Cutter Research and Cutter Wealth NORTH AMERICA Member Meeting
Nov 18 - Nov 19 Wed - Thu · 2020 11:00am - 2:30pm EST


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Event Summary

Join us and your peers for expert insight into the latest industry challenges based on new research, including:


  • Business Intelligence (BI) Tools
  • Data Cataloging Tools
  • Performance Measurement and Attribution


  • Trust Accounting Systems
  • Artificial Intelligence (AI) for Lead Generation and Marketing
  • Behind the Login of Wealth Management Client Portals
  • Wealth Management in Asia (Series): China and Hong Kong

This meeting includes concurrent tracks for asset management and wealth management. Registration for all sessions is open to all attendees.

Who Should Attend

Our exclusive members-only event brings together industry leaders from across the global asset and wealth management communities. This event is designed specifically for operations and technology professionals.

  • Chief Technology Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Chief Data Officers
  • Investment Operations and Technology Managers
  • Digital Strategy and Initiatives Managers
  • Marketing Managers
  • Client Service Professionals
  • Portfolio management, trading, operations, compliance, and technical staff involved throughout the lifecycle of a trade




Kathy McDermott

Managing Director

Katrina Pirner

Senior Research Analyst

Angela Centeno, CPA


Jon Chandler


Michael Conn

Manager – Vendor Services

Stacia Graham

Managing Director and Asset Management Lead

Andrew Jenkins

Director, Consulting

Laura Jesson

Senior Research Analyst

Onawa Promise Lacewell, PhD

Director, Consulting

Rob Leck

Director, Consulting

Lisa Masten

Consulting Principal – Data and Analytics

Gina McCafferty

Principal – Head of Research

Anna Schneider

Senior Research Analyst

Randy Dry

Chief Operating Officer and Managing Director, Thornburg Investment Management

John Gilbert

Data Governance Manager, Construction and Building Unions Superannuation (Cbus)

Andrew Leschak

Managing Director, Global Systems Solutions

Kamal Bhatia

Manager, Business Intelligence & Enterprise Reporting Systems, GMO LLC

Sebastian Terry

Author, TV Host, & Founder of 100 Things Philanthropic Movement

Event Exhibitors

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.