Executive Alliance

John Clark is an Executive Director at Cutter Associates and has more than 30 years of experience in the investment management industry. Formerly the CEO of Cutter, John is integral in helping to grow Cutter's research membership and consulting business in the European and US markets.. As the former head of Cutter’s Consulting division, John still actively participates in consulting projects, as a trusted client advisor for high-level planning and strategy, including setting priorities and managing capital investments. John also provides expert oversight and guidance on more complex strategy engagements. John’s experience covers all aspects of investment management. John is well known in the industry and is sought out to speak at industry conferences and events. He has also been quoted in many industry periodicals. Prior to joining Cutter Associates, John held senior roles as President and COO for several software companies, including DST Belvedere, Longview Group, and SunGard. John holds a B.A. from Tufts University.

Mary Storrs has more than 35 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front-office projects and then with Cutter Research since its inception. Mary has authored Cutter Research reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research and Benchmarking division for eight years, overseeing all content development and helping members understand their capabilities compared with industry peers and best practices. Since 2019 she has been responsible for spearheading firm-wide management and delivery programs. Mary holds a BS from Boston College and an MBA from Babson College.

Mike Cook is a Vice President in the business transformation team for BBH Investor Services. In this role, he is responsible for managing technology implementations designed to constantly improve the services BBH offers to our clients. His main areas of focus include artificial intelligence, robotic process automation, and data visualization.

Joseph G. Pennini, Jr. currently serves as the Global Head of Fund Accounting & Fund Administration. Within the scope of his remit, he oversees the production and product responsibilities of the following suite of offerings: Fund Accounting, Financial Reporting, Expense Administration, Corporate Secretary Legal Administration, Regulatory Support, Performance Measurement and Portfolio Compliance. During his 20+ years at Brown Brothers Harriman (BBH), Mr. Pennini has overseen full service relationships with focus on US RICs, Cayman Trusts, Luxembourg and Irish domiciled accounts. He was previously responsible for the product strategy oversight of Fund Accounting & Fund Administration and has held positions in our Client Service discipline as well. Mr. Pennini continues to serve as a senior relationship oversight contact for number of our key client relationships. Mr. Pennini began his career at the firm in June 1999 as a Fund Accounting Client Account Manager. Mr. Pennini received his B.S. in Business Administration from Boston University.

Kevin Welch is responsible for the Workforce Transformation & Shared Services disciplines within BBH Investor Services. In this role, Mr. Welch manages a process engineering team that identifies and implements business and technology solutions with the goal of constantly improving the services BBH offers to our clients. He is also responsible for developing and executing our globalization plan, operational strategy and relationships with outsourcing partners.

Mr. Welch joined BBH in 2004 and previously served as the Head of Service Delivery and the Head of Custody, Markets and Client Service in Krakow. He was instrumental in establishing the Krakow office. Mr. Welch began his tenure at BBH in Boston within Corporate Actions, and later became the department head for the division.

Mr. Welch has a Bachelor of Arts degree in Political Science and History from the University of Massachusetts at Amherst.