Lisa Masten, who joined Cutter Associates in 2017, has 20 years of experience in the investment management industry, leading projects and designing solutions in the areas of order management, data management, market data administration, portfolio analytics, investment operations accounting, and performance measurement and attribution. Prior to joining Cutter, Lisa was a senior manager at Invesco, where she managed a global team of team leads, developers, business analysts, project managers, and consultants. She led major work streams for a transformational project that was responsible for implementing a new data transformation layer, Eagle Accounting and Performance, and expanding the legacy instance of Eagle Data Management, Performance, and Datamart. She also worked on several projects for the Charles River order management system (CRD), including implementing the integration of OMGEO CTM and security data integration with Markit EDM.
Prior to joining Invesco, Lisa held roles at McDonnell Investment Management as a business analyst and Morgan Stanley Investment Management as a programmer analyst.
Lisa holds a bachelor of arts in finance and computer science from North Central College in Illinois.
Mary Storrs has more than 30 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 CutterResearch since its inception. Mary has authored CutterResearch reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research division, and the Benchmarking team for eight years, overseeing all content development and helping members understand their capabilities compared to industry peers and best practices. She assumed leadership of Strategy in 2019 and is responsible for spearheading firm-wide management programs. Mary holds a B.S. from Boston College and an M.B.A. 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.