Leadership Team

Stephen is CEO of Olmstead Associates. He has 25+ years as a management consultant and financial technology executive, helping global financial markets firms of all sizes define and achieve their business objectives. Stephen draws on his many strategic advisory, systems integration, business re-engineering, and merger integration consulting experiences to ensure the Olmstead team delivers optimum value to its clients. He held senior positions at Andersen Consulting (now Accenture), PwC, and Arthur Andersen, where he was the partner-in-charge of the New England financial markets business consulting practice. Prior to Olmstead, Stephen held leadership positions at trading pioneers ITG and Macgregor. He architected and ran the ITG Net business unit, the firm's end-to-end electronic trading and trade processing network, building it to a community of over 750 buy-sides, sell-sides, custodians, and industry utilities. Stephen led Macgregor's Sales and Service, and oversaw the transformation of the firm's financial profile by diversifying revenue, growing recurring revenues, and reducing costs dramatically. A recurring theme through his professional experiences is the weaving together of strategy and execution, business and technology. In his free time you can find Stephen enjoying time with his wife and three children, around a baseball diamond or on a stand-up paddle board.

Rob is President of Olmstead Associates.  He brings over 25 years of executive leadership in financial services and technology, with a successful track record of launching, building, growing, and running businesses in the Financial Services and Technology arena. Rob has managed large and small businesses, and has deep experience in strategy, technology, operational, product, and business development/sales.
Prior to joining Olmstead, Rob was most recently Global Head of Equities for Thomson Reuters where he had overall responsibility for Thomson Reuters’ global equities business, including all Equities desktop, transactions, data feeds, and analytics businesses, as well as Market Structure. Prior to Thomson Reuters, Rob was Managing Director, Strategy and Marketing at the Depository Trust and Clearing Corporation (DTCC) overseeing strategy, planning, marketing, and corporate development. Prior to that he spent 10 years at TowerGroup, the leading provider of research and advisory services to the global financial services and technology industries, where he launched and led TowerGroup’s Investment Management practice.  Before joining TowerGroup in 1999, Rob held various leadership positions at Putnam Investments, Fidelity Investments, and Coopers & Lybrand. He has also served on the board for public companies, private companies, and many industry boards. 
Rob has been a featured speaker at dozens of industry conferences globally and has appeared regularly on CNBC-TV (U.S. and Europe), ABC-TV and other broadcast outlets. Rob holds an M.B.A. with a finance/marketing concentration from Babson College and a B.S. in computer science from North Adams State College.  In his free time, Rob enjoys time with his family, golfing, and biking.
Phil is Senior Managing Director of Olmstead Associates, and responsible for Olmstead's core project consulting and professional development businesses.  Phil joined the firm soon after it was founded in 1994 and has provided strategic consulting services on projects that span the front to the back office at clients such as Federated Investors, Mass Financial Services, Putnam Investments, Omgeo, Columbia Management and the State of Georgia. Phil also leads Olmstead Associates' professional development business as well as operating as both as an instructor and class developer. These classes have been delivered both as public seminars in Boston, New York, Chicago and San Francisco and on site at clients such as State Street, DuPont Capital Management, Babson Capital Management, Bank of America, OPERS, Interactive Data and dozens of other major industry and software firms.

Prior to joining Olmstead Associates, Phil had experience in the securities industry working at Aetna Life and Casualty, Mass Mutual and as an independent consultant. Phil also worked for the White House as Manager of Information Systems for the Executive Office of the President.  Phil has a B.S. in Computer Science from Cornell University and an MBA from the University of Hartford.

Scott is a Managing Director at Olmstead Associates, leading the Data Management Practice.  He is an industry expert with more than 29 years of experience in the financial services industry.  The majority of Scott’s career has been spent helping firms overcome people, process, and IT challenges impacting the value they receive from data. He offers a unique perspective, having worked for the Buy Side as well as with its counterparties, IT/data vendors, and outsource service providers. Scott’s data expertise also spans the investment lifecycle, enabling him to quickly relate to business drivers for the front, middle, and back office. He has successfully delivered engagements, including data strategy, IT architecture, IT systems and outsource provider selections, data governance, data quality operations, reporting and regulatory reporting.  

Scott is a thought leader and has challenged the way firms think about data quality measurement, establishment of data governance, and achievement of a data culture. He has authored thought leadership pieces and presented at industry events, including FTF, FIMA, TSAM, SIFMA, ISITC, SIBOS, and he has been a long-time member of the EDM Council.

Prior to joining Olmstead Associates, Scott’s roles included serving as Data Management Practice lead at InvestTech Systems Consulting. Prior to that, he was Director, Data Management and Control at Liberty Mutual Investments and a Director in PwC’s Asset Management Practice. Scott has a B.A. in Economics and German from Lake Forest College and a Masters in Finance from Bentley’s McCallum Graduate School of Business.
Kevin is Vice President of Client and Market Development.  Within this role, Kevin is responsible for Olmstead's efforts to help our clients address the strategic and tactical challenges that face their technology and operations organizations. Kevin brings almost 20 years of financial technology experience to this role as well as proven success building and managing strategic relationships with asset managers, asset owners, asset servicing firms and the technology firms that support them. 

Kevin has held business development and client relationship positions in the industry and most recently came to Olmstead Associates from InvestTech Systems Consulting where he was responsible for defining and building their business development function.  Prior to InvestTech, Kevin worked with SS&C and StatPro supporting their software and services sales efforts and spent 5 years at TowerGroup where he worked to support the development and execution of their consulting, advisory, and training businesses.  
Kevin is a graduate of Boston College with a degree in Economics. In his free time, Kevin enjoys spending time with his wife and 2 sons, coaching, and staying active through sporting activities. 
is responsible for running Olmstead’s recruiting function and helps manage our consultant liaison program and our broader Olmstead Network.  A Recruiting Professional with 8 years of experience in staffing and consulting across a variety of industries, Amanda has taken a more recent focus on Financial Services.   Amanda supports our clients to evaluate the nuances of their needs and works effectively with our broader network to ensure an exceptional skills, knowledge and cultural match for our clients.  She has extensive training in sourcing and connecting with talent through traditional and non-traditional methods. 
Prior to joining Olmstead Associates, Amanda worked for the largest U.S. provider of scientific and clinical staffing, where she was recognized for the relationships she formed with the consultants and her ability to best match candidates to the needs of their clients.  Amanda is a graduate of Longwood University where she was recruited to play soccer.  In her spare time you will find Amanda at a sporting event or on the waterfront.  Amanda is always looking to expand our network and grow the business, have you reached out to her today?