CutterCast: Outsourced Trading

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.

Kathy McDermott has more than 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front and middle office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.

Recent research assignments and publications include the following:

• Alternative Data and the Expanding Universe of Investment Information
• Behavioral Analysis in Investment Management
• Client Reporting Systems and Practices
• Data Access for Business Users
• Managed Data Services
• Market Data Administration
• Mastering Client, Account, and Product Data
• Order Management Systems
• Outsourced Trading: Has the Time Come?
• Reference Data Management Solutions

Fabian Gomez joined Westwood in 2015 and serves as Chief Operating Officer. He is responsible for the Information Technology, Investment Operations (incl Trading), Legal & Compliance, and Strategic Planning functions. Before joining Westwood, Fabian worked at Invesco for eight years where he served as the Global Head of Equity and Alternative Investment Applications. Prior to that, Fabian worked for McDonnell Investment Management where he served as a Managing Director and Chief Information Officer for six years. He has also worked for Nuveen Investments, Morgan Stanley Investment Management, and the Van Kampen-American Capital Funds. Fabian earned his M.B.A . in Finance and International Management from the Jesse H. Jones Graduate School of Business at Rice University and his B.A. in Biology from the University of Texas at Austin.