certified in a range of server environments, virtual and hardware.

How we work

A seat at the table — We are part of the team, not visitors to it. Day-to-day contribution, not a report left behind.

Advisory and execution — We strategize and we pick up a shovel. Coaching for board effectiveness to building workflow, as priorities require.

A subscription, not a meter — Fixed monthly fee. Aligned incentives: our value shows up in your results, not our hours.

AI-enabled, governed — Modern analytical tools under a published privacy policy. Deeper analysis, faster — with your information protected.

Adrian Loring Advisors is founder-owned and managed. Everyone in the firm contributes directly to its reputation and participates directly in its success — everyone is a stakeholder.