Defining Your Products - Why Most Firms Don’t Get It Right
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.
Chris Stifel, CIPM
Chris Stifel has over 20 years of experience in the investment management industry ─ with a particular focus on middle and back office operations.He has worked on numerous data management projects to support process changes in pricing, corporate actions, security setup, market data administration, and quality control. In addition, Chris has helped to implement many improvement initiatives, including developing target operating model data strategies, system searches to replace legacy platforms, strengthen integration, client onboarding, reduce market data spend, minimize risk, and maintain a high level of process effectiveness and efficiency. He has worked with organizations to raise awareness of data governance and build the framework to implement a sustainable firmwide program.
Prior to joining Cutter Associates, Chris served as an Operations Manager at Income Research & Management (IRM), overseeing performance and composite management, data management, and account onboarding. He holds a bachelor of science in finance from Bentley College, has the CIPM designation, and became a Certified Seismic Administrator in 2020.