Aladdin Peer Networking Group (APNG) Meeting

Jon Chandler has 20 years of experience in the financial services industry. Prior to joining Cutter Associates in 2014, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and FailStation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.

Recent research assignments and publications include the following:

• Alternative Investment Systems
• Cutter Benchmarking: Alternative Investments
• Cutter Benchmarking: Derivatives and Collateral Management
• Cutter Benchmarking: Investment Risk
• Cutter Benchmarking: Performance Measurement and Attribution
• Derivatives and Collateral Management Solutions
• Execution Management Systems
• Managed Data Services
• Order Management Systems
• Outsourcing Solutions
• Performance Measurement and Attribution Systems
• Portfolio Analytics Solutions
• Private Debt
• Risk Management Systems
• The Evolving Front Office Support Model

Stacia Graham brings more than 30 years of experience in investment management as Head of Research at Cutter Associates, where she leads a team of analysts that delivers insights and events to Cutter’s global members.

Stacia joined Cutter in 2018 and, as part of the research team, worked closely with members and vendors to author numerous reports and deliver insights at events on many topics, including client reporting, modern compliance in investment management, investment management platforms, portfolio analytics solutions, asset allocation and total portfolio approach, and research management systems. She brings a deep understanding of end-to-end asset management processes and project management, and has also served as a subject matter expert for targeted engagements in enterprise risk and compliance.

Prior to joining Cutter in 2018, Stacia held various senior roles at Wellington Management Company in compliance, investment administration, and operational risk, including leading the global Investment Guideline Compliance team for eight years.

She earned her bachelor of science in business administration from Bryant University and an MBA from Bentley University.

Nahean is a seasoned professional with a strong foundation in financial consulting and strategic operations. Previously serving as a Director at Alpha FMC in Toronto, Nahean played a pivotal role in shaping the firm's North American Asset Owner practice. His leadership spans go-to-market strategy, talent acquisition, and transformation initiatives for major pension and asset management clients. Prior to Alpha FMC, Nahean worked at KPMG LLP, where he delivered strategic solutions across wealth and asset management, banking, and insurance sectors, including operating model designs and fintech partnerships.

Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.

Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and​ implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.

Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College. ​

John Marsland is an Industry Advisor and Chair, non-executive director for Strata FSC. He advises wealth and asset managers, data vendors and fintechs. John spent 16 years at Schroders in a variety of roles across the Investments division, initially as a quant analyst and portfolio manager before moving to be Chief Operating Officer, Investment and Global Head of Trading. He led the successful implementation of the Aladdin platform at Schroders and established a Data Enablement function. John has significant experience of business transformation, technology, operations, data strategy, quant investing, trading and ESG data analytics.

John started his career as a UK Economist with UBS Philips & Drew, and subsequently moved into investment strategy, risk management and quantitative fund management roles. He read Economics at Downing College, University of Cambridge and has an MSc from Birkbeck College, University of London. John is a CFA charterholder and has served as a CFA UK board member and has contributed to the CFA Programme.