CutterCast: Client Onboarding

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.

Philip (Phil) Orlando is a Consultant at Cutter Associates and brings over eleven years of consulting, organizational strategy, client service, operations, accounting, and IT experience to Cutter clients. Phil has been involved with multiple Front, Middle, and Back Office strategy engagements covering accounting systems, portfolio management and trading, pre and post-trade compliance, risk management, and data management and governance. Phil also has extensive experience with client and sales management (e.g. client reporting, CRM).

Prior to joining Cutter Associates, Phil was an Organizational Strategy Business Analyst at State Street Bank where he worked on several large-scale projects including the implementation of an enterprise workflow tool and a new inquiry management system. He also guided a program purposed to transition complex cash, reconciliation, and trade tasks from the business units to centers of excellence (COEs).

Previously, Phil was an ETF Client Operations Account Manager at State Street Bank. He launched new ETFs & on-boarded new clients, managed relationships with several ETF sponsors, and crafted specifications for IT resources to continuously improve the accuracy, reliability, and efficiency of ETF processes.

Phil holds a B.S. in Finance from Stonehill College and is also a CFA charterholder.

Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.

Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and​ implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.

Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College. ​

Jim joined Polen Capital in 2013. Prior to joining Polen Capital, Jim spent seven years with INTECH Investment Management as SVP Investment Specialist servicing consultant and client relationships. Prior to that, Jim spent five years with CRA Rogerscasey as Director, Investment Consulting and served as Director of Investments for the Communities Foundation of Texas. He also spent 10 years at NationsBank as a VP and Relationship Manager. Jim received a B.B.A. in Finance from the University of North Texas. He is a CFA® charterholder and a member of the CFA Institute, and the CFA Society of Los Angeles.

Chris Mokos is a Managing Director and Global Head of Client Onboarding and Investor Relations. The Onboarding Team is responsible for working closely with our clients throughout the initial onboarding process, while the Investor Relations Team provides ongoing support throughout the client lifecycle . Chris has worked in the industry since 1993. Prior to joining the firm in 2019, he worked for Citco Fund Services as Senior Vice President, Head of Middle Office of their Charlotte, North Carolina location. Before that, Chris held project management and operations positions at OpHedge Investment Services, Merrill Lynch, Long-Term Capital Management and Paine Webber. He holds a B.S. in Marketing from Fairfield University.