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Contact Info
Email
(work)
(work)
Phone
+1 917 587 2411 (work mobile)
+1 610 358 1791 (work)
+1 509 479 1831 (work fax)
Website
Work/Education
Work Experience
Stone House Consulting, LLC
/ Partner
2008 -
Present
Provide strategic, operational and IT consulting services to investment managers and hedge funds.
M.D. Sass Investors Services, Inc.
/ SVP and Chief Operating Officer
2006 -
2008
COO for $15 bn investment manager with 16 investment firms and 18 strategies across traditional institutional separate accounts, hedge funds, private equity funds and SMA ('wrap') accounts. Responsible for all aspects of IT, operations, performance measurement and client service.
Citisoft
/ SVP and Region Manager
2003 -
2006
Responsible for all aspects of sales and delivery of consulting services to investment managers headquartered in the eastern half of the U.S.
Bank Julius Baer & Co. Ltd.
/ First VP and Head of Investment Operations
2001 -
2003
Managed operations for the U.S. arm of the Swiss private bank and its affiliated broker/dealer, Julius Baer Securities, Inc.
J.&W. Seligman & Co.
/ VP and Head of Investment Operations
1999 -
2001
Responsible for the middle office (investment accounting, performance measurement, investment guideline compliance and foreign exchange trading) and all SMA ('wrap') operations for a $40 bn investment manager.
Citibank N.A.
/ Vice President
1989 -
1999
1998-2001 - Head of North American Client Service for Citibank Global Asset Management in New York
1996-1998 - Global Product Manager for Global Treasury Services' Global Portfolio Services product in London
1989-1996 - Global Product Manager for WWSS and CrossMar's Global Portfolio Services product in New York
1996-1998 - Global Product Manager for Global Treasury Services' Global Portfolio Services product in London
1989-1996 - Global Product Manager for WWSS and CrossMar's Global Portfolio Services product in New York
Education
Computer Science, 1978
1975
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