University of Massachusetts Lowell

Northeastern University

Principal, Head of Research at Cutter Associates

Responsible for the development and delivery of Cutter’s Asset Management and Wealth Management research products to over 200 member firms around the globe. Cutter’s research offerings help firms reduce risk, lower cost, and navigate the digital disruption taking place in today’s market. Cutter’s membership model allows confidential access to a network of industry peers through in-person and online meetings.

Cutter Associates

Principal, Head of Research

Responsible for developing and launching Cutter’s Wealth Management research offering specifically targeted to address the operational and technology needs of Wealth Managers. Building on Cutter’s 20+ years delivering industry-leading research and consulting services, Cutter Wealth helps wealth management firms make smarter buying decisions, gain competitive advantage, and deliver more value to their own clients.

Principal, Head of Wealth Management Practice

Manage and direct Investit’s Research business line, including product strategy and development of new products, account management and member engagement, authoring of research reports and delivery of services to global asset management and asset servicing firms.

- Redesigned and re-launched Investit Intelligence product offering to drive new sales; grew client base by over 50% within the first year of new release
- Redesigned research content to enhance usability and incorporate actionable work products such as maturity models, best practices and self-assessment questionnaires
- Developed community and peer network of asset managers and asset servicers to engage client base and increase cross-selling opportunities
- Authored research on topics including front office solutions, outsourcing services, collateral management, regulation, fixed income markets, data management and mobile technology
- Deliver insights and thought leadership at industry conferences and Investit events

Investit

Managed all aspects of Cutter Associates’ Research and Benchmarking business lines, including budgeting, staff management, product design and delivery to over 180 global asset management firms.

- Oversaw budget and ensured profitability; achieved gross profit margins of over 50%
- Developed, designed and launched new research product offerings for the vendor community
- Redesigned product deliverables (presentations, online content, printed volumes) to enhance accessibility to key insights 
- Developed efficient and repeatable processes to ensure high quality and timely delivery of industry-leading research products
- Directed research topics, scope and content to ensure relevance to current market issues and alignment to clients’ needs
- Presented research and provided thought leadership at industry conferences and Cutter events 
- Managed team of senior research analysts

Cutter Associates, Inc.

Principal, Head of Research and Benchmarking

Researched business requirements and identified project scope for implementation of system enhancements to multi-currency portfolio accounting system.

- Developed and implemented strategic product enhancements
- Developed and implementd enhancements to support the European Economic and Monetary Union (EMU) requirements and conversion to the Euro (EUR)
- Designed, developed and published initial product documentation suite
- Managed staff of technical writers

DST Global Solutions

Product Manager

Led client services business unit for portfolio management and securities trading product lines. 

- Ensured profitability through budget analysis and revenue forecasting
- Managed staff of 50 employees, including customer support, application programming, custom programming, quality assurance and documentation departments
- Provided production support for 65 installations across leading global banks and broker dealers; prioritized work flow for all software deliveries
- Designed and implemented call and problem tracking system used to monitor service levels, analyze company work flow, and identify staffing requirements and product improvements
- Improved company service levels through design and implementation of new department procedures to ensure timely software deliveries and reduce problem resolution response times
- Maintained all license and maintenance contracts for customer base
- Managed division in COO’s absence

Gina McCafferty