Vendor View: Empowering Investment Research With AI and Modern Technology

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.

Stacia Graham has more than 25 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director, Asset Management Research Lead at Cutter Associates.

Stacia also serves as a subject matter expert for targeted engagements in Enterprise Risk and Compliance.

Prior to joining Cutter in 2018, Stacia worked at Wellington Management Company LLP in Boston in various senior roles within compliance, investment administration, and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.

Recent research assignments and publications include the following:

• Client Portal Solutions
• Client Reporting Systems
• Cutter Benchmarking: Client Reporting
• Cutter Benchmarking: Modern Compliance in Investment Management
• Electronic Communications Surveillance Systems
• Hybrid Work Arrangements and Their Impact on Firm Culture
• Performance Measurement and Attribution Systems
• Portfolio Analytics Solutions
• Research Management Systems
• Using RPA to Automate Business Processes

Recent Consulting Engagements include:

• Assessment of business processes and systems to support regulatory reporting (shareholder disclosure reporting) for a large asset manager

• Assessment of requirements and vendor solutions for Electronic Communication Surveillance for a small asset manager, to rectify SEC findings

Katya Taycher is SVP, Product and Operations at Verity. Katya joined Verity in 2021; prior to that she has spent over 20 years building technology solutions for the buy side investment management clients. Her most recent roles include Managing Director, Product Management at Charles River Development and Product Manager at Wellington Management. Katya is a certified Financial Risk Manager and holds an MBA from Wharton.

C.J. Jaskoll, Managing Director, joined Neuberger Berman in 2017 and is currently Head of Investment & Data Technology. C.J. (Chaim) is responsible for developing a technology strategy and implementing the Enterprise Data and Front-Office Platforms across the firm, including Institutional and PWM Equities and Multi-Asset Class Portfolio Management, Trading, Research, ESG, Onboarding, Risk, Legal & Compliance, Enterprise Data Management, Data Analytics, and Data Science Engineering. Prior to joining the firm, C.J. spent 13 years at Jennison Associates, where he was the Director of Front Office Technology. He received his Bachelor’s degree in Management Information Systems, magna cum laude, from The Sy Syms School of Business.