Management Team

Mark J Bobseine, Founder & Chairman

With 20 years of experience in the software, information and investment management industry, Mark Bobseine oversees Cutter's Research and Consulting practices. Mr. Bobseine focuses his efforts on client relationships, business development, new product initiatives and recruiting. His credentials include:

Principal at Financial Management Systems; Director of Financial Group at DRI/McGraw-Hill; General Manager of $240 million division of JWP
BA, Miami University; MBA; Dartmouth's Tuck School

John M Clark Jr, President and CEO

With 25 years financial services industry experience, John Clark has a history of success designing and implementing enterprise-wide solutions for investment managers. Mr. Clark leads many of our engagements specializing in technology assessments and strategies and migration planning, as well as the execution of these strategies.

President, DST Belvedere; COO, the LongView Group; COO, SunGard Financial Systems
Completion, first year of the CFA
BA in Economics, Tufts University

Jacqueline Alvarez, Managing Director

Jackie Alvarez brings 26 years of buy-side industry experience to her role as Managing Director. Her experience includes operations and systems strategy, as well as system selection, design, development and implementation. Ms. Alvarez spearheads CutterBenchmarking providing investment management firms insight into industry trends for both operations and technology and peer group analysis for enhancing processing.

Vice President, Mellon Analytical Solutions; Founder, Lynx Financial LLC, a financial technology consulting firm; Director, Account Management and Systems Implementations, Acumen International; Director Consulting and Implementations, SunGard
BA, Holy Cross College

Brad Burnett, Principal

With 23 years investment industry experience, Brad Burnett consults to Cutter clients on systems for portfolio management and accounting, risk management, trading and performance measurement, as well as on a wide range of strategic and operational issues.

Vice President at Shaw Data Services
BS, Indiana State University; Graduate studies, Baruch College

James E Hollis, CFA, Managing Director

Jamie Hollis has more than 25 years experience in the asset management business as a portfolio manager, investment analyst, Director of Operations & Technology, and senior executive in mutual fund and brokerage operations. Mr. Hollis's recent consulting engagements for Cutter clients include portfolio manufacturing and relationship management system search and evaluation assignments as well as research on portfolio accounting, manufacturing, and performance measurement systems.

Partner & Director of Operations & Technology at Standish Ayer & Wood, Inc.; Executive Vice President & COO of a Standish Mutual Fund Company; CEO of a Standish Funds brokerage company
Board member & President of the Investment Counsel Association of America; Chair of the AIMR PPS Implementation Committee; Chair of the Investment Performance Council, CFA Institute-sponsored administrative body of GIPS
CFA Charterholder
BA, St. Lawrence University

Lance Ihinger, Managing Director

Lance Ihinger offers 27 years of broad-based experience in application design and development, strategic planning, budgeting, client support services, and large scale project and program management for both buy- and sell-side financial services firms. Mr. Ihinger has proven leadership strengths in personnel development, team building, systems management, vendor negotiations, technology innovations and client relations and support, as well as demonstrated strength in quickly understanding and handling complex technical and operational issues. His strong interpersonal and communication skills further enable him to provide results-oriented, cost effective business solutions to CutterConsulting clients.

President of The Stenos Group; Vice President, Technology, at Capital Professional Advisors; Director at PricewaterhouseCoopers LLP
BA, Carleton College; MBA, The Carlson School of Management, University of Minnesota

Gina McCafferty, Principal

With 20 years of experience in the financial services industry, Gina McCafferty manages CutterResearch™ and delivers in-depth research to the members of The Technology Council™, The Technology Alliance™, The Technology Forum™, and The Technology Roundtable™.

Vice President, SunGard Financial Systems
Product management, DST International

Thomas B. Nichols, Principal

Tom has spent 26 years in the financial services industry, holding positions in sales, marketing, client and product management and banking. He joined Cutter Associates in 2002 and is responsible for client management and business development.

Vice President, Charter Research
Director of New Markets, AutEx
General Manager, Municipal Market Data
Vice President, JP Morgan
BA in Economics, Bowdoin College

Thomas O Phipps, Principal

Tom Phipps brings 22 years of experience in the investment management industry focused on portfolio management systems, automation of investment operations processes and technology integration. His expertise in operations and technology consulting is strengthened from his leadership experience in both asset management software firms as well as his CIO role in two investment management firms.

Senior Manager, Deloitte Consulting; VP of Operations, DST International; CIO, PanAgora Asset Management and Atlas Venture
BS, Florida State University

Shankar Subramanian, Managing Director

Shankar Subramanian brings over 20 years of technology and financial services experience, with a varied background in conceptualizing solutions, building teams and leading timely, cost-effective engagements, on a range of technologies. His expertise includes business process and system transformation, business and IT strategy, project and program management.

Managing Consultant/Associate Partner at IBM Global Services; Principal Consultant at PricewaterhouseCoopers, LLP; Regional Director, CBSI (now Covansys, Inc.)
BS from Indian Institute of Technology (IIT), MBA from Indian Institute of Management