Gina McCafferty

Gina McCafferty is a seasoned professional in the financial services industry, currently serving as the Principal and Head of Research at Cutter Associates. She has over 30 years of experience, with a significant portion of her career dedicated to asset management and wealth management research.

Career Overview

• Cutter Associates: Gina initially worked at Cutter Associates from 1999 to 2011, where she was instrumental in developing the firm's research activities. She returned to the firm in October 2017 after a stint at Investit, where she also held a leadership role as Principal and Head of Research. In her current role, she oversees the development and delivery of research products aimed at addressing the operational and technology needs of wealth managers, serving over 200 member firms globally .123

• Previous Roles: Before her tenure at Cutter Associates, Gina held various positions including:

  • Product Manager at DST Global Solutions
  • Vice President of Client Services at SunGard
  • Implementation Specialist at TRIAX
  • Assistant Trader at Paine Webber .2

Educational Background

Gina pursued studies in Music Performance at the University of Massachusetts Lowell and took management courses at Northeastern University, although specific degree completions are not detailed .2

Contributions and Impact

Gina has been recognized for her ability to develop efficient processes and deliver valuable insights through research. Under her leadership, Cutter Associates aims to help wealth management firms navigate challenges such as digital disruption while enhancing their operational capabilities .12

Her extensive expertise positions her as a key figure in shaping industry standards and practices within asset management and wealth management sectors.