2020 Client Reporting Benchmarking Survey
Senior Research Analyst
Laura Jesson has more than 20 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to joining Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry.
Laura earned her bachelor of arts in economics and psychology from Amherst College. She holds the Project Manager Professional (PMP) certification.
Recent research assignments and publications include the following:
- Client Reporting
- Corporate Actions
- Cyber Security
- Front Office Data
- Managing Operating Costs
- Managing Vendors and Service Providers
- Opportunities for External Sourcing
Philip Orlando, CFA
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.
Cindy Sealey, CFA
Principal – Practice Lead, Client Facing
Cindy Sealey has more than 30 years of experience in the investment management industry. At Cutter Associates, she leads a CutterConsulting practice advising investment management firms on their sales & distribution, marketing, product development, consultant relations, client service, and client reporting functions. She helps firms design operating models, select systems, design client, account, and product data models, and implement systems. Prior to joining Cutter Associates, Cindy served as Vice President and Head of Operations for a division of Guggenheim Investments. She was also Head of Equities where she led a team of portfolio managers, research analysts, and traders. Cindy holds a B.B.A from Washburn University and she is a Chartered Financial Analyst.