Lisa Masten has more than 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of performance and attribution, data management, market data administration, portfolio analytics, and investment accounting. Lisa leads Cutter Associates’ Data and Performance practice, where she advises and designs operating models, selects systems, and implements business and technology solutions. She also organizes the Implementation practice for Cutter, including leading development of its adaptable delivery framework and project toolkit.
Prior to joining Cutter, Lisa was a Senior Manager at Invesco, where she managed a global team responsible for designing and implementing data, performance, and accounting solutions. She has held roles implementing and supporting processes and technology across the front, middle and back office at multiple asset management firms. Lisa holds a Bachelor of Arts in finance and computer science from North Central College in Illinois.
Mary Storrs has more than 35 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front-office projects and then with Cutter Research since its inception. Mary has authored Cutter Research reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research and Benchmarking division for eight years, overseeing all content development and helping members understand their capabilities compared with industry peers and best practices. Since 2019 she has been responsible for spearheading firm-wide management and delivery programs. Mary holds a BS from Boston College and an MBA from Babson College.
Lee Allison is an Assistant Vice President - Manager, Market Data Information Services at The Capital Group Companies, Inc. in Los Angeles, CA. She currently leads the Market Data Foundation Services team, responsible for essential operations, administration and governance functions in support of market data services, including global exchange management. Lee formerly managed the Market Data Business Services team responsible for business unit engagement, demand management, and strategic vendor relationship management and negotiations. Lee has nearly 25 years of financial services experiences and has been with Capital Group for 12 years. Prior to joining Capital Group, Lee was Market Data Strategic Sourcing Manager for Morgan Stanley in New York.
Lisa Banhart is a Market Data and Vendor Relationships Manager at American Century Investments in Kansas City, MO. She plays a strategic role in the procurement of investment vendor relationships, negotiations, and analytic budgeting. She leads the process of managing contracts with vendors, researches new services, and facilitates the technical planning and rollout, along with stock exchange reporting and vendor entitlements. Lisa has 23 years of experience in the market data space, all with American Century Investments.