You are putting in the hours. You are doing the work. And you are still not getting promoted. The problem is not your effort — it is your strategy. Asset Performance OS is the executive coaching practice built by a 20-year finance veteran to help Wall Street VPs make the leap to Managing Director.
Most VPs trying to make MD put in more hours and take on more manual work. Here is why that strategy fails every time: you are stuck in execution instead of strategic thinking. It makes you look like a junior resource, not a leader. And it reinforces that you are needed exactly where you are.
MDs assume you cannot handle more critical responsibilities. You become the go-to person for problems instead of solutions. You are seen as a cog in the machine that cannot be moved. And the promotion goes to someone who was more visible, more vocal, and better positioned — not necessarily more talented than you.
"Most executive coaches have frameworks built from textbooks. They have never sat across from a CEO in a live deal, managed a team through a market correction, or navigated the politics of a bulge bracket promotion cycle. I have. That is the difference."
Built from 20 years inside finance and investment banking, this is not a generic leadership framework. It is a three-phase operating system designed specifically for how Wall Street works, how promotions are actually made, and what it takes to lead at the MD level.
Just like a financial audit, this phase is about uncovering what is really happening. We assess your mindset, energy, habits, and leadership behaviors to get a clear picture of what is working and what is holding you back. Most VPs are working hard in the wrong direction. This phase resets your foundation and your perspective so that everything that follows is pointed at the right target.
The problem is not that you are not working hard — it is that you have misallocated your time, energy, and habits into areas that will not get you promoted. This is where clarity becomes a plan. We build your custom blueprint that channels everything you have into the highest-return activities: your personal preparation first, then your strategic presence at work, then your leadership at home.
Phases one and two mean nothing without execution. This is where most people fail — they have the insight but not the implementation. Using structured accountability, daily check-ins, and feedback loops, we ensure your goals turn into consistent action and real-world results. By the end of 90 days, you have developed the habits, the reputation, and the tangible contributions required to get on the shortlist.
Joe Robinson is an executive coach and former investment banker who spent 20 years in finance, including 15 years advising CEOs, managing directors, and founders across multi-billion-dollar transactions. He has been inside the machine you are trying to move through — and he knows exactly how promotions are made, and why talented people get passed over.
After overcoming homelessness and significant childhood challenges, Joe enrolled at Princeton University and played wide receiver on the football team. He went on to earn his MBA at Northwestern's Kellogg School of Management, then built a career at the intersection of banking, real estate finance, and leadership development.
He hired executive coaches himself while working full-time in finance. Most of them had never worked a deal, navigated a firm's political landscape, or understood the specific demands of a Wall Street career. That gap is what Asset Performance OS was built to close.
He practices what he preaches. Every client call reminds him why that matters.
The most direct path to your promotion. Private, personalized coaching built entirely around your firm, your role, and your specific promotion timeline. We move through all three phases — the Alignment Audit, Asset Allocation, and Portfolio Optimization — in a 90-day sprint engineered for how Wall Street actually works. Not a textbook framework. A battle-tested system built by someone who has sat across the table in the deals, the reviews, and the rooms where careers are made.
Book a Strategy Call →"The details of what we do together stay between us. That is by design."
The framework is built around your firm, your politics, and your specific path to MD. Book a call and Joe will walk you through exactly what that looks like for your situation.
Schedule Your Alignment AuditA curated cohort of finance VPs working through the Asset Performance Model together. Peer accountability, shared insight, and a network of professionals who understand exactly what you are navigating. Structured around the same three-phase framework with the added leverage of community.
Learn More →Joe brings the Asset Performance Model to leadership conferences, firm offsites, and team development events. Grounded in 20 years of real finance experience — not theory. Practical, direct, and built for rooms full of people who see through generic motivation.
Inquire →Multi-day retreats — like The Summit in Aspen — combining keynote programming, peer connection, strategic reflection, and high-performance wellness. An investment in your network, your mindset, and your operating system at the same time.
Inquire →Dialing in my nutrition gave me sharper focus and steady energy. I am performing better in the office and recovering faster outside of it.
Joe helped me break bad habits and rebuild structure. With better routines, I delegate more effectively and show up as a stronger leader and a stronger dad.
Getting grounded in the fundamentals gave me clarity. I built a more efficient service model for our LPs and a more intentional life outside the office.
"The problem is not that you are not working. It is that you have misallocated your assets."
We start with where you are. We get clear on where you want to be. We throw out all the assumptions about what your path to MD should look like. Then we build a plan aligned with who you are, how your firm works, and what matters most to you.
If you are frustrated, undervalued, and unclear on your path to MD, you do not have a talent problem. You have a strategy problem. One conversation with Joe can change the entire trajectory of your next 90 days. The call is free. The roadmap is real. The results are yours to keep.