Cutter Wealth Meeting

Cameron Taylor has more than 15 years of experience in the financial services industry, holding positions in technology, marketing, product management, and strategy. He joined Cutter in 2018 to help develop and grow the Cutter Wealth business through delivery of research and consulting focused on the technology and operational needs of the wealth industry. Prior to his current role, Cameron led product strategy for the FIS wealth division from 2014 to 2018, and was responsible for managing products serving large wealth, trust, and custody clients. He has also held positions at BNY Mellon, Bank of America, and SEI. Cameron holds B.S. and M.S. degrees from Lehigh University, and an M.B.A. from Duke University.

Onawa Promise Lacewell has a research focus on the impact of disruptive technologies on the financial services sector and on the client-facing technology that wealth managers use to support the digital experience of UHNW and HNW end clients. Specifically, she is interested in how wealth managers use digital portals and mobile apps to support the client experience of UHNW and HNW end clients. Onawa holds a PhD from the University of Missouri.

Recent research assignments and publications include the following:

• Behind the Login of Wealth Management Client Portals
• Benchmarking of Value-Added Services for UHNW clients
• The Rising Popularity of Family Offices
• AI Throughout the Wealth Management Lifecycle
• UHNW Benchmarking

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.

Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.

Recent research assignments and publications include the following:

• Digital Education Tools for Financial Literacy
• Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
• Regtech Solutions for KYC
• US Data Protection Regulation