Principal, Head of Business Delivery - Inv Mgmt Consulting and Research

Joined June 2013
Join to discuss the challenges in data collation for alternative investments and the tools and processes that firms use to overcome them. Register now. bit.ly/3Ro0ijr
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We’re excited to announce Cindy Castellano, CFA, Managing Principal and Head of Cutter’s Client Facing practice, has been appointed the next CEO of Cutter, effective April 1, 2023. bit.ly/3vTxwNQ
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All of us at Cutter wish you a very happy and healthy holiday season. Enjoy!
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Cutter is a proud partner of Out in Finance. Join us for happy hour in Boston on November 18 to celebrate the community and foster connections within the investment management industry and beyond. RSVP here. bit.ly/3WNwPSk
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See what performance center of excellence can do for your firm. As illustrated here, the benefits outweigh the challenges, but careful planning is needed. View now. bit.ly/3fpJvOf
See what’s top of mind for compliance professionals – eComms surveillance, investment guideline compliance, and more. Read now. bit.ly/3o6b93D
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In this blog post by Chanelle Crabtree (nee Rowe) we share how to find a service provider that best matches your specific needs and ways to organize for flexibility so you can adjust to ever-changing demands. Read now. bit.ly/3Ln3JCp
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The future holds many challenges for compliance professions, but here we focus on two of the most important issues: #ESG and SEC examinations. Watch now. bit.ly/39NsMBz
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Cutter consultant and co-founder of Out in Finance Dru Holmquist discusses the organization that is near and dear to his heart. #DEI Read now. bit.ly/3mdx2gs
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How effective is your vendor management? Angela Centeno will cover the challenges and risks in our upcoming Advance Together member meetings. Learn more and register now. bit.ly/2KOVce7
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The next decade will bring major change and upheaval to the investment management industry. Are you future-proofing your technology and your business? Read the first entry in our new Cutter blog. cutterassociates.com/insight…
How robust is your firm's vendor management program? Participate in our benchmarking survey and receive a free flash report to see how you measure up.
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The world is a chessboard. Join us to hear from grandmaster @MauriceAshley on how to get your brain thinking in ways you never expected. Register now. bit.ly/2KOVce7
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Join us today as we share key trends and takeaways from our Asset Management Marketing Benchmarking survey with a focus on strategy, content, channels, and operations. bit.ly/3t27rbE
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Made a recent stop by our 'new' @CutterAssociate office recently. Moved in Feb 2020 and COVID-closed soon after. Feeling blessed that our business can continue remotely. With big thanks to our global partners!
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Don’t miss the chance to see how your marketing practices and processes measure up. This survey will be closing soon. Learn more here. bit.ly/3aRtN9P
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The Cutter team wishes you happy and healthy holidays!
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Thank you to our sponsors and exhibitors at this week’s Cutter Member Meetings! @BNYMellon , @FactSet , @SimCorp , Hexagon Technologies, @Broadridge , @OrtecFinance , and @SSCAdvent. Register here. bit.ly/2HKKhVa
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Join us to explore how firms are looking to mature their data governance programs, benefits achieved, and strategies that work. Hear from Mark McCoy, Federated Hermes, Sylvain Pendaries, Janus Henderson Investors and Larry Russell, Allianz Global Investors bit.ly/313WN8V
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Cutter Research members, join us as we share key trends and takeaways from our Data Management Benchmarking survey. bit.ly/32XItPo
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