CutterResearch members discuss tools, processes, and strategies for collecting, accessing, and otherwise managing their documents and other unstructured data. The discussions include business use cases, product features and capabilities, implementation models, and content management principles that help to ensure fast, secure, and accurate access to information across the enterprise.
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 over 30 years of experience in the investment management industry. She leads Cutter Associates’ Client-Facing and Wealth practices, advising asset and wealth management firms on their sales and distribution, marketing, product development, consultant relations, client service, and client reporting. Cindy has conducted system searches for CRM, marketing automation, portals, pitchbooks/client presentation, content management, client reporting, client onboarding, and RFP systems. Prior to joining Cutter, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments, where she led mutual fund accounting and administration; institutional accounting, billing, and client reporting; SMA operations, performance reporting (GIPS); and fixed income performance, attribution, and risk reporting. As Vice President and Head of Equities, Cindy led the firm’s investment team and supervised equity trading activities.
Cindy also spent 10 years as a Senior Portfolio Manager and Research Analyst, managing over USD 500 million in AUM for mutual funds and VITs using social awareness (ESG), large cap growth, and mid-cap growth investment strategies. She developed the investment process, directed research analysts’ day-to-day efforts, and created the firm’s social criteria and proxy voting guidelines. Cindy, a Chartered Financial Analyst, holds a bachelor’s of business administration from Washburn University.
Jeffrey Arena is a Senior Vice President of Business Analysis at Abrams Capital. He is responsible for Trading and Legal and Compliance systems, ensuring that appropriate technology solutions are in place and that daily workflow issues are addressed quickly and efficiently. Prior to joining Abrams in 2010, he spent three years as a Practice Lead with Sapient Consulting. Jeff earned his B.A. in International Relations from Tufts University.
Devin Davis joined Macquarie Investment Management (MIM) in August 2016 to oversee functions across the firm’s global investment management business, including digital marketing, marketing services and production, creative services, and campaign design and analytics. Prior to joining MIM, Devin spent six years at BlackRock, where he drove strategic marketing, digital strategy, and global campaigns for the firm’s retail fund and ETF business. His experience also includes working with JPMorgan Asset Management, Merrill Lynch, American Express, and Harte-Hanks Direct and Digital. Devin graduated from Wesley College with a bachelor’s degree in Marketing and Computer Science, and he holds the Charted Retirement Planning Counselor designation.