CutterResearch members discuss how firms are supporting their clients’ requests for custom reports and access to data on their investments. Panelists share best practices for optimizing standard reports, and managing custom report processes, enabling data access, and their experience with the tools and solution providers they employ for this purpose.
Linda Bertone brings more than 25 years of experience in relationship management, consulting services, and organizational leadership in both the asset management community and investment software industry. She joined Cutter Associates in 2011 and is responsible for relationship management and for planning and facilitating our member meetings and events. She coordinates and moderates all CutterCasts, our regular member webcasts. Prior to joining Cutter Associates, Linda spent five years as a Project and Program Manager on the Enterprise Data Management team of Pioneer Investments. She also held roles as vice president of client and professional services for Thomson Investment Software, Linedata Services, and Advent Software. Linda holds a B.S. in Mathematics from Tufts University and is a certified Project Management Professional (PMP).
Cindy Sealey has more than 30 years of experience in the investment management industry. At Cutter Associates, she leads a CutterConsulting practice advising investment management firms on their sales & distribution, marketing, product development, consultant relations, client service, and client reporting functions. She helps firms design operating models, select systems, design client, account, and product data models, and implement systems. Prior to joining Cutter Associates, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments. She was also Head of Equities where she led a team of portfolio managers, research analysts, and traders. Cindy holds a B.B.A from Washburn University and she is a Chartered Financial Analyst.
Eric Fender is the Head of North America Client Reporting/Servicing at Invesco. Eric joined Invesco in 2000 and is responsible for leading the creation and delivery of North America communications including factsheets, client books, and presentations. He was also responsible for the creation of the global client communication platform. This included the onboarding of communications from all over the globe rendered in 20+ languages. He has been instrumental in establishing and growing the platform as well as its proliferation at Invesco. Eric graduated from Northeastern University with a Bachelor’s degree in Finance and is currently pursuing an M.B.A. in Global Business Management at Georgia Tech University.
Robert Morales manages the Global Reporting Team in Client Service and Marketing at Western Asset. The Team is responsible for client reporting across the firm’s global offices and investment vehicle types, and it completes ad-hoc data analysis for both internal and external clients. Robert represents Client Service and Marketing on the Barclay’s Risk Analytics and Index Solutions Transition Team, is a member of the Client Service and Marketing IT Steering Committee, and is the product owner for both the firm's client reporting system and business intelligence tool, Tableau. Robert joined the firm in 2007, first working in Investment Support. He holds a Bachelor of Arts degree in Government and Legal Studies from Claremont McKenna College.
Peter Smith oversees the Global Client Service Support organization within the Global Marketing Services division at Franklin Templeton Investments. His teams are located in the US, UK, Poland, India and Hong Kong and their responsibilities focus on client service support for the organization’s Institutional Client investments globally. Prior to his current role, Peter managed the RFP and Consultant Data Services teams for seven years. That team had a similar footprint and serviced both the retail and institutional business lines. In his 20 years with the firm, he has also worked in Global Project Management and Investment Operations. Prior to joining Franklin Templeton Investments, he worked in Systems/Business Analysis and Custody Administration with the Bank of New York in New York City. Peter holds a B.S. degree in Business Administration with concentrations in Finance and Marketing from Montclair State University in New Jersey.
Allison Volpe is Assistant Vice President in the Account Services team within the Operations Department at Income Research + Management. She joined the firm in 2011. She and her team are responsible for Client Reporting and Fund Administration. Allison is a graduate of the College of the Holy Cross, and received her M.B.A. from Lasell College.