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.
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.
Jason Inzer has over 20 years of experience managing data, analytics, and technology at leading investment firms. He has worked directly in the front office throughout his career, specializing in data management and data analytics for front-office applications. Jason has successfully led multiple data and digital transformation projects for large organizations and has helped firms develop a data-driven culture to optimize business processes and create new sources of value. He has a strong technical background, with in-depth knowledge of modern data platforms and tools. Prior to joining Cutter, Jason spent five years as Chief Data and Technology Officer for Sustainable Insight, an environmental, social, and governance (ESG) asset management firm, and 15 years at Deutsche Bank in roles that included Global Head of Data and Analytics of Deutsche Bank equity research and Head of Research Analytics at DWS Investments. Jason holds a bachelor of arts from The Ohio State University and a master of science in business analytics (MSBA) from NYU Stern School of Business.