Mindy Hauptman

Managing Director

Mindy Hauptman believes that financial institutions are well positioned to help their customers improve their financial health, and that doing so will improve the institutions’ business performance as well. She is the Managing Director of CFSI’s consulting/advisory practice. She provides strategic direction, performs business development, and contributes to processes that ensure the delivery of high quality insights and advice to clients.

Mindy brings to CFSI 15 years of experience at a top 10 bank where she held positions in deposit products, branch sales strategy, and marketing. Prior to this, she worked in market research and strategic planning, focusing on financial and other service institutions.

She earned an MBA from the Wharton School of the University of Pennsylvania and a BA in Public Policy from Princeton University. She currently resides in Philadelphia where she is enjoying being an empty nester with her husband Bill now that her children are attending college and law school. She is a crossword fanatic, an avid traveler, and a choral singer.