Andrew Jenkins brings more than 20 years of experience in buy-side financial services, with a focus on project management in the areas of performance measurement and attribution, portfolio analytics, GIPS compliance, risk management, and data management. At Cutter Associates, Andrew works in the firm’s Strategy & Data Management and Performance Measurement practices.
Andrew is a thought leader on performance measurement business practices and GIPS compliance, regularly speaking on the topics at industry conferences. Andrew has a deep understanding of asset management operational and technology processes, and has successfully managed several large-scale operational and systems integration projects throughout his career, including data warehouses, performance measurement and attribution systems, web-integration services, and the acquisition and implementation of a client reporting service. He is active in multiple industry groups in the areas of performance measurement and risk and in board-related forums.
Prior to joining Cutter, Andrew was a director at Charles Schwab Investment Management, where he oversaw performance measurement and attribution, risk, client reporting, and competitive research. He previously worked in the Board Analysis Services Group at Lipper Analytical (now Thomson Reuters). Andrew holds a bachelor of arts in economics from the University of Colorado.
Amy Kandravy is a Client Services Executive with 28 years’ experience in business development, financial services technology and customer relationship management (CRM). Amy spent over 23 years in various roles with Fiserv Investment Services and has played integral roles in their transformation from Security APL, CheckFree and the recent majority acquisition from Fiserv to Tegra118. In Amy’s most recent role as Vice President, Client Service Management, she was accountable for the client experience, operational health for the front / middle / back office for all accounts while leading a team of service directors and consultants. Amy has also led complex programs, shaping the clients’ experience through organization remodeling. Amy also held the roles of Vice President, National Accounts and Vice President, Asset Manager Segment. The progression in various leadership roles was attributed to her passion for a client centric culture and influenced by her tenure spent within Product Management. As Vice President, Product Management Amy was accountable for implementing tools and processes to drive new and existing products. These enhancements were delivered through her leadership in research, pricing, fees, profitability, voice of the customer, user groups, analysis and reporting. Amy started her career in financial services at State Street Research in 1991 before moving to Security APL in 1996. Every position she has held in her career has had a strong customer relations component, and she achieves the highest professional satisfaction by driving change and influencing others to create a culture of delivering excellence in client services.
Shankar Subramanian has over 25 years of industry experience in investment management and technology solutions. Shankar has a deep understanding of investment data management, portfolio management, risk management, investment accounting, and alternative investments. At Cutter Associates, he heads the Risk and Compliance practice, helping client with investment risk management, and asset allocation, as well as providing support for compliance with consulting on trading forensics, communication surveillance, regulatory reporting, and guideline compliance. He advises on, and designs, operating models, selects systems, and implements business and technology solutions. He also leads development of Cutter’s alternative investments practices and the firm’s efforts to provide thought leadership and strategic and tactical advice to asset owner clients.
Prior to joining Cutter, Shankar held senior roles at IBM Global Services and PricewaterhouseCoopers (PwC), advising clients and leading global delivery teams in large engagements. Shankar holds a Bachelor of Science in engineering from the Indian Institute of Technology and an MBA in finance and information systems from the Indian Institute of Management.
Mr. Graham has over 30-years’ experience in investment management. Mr. Graham joined American Family as its Chief Investment Officer in April, 2013. Prior to joining American Family, Mr. Graham worked in the Capital Markets Group of PartnerRe, a global provider of multiple lines of reinsurance. Working at its Greenwich, Conn., office, he has served as PartnerRe’s managing director of asset allocation and chief economist as well as head of fixed income and head of non-dollar fixed income. Before joining PartnerRe in 2002, Mr. Graham was a director, vice president and senior vice president of Lazard Asset Management. He also has served in portfolio management and leadership positions at Metropolitan Life Insurance, Alliance Capital (formerly Equitable Capital) and Prudential Investment Advisors. He holds a bachelor’s degree in finance, with honors, and an MBA from Indiana University.