Your Ticket to Career Adventures

“The right boutique consulting partner can serve as your ticket to unparalleled consulting adventures with unique clients who are tomorrow’s economic drivers.”

– Mark Weber (Managing Partner and Co-Founder, Croixstone Consulting)


What is a Boutique Consulting Firm?: A boutique consulting firm is defined as a small or niche consulting firm that specializes in delivering specialized services and expertise to clients in specific industries or functional areas. Unlike larger consulting firms that offer a broad range of services, boutique firms focus on delivering highly tailored solutions and personalized attention to their clients. Croixstone Consulting is a boutique consulting firm that drives business outcomes by accelerating and sustaining transformations for a national portfolio of middle market and large corporate clients.

Opportunities to Apply Your Expertise in New Ways: Many large and boutique consulting firms hire for deep functional expertise in a specific industry. That said, there are firms like Croixstone Consulting which seek to hire highly intelligent professionals who have applied their expertise across a broad swath of industry sectors and company sizes. Croixstone tends to work with clients who value the expertise and diverse perspectives that can be delivered by consultants who bring new insights and best practices that can be adopted from other industries. Innovation is often fueled by this type of approach. And best of all, this approach enables consultants with a sense of adventure to apply their expertise in new, invigorating, and career-building ways.

Consulting Adventures Defined: Since Croixstone’s founding nearly 7 years ago, our consultants have applied their expertise in a variety of adventuresome ways. Examples include:

• Outer Space: We helped to stand up the HR function for a global leader in space exploration.

• The Sun: We helped to optimize operational processes for a fast-growth developer of utility-scale solar farms.

• Planet Earth: We created a technology training program for an organization that studies and documents languages around the globe.

• The Seas: We helped to lead an enterprise Payroll technology project for a global telecommunications company that delivers critical communications services to the maritime sector.

• Your Backyard: We completed market research for a market leader in fencing that is owned by one of the world’s top 10 private equity firms.

• Your Bedroom: We guided a divestiture for one of the largest USA producers of components for the bedding industry.

• Your Medicine Cabinet: We provided Interim Plant Managers to fill critical vacancies for a PE-backed global manufacturer of protective packaging for the pharma and health sectors.

If You are Seeking Adventures in Your Career: We recommend that professionals who crave adventure and continuous learning opportunities in their careers explore the pathways that can be delivered by boutique consulting firms.

Learn more: Read Croixstone’s blog to explore our career-oriented posts on topics including the boutique consulting sector, portfolio careers, artificial intelligence and the career search, the future of work, and much more.


Why the Portfolio Life is Attracting so Many

“I prefer the term “portfolio life” over “portfolio career,” but whatever you want to call it, it’s an opportunity to gain control over your life in the midst of uncertainty and constant disruption.”

– Christina Wallace (Senior Lecturer, Harvard Business School and author of The Portfolio Life)

A new way to view career: In launching Croixstone Consulting in 2016, our firm’s co-founders, Patti Weber (CEO) and Mark Weber (Managing Partner), designed a business plan that placed “portfolio professionals” at the center of the firm’s universe. While the concept of “portfolio life” or “portfolio careers” was not well known at that time, the career framework is gaining increasing popularity and adoption by professionals who understand that the future of work demands a new blueprint for architecting one’s career – – and life.

A guide to future-proof your career: Last month, Christina Wallace of Harvard Business School published a fascinating book entitled The Portfolio Life. This on-point book serves as a guide to future-proof your career, avoid burnout, and build a life bigger than your business card.

Definition of portfolio career: We like the following definition of portfolio career as published by Harvard Business Review. Whereas a career path tends to be a singular pursuit (climb the ladder in one direction and focus on what is straight ahead), a career portfolio is a never-ending source of discovery and fulfillment. It represents your vast and diverse professional journey, including the various twists and turns, whether made by choice or by circumstance.

Four pillars of the portfolio life: Christina Wallace advises that the following four pillars are essential when adopting the portfolio life / career:

1. Identity
2. Optionality
3. Diversification
4. Flexibility

Learn more: Learn more about the portfolio life / career framework and the four pillars to adopt this increasingly popular career framework here.


On the Radio with Croixstone

“The power of radio is not that it speaks to millions, but that it speaks intimately and privately to each one of those millions.”

– Hallie Flanagan (American Theatrical Producer, Director, Playwright & Author)

Croixstone’s CEO and co-founder, Patti Weber, and Managing Partner and co-founder, Mark Weber, were featured guests this past weekend on The Francene Marie Show that airs on 6 top-rated FM and AM radio stations in the Charlotte, NC market.

Francene Marie Morris serves as Public Affairs Director as well as Host and Producer of The Francene Marie Show that airs on radio stations in the Charlotte market owned by Beasley Media Group. The lively radio interview with Croixstone’s leaders featured insights and perspectives on the labor market, employment trends, and job search strategies.

Listen to the interview here.


Croixstone’s Lisa Cahill to Participate in ENCOUNTER Charlotte

One of Croixstone’s favorite hometown nonprofits is Leadership Charlotte. This great organization has a mission to develop and enhance volunteer community leadership by providing a diverse group of emerging and existing leaders with the opportunity to increase their community knowledge, civic network, and service to the community.

Leadership Charlotte offers two programs to fulfill its mission. The organization’s core program is “Leadership Charlotte”, a 10-month program where an average of 50 participants explore current issues with a variety of community leaders. Additionally, the organization offers a scaled-down version of its core program called “ENCOUNTER Charlotte.” This program serves as an orientation to Charlotte and to community leadership over a two-day period each spring and fall.

Croixstone’s very own Lisa Cahill (Senior Talent Leader) is participating in ENCOUNTER Charlotte’s spring 2023 program. She joins participants from a diverse portfolio of organizations across the Charlotte region including: Charlotte Regional Business Alliance, Novant Health, Truist Financial, Microsoft, Grant Thornton, Bank of America, Second Harvest Food Bank, Dowd YMCA, and more.

Croixstone’s CEO, Patti Weber, and Managing Partner, Mark Weber, are past participants of ENCOUNTER Charlotte. Learn more about the organization here.


November is Pancreatic Cancer Awareness Month

Did you know that November is Pancreatic Cancer Awareness Month? This month is exceptionally important to Croixstone Consulting as three of our senior leaders have families who have been impacted by this challenging disease.

Croixstone’s CEO and co-founder Patti Weber lost her father to pancreatic cancer, our Managing Partner and co-founder Mark Weber lost his mother to the disease, and our Senior Manager of Business Operations Grace Lynch lost her niece to the disease.

Pancreatic cancer is the 10th most commonly diagnosed cancer in the USA and is the nation’s third leading cause of cancer-related death. Despite these facts, the typical American knows very little about the disease.

To honor the loved ones they’ve lost to pancreatic cancer. Patti, Mark and Grace are determined to educate Americans about the disease. In 2020, the trio launched a non-profit community organization (The Charlotte Pancreatic Cancer Alliance) to increase awareness of the disease with a hyper local focus on the fast-growing Charlotte, North Carolina region.

Charlotte Pancreatic Cancer Alliance is a member of the World Pancreatic Cancer Coalition (WPCC) which is a global consortium of pancreatic cancer advocacy organizations. In October 2021, WPCC profiled Charlotte Pancreatic Cancer Alliance along with Patti, Mark and Grace in its monthly newsletter.

Read the profile here.
Learn more about the symptoms and risks of pancreatic cancer here.


Martha Stewart and Leonardo da Vinci? They have more in common than you know.

Leonardo da Vinci.
Andy Warhol.
Walt Disney.
Martha Stewart.
Dwayne “The Rock” Johnson.

Two weeks ago, our Managing Partner and co-founder Mark Weber returned for a command performance to LOOM Coworking, Gallery and Event Space in Fort Mill, SC to share insights on the common thread that ties these five, highly accomplished professionals together.

The common thread?

Each of these famous people built a “portfolio career”, a style of working where a professional combines multiple streams of income to earn a robust living. Think of a portfolio career like an investment portfolio whereby you derive income from multiple streams that you professionally manage with a high degree of care, strategy and intentionality.

Portfolio careers are booming. In a recent article published by Ben Legg, the former COO of Google Europe, it was noted by the Organisation for Economic Co-operation and Development (based in Paris) in its Future of Work study that an estimated 50% of developed country workforces would be gig workers by 2030. Similarly, Ladders published a story that featured a forecast from Statista, the market research firm, that freelancers will make up more than 50% of the USA’s workforce by 2027.

So why are portfolio careers growing?

For starters, more and more professionals are realizing that they have the right and power to veer from the traditional career script. Many of the most skilled and intelligent workers crave both variety and challenge in their careers, and they find it fulfilling to meet their needs outside the traditional career path.

For these professionals, there is often a greater sense of purpose, clarity, and flexibility that accompanies the building of a portfolio career.

Respected thought leaders including Harvard Business Review and Forbes are publishing a growing body of articles and videos that are providing legitimacy to those attracted to the concept of a portfolio career. Additionally, a growing number of employers, including Croixstone Consulting, are intentionally building and diversifying their workforces by designing and implementing talent strategies focused on portfolio professionals.

Visit Croixstone Consulting’s Linktree to find a variety of links to learn more about the benefits and rewards of building a portfolio career.


Croixstone Consulting Turns “6”

The Croixstone Consulting team is celebrating its sixth business anniversary this month! Patti Weber and Mark Weber launched Croixstone as a boutique management consultancy in 2016. Their vision was to offer the world a highly differentiated business model in management consulting that would transform careers and businesses. The two entrepreneurs powered their vision by using their superpowers in strategic networking and relationship-building to connect the brightest minds.

In honor of the firm’s sixth business anniversary, here are six fun facts about Croixstone Consulting.

#1) Our name. Rivers are a hugely important part of life that connect humans in so many ways. The inspiration for Croixstone’s name is the St. Croix River (French: Holy Cross), a tributary of the Mississippi River that forms a border between the states of Wisconsin (the home state of Patti and Mark) and Minnesota (where the firm’s founders each began their careers).

#2) One more thing about our name. The correct way to pronounce the company’s name is “kroy-stone.”

#3) Our garage was a loft. Many of the world’s best known start-up companies were launched in garages. Croixstone launched its business in 2016 in Loft 309 of the former Lance Crackers building on South Boulevard in Charlotte’s booming South End Neighborhood. Not a garage, but a very cool loft to build a very unusual company.

#4) We LOVE constructive nonconformists. Business mavericks. Rebel talent. Call them what you will. One of our core beliefs is that these are the people who drive innovation in companies.

#5) We also LOVE portfolio professionals. We believe portfolio careers are the future of work. And so do many other thought leaders and futurists.

#6) Curiosity. One of our core values. We practice intelligent exploration and intellectual humility. We apply the best of our professional life experience, but always stay focused on what’s left to learn. From space exploration companies to solar farm developers to fintech unicorns, our curiosity has fueled Croixstone’s ability to build a truly unique client portfolio over the past 6 years.


Reimagine the Way You Give

Almost 7 years ago, our co-founders Patti Weber (CEO) and Mark Weber (Managing Partner) were seeking a new way to put their skills and interests to work in a meaningful way to give back in their home city of Charlotte, NC.

That search led them to an exceptionally unique nonprofit called Social Venture Partners International (SVP), an organization with a network of 3,400 philanthropists in more than 40 cities around the world. These philanthropists, called “Partners”, help those out to do good to do better – by bringing together donors, nonprofits and social enterprises so together all can make a greater collective impact.

SVP Partners practice what is called “engaged venture philanthropy.”  Venture philanthropy is a type of impact investment that takes concepts and techniques from venture capital finance and business management and applies them to achieving philanthropic goals. SVP Partners invest money, time and skills in promising, up and coming nonprofits in their local communities.

The Charlotte Affiliate of SVP is seeking to welcome new Partners who relate to the concept of engaged venture philanthropy. Learn more about SVP Charlotte here, and/or reach out to Mark Weber, who volunteers on the SVP Charlotte Board, at mweber@croixstone.consulting.


We Have a Passion for Purple!

In addition to sharing a mutual passion for consulting, our three senior leaders (Patti Weber, Grace Lynch, and Mark Weber) are known for their passion for creating awareness for pancreatic cancer.

Purple is the official color that represents pancreatic cancer, and the trio is known across the greater Charlotte region and beyond for their long-term advocacy for the the disease. In fact, their passion runs so deep that Patti, Grace, and Mark launched the nonprofit Charlotte Pancreatic Cancer Alliance community group last year to amplify their voices.

Shortly after forming the group, the trio wasted no time in joining the World Pancreatic Cancer Coalition, a consortium of nearly 100 advocacy groups from 33 countries on 6 continents.

The World Pancreatic Cancer Coalition spotlighted the work of Patti, Grace and Mark in the October 2021 issue of its global newsletter. Learn more here.


Croixstone Recommends: The Harvard Business School Club of Charlotte’s “Management Development Program”

It’s that time of year again when registration has opened for one of the Charlotte region’s best professional development and networking programs – the Harvard Business School Club of Charlotte’s “Management Development Program.”

Croixstone’s co-founders, Patti Weber and Mark Weber, are both graduates of this mini-MBA course that is conducted “Harvard style.”  Taught by 26 Harvard Business School alumni from the Charlotte region, the course curriculum utilizes Harvard’s famous case study method and Harvard publications.  Croixstone’s leaders especially enjoyed the rigorous debate of real-world business challenges that are embedded in the program.

The Management Development Program classes begin September 21 for 13 consecutive Monday nights and are open to the public (space is limited).  And new for 2021, you have the option of participating in person at Queens University in Charlotte or remotely.

Learn more here.