CutterCast: System Implementations: Lessons Learned

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.

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.

Fabian Gomez joined Westwood in 2015 and serves as Chief Operating Officer. He is responsible for the Information Technology, Investment Operations (incl Trading), Legal & Compliance, and Strategic Planning functions. Before joining Westwood, Fabian worked at Invesco for eight years where he served as the Global Head of Equity and Alternative Investment Applications. Prior to that, Fabian worked for McDonnell Investment Management where he served as a Managing Director and Chief Information Officer for six years. He has also worked for Nuveen Investments, Morgan Stanley Investment Management, and the Van Kampen-American Capital Funds. Fabian earned his M.B.A . in Finance and International Management from the Jesse H. Jones Graduate School of Business at Rice University and his B.A. in Biology from the University of Texas at Austin.

Dominic Savage is a Manager in Technology Engineering Services at Invesco in London, UK. He currently leads the Eagle project team, responsible for both the Eagle Accounting and Performance platform, which sits on the Cloud at Eagle Access, and the Eagle Data Management and Performance platform which is on premise at Invesco. Dom has over 25 years of financial services experience working in both the back and front office in large asset management firms and has been with Invesco for 7 years. Prior to joining Invesco, Dom worked as a consultant at Eagle Investment Systems and Goldensource Corp.