This series of more frequent, interactive online meetings will provide a forum to connect and share with fellow business and technology leaders responsible for Aladdin and establish a regular rhythm for advancing the conversation.
The series will include, but is not limited to, the following discussion topics, compiled based on your feedback:
John Clark is the CEO of Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.
Amy Kandravy is a Client Services Executive with 28 years’ experience in business development, financial services technology and customer relationship management (CRM). Amy spent over 23 years in various roles with Fiserv Investment Services and has played integral roles in their transformation from Security APL, CheckFree and the recent majority acquisition from Fiserv to Tegra118. In Amy’s most recent role as Vice President, Client Service Management, she was accountable for the client experience, operational health for the front / middle / back office for all accounts while leading a team of service directors and consultants. Amy has also led complex programs, shaping the clients’ experience through organization remodeling. Amy also held the roles of Vice President, National Accounts and Vice President, Asset Manager Segment. The progression in various leadership roles was attributed to her passion for a client centric culture and influenced by her tenure spent within Product Management. As Vice President, Product Management Amy was accountable for implementing tools and processes to drive new and existing products. These enhancements were delivered through her leadership in research, pricing, fees, profitability, voice of the customer, user groups, analysis and reporting. Amy started her career in financial services at State Street Research in 1991 before moving to Security APL in 1996. Every position she has held in her career has had a strong customer relations component, and she achieves the highest professional satisfaction by driving change and influencing others to create a culture of delivering excellence in client services.
Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process, including portfolio management, risk analytics, trading, compliance, performance, operations, investment accounting, data management, and systems integration. He leads Cutter Associates’ Front Office practice, providing deep expertise in front-office vendors and operating models. His consulting experience includes strategic advisory, systems selection, and change management execution engagements for some of the world’s most prominent investment management firms. He also leads the development of Cutter’s Strategy and Search methodologies.
Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. His prior experience includes Senior Manager at Deloitte Consulting, Chief Technology Officer at PanAgora Asset Management, Chief Technology Officer at Atlas Venture, Vice President of Operations at DSTi North America, and various management roles in technology and professional services at NCS Financial Systems (now SunGard AMS). Tom holds a bachelor’s degree in operations management and management information systems from Florida State University.