Outsourcing: Where to Now?
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and Failstation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
- Alternative Investment Systems
- Collateral Management
- Investment Accounting Solutions
- Order Management Systems
- Performance Measurement and Attribution Systems
- Reconciliation Solutions
- Risk Management Systems
Principal – Practice Lead, Australia
Chanelle Crabtree, an Australian native, is Cutter Associates’ Principal − Practice Lead, bringing extensive experience in consulting for the asset management industry in Australia for the past two decades. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models, supporting the investment management lifecycle. She is a team player with a proven track record, and highly effective in team, resource management, and dynamic stakeholder management. Chanelle has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle/back office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support clients, products, and asset class. Chanelle’s prior experience include roles as a Director at Deloitte and as a Lead Consultant at Morse Consulting Pty Limited.
Principal – Practice Lead, Operational Strategy
Tom Phipps has more than 25 years of experience in the investment management industry, with a background in the automation of the investment process including portfolio management, risk analytics, trading, compliance, performance, and technology integration. Tom heads up the Operational Strategies practice and provides strategic advice services to our asset management clients and delivers leading industry perspectives at our client events and conferences. His consulting experience includes strategic advisory engagements for some of the world’s most prominent investment management firms. Tom gained his expertise in technology and operations at software vendors and asset management firms, where he held leadership roles in technology management. Tom holds a B.S. in Operations Management and an M.I.S. from Florida State University.