Wealth Management Operating Models
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
Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.
Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.
Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.