Cutter Wealth Member Meeting NEW! VIRTUAL EVENT

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

John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former 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.

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

Anna Schneider researches and analyzes market data, conceptualizes and writes research reports, and presents research to relevant networks in international settings. Anna is focused on researching the Asian wealth management landscape. She is especially focused on the China’s financial services sector, including how it is impacted by disruptive technological, economic, legal, and regulatory developments, and the related implications for wealth management industries worldwide. Anna holds a double master’s degree in Chinese-European economic and business studies from the Southwestern University of Finance and Economics in Chengdu, China, and the Berlin School of Economics and Law in Germany. She also holds a bachelor’s degree in Asian studies and management from the University of Applied Sciences in Constance, Germany. Anna is fluent in English and holds an Advanced Certificate HSK 6 in Chinese. Her native language is German.

Recent research assignments and publications include the following:

• Wealth Management in Asia
• Mobile Apps for Wealth Management Benchmarking
• Thinking Beyond the Crisis: Developing a Strategic Approach to Mobile Communication
• I, Advisor: Implementing AI Throughout the Client Journey
• Mobile Trading on the Rise - Background, Trends, and Relevance for Wealth Managers

Russell played an integral role in the launch of IMTC and helped design the strategic direction of the company. He is responsible for driving growth and profitability across the organization and currently oversees business and product development, along with operational strategy. Most recently, Russell worked in Institutional Sales and Client Advisory at Deutsche Asset Management. In this role, he served as a point person for institutional clients across a broad array of investment products and solutions. Russell graduated Magna Cum Laude from the George Washington School of Business with a B.B.A. double-majoring in Finance and Sports Management. He serves as a member of the Young Leadership Council at the UJA-Federation and the Crohn’s and Colitis Foundation of America.

Steve Leivent is the Senior Vice President of SS&C Advent’s Advisory business. In this role he is responsible for Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure. Steve holds a B.S. in Economics from Rowan University.

Andrew Besheer is responsible for leading Appway’s go-to-market strategy for the United States and Canada, as well as representing the voice of the client for Appway’s solutions development and programs.

Prior to joining Appway, Andy spent 16 years at Broadridge Financial Solutions where he held a number of positions. As founding President of Broadridge Advisor Solutions, he was responsible for Broadridge’s front office and advisor-facing solutions, which was comprised of advisor websites, financial planning content, digital and print marketing solutions, and data aggregations solutions. Prior to that role, he was President of Customer Communications, where he led the transaction, print, and electronic document storage businesses. Andy also held a series of product management and strategy-related roles and was GM of the electronic solutions business. Before joining Broadridge, Andy was a Vice President at Instinet and at NatWest Capital Markets, accountable for components of their respective middle and back offices.