A Sample of our Expertise

Averaging more than 20 years of industry experience, our currently deployed roster of roughly 50 associates represent the best and brightest having held leadership positions throughout the financial markets industry. Viewed as thought leaders, these individuals help our executive-level clients define and develop strategic business and technology roadmaps and are trusted with driving competitive advantage for our clients. You should expect our consultants will have PhDs in GSD (getting stuff done), which means their deep industry expertise is complemented by a process-driven and results-oriented approach.


Olmstead Strategic Advisors are innovators, having grown up in the industry with significant experience leading technology and operations initiatives. Viewed as thought leaders, these individuals have developed effective communication skills to impart the strategic business objectives with senior management and are trusted with driving competitive advantage for our clients. For example:
 
Alan Robinson - Acting as strategic advisor and lead business consultant, Alan is working with a large asset servicing firm to redefine their people, processes and technology around test processes for onboarding new clients.  Alan is charged with defining a center of excellence that encompasses everything from User Acceptance Testing, Client Integration Testing, Shared Services (Test Environment and Data Management), Tools, Automation and implementing Testing best practices..  
 
Prior Experience:
Seasoned IT executive / Leader with 25+ years of technology and operations experience.  Main focus areas include: Managing and driving organizational change; process improvement, supporting business needs and building business relationships.  Alan has managed the entire SDLC from business analysis through development and into testing for some of the most complex asset management and asset servicing firms.  Alan's worked for firms including BNY Mellon, Credit Suisse, Merrill Lynch and software companies including First Data.  
Olmstead Program Managers bring project management skills, domain knowledge, and the scars from experience with complex programs. From software implementation, client on-boarding and business transformation efforts, our program managers are relied on to drive success through planning, vision, consensus building and accountability. For example:

Stephen Maines - Acting as cross program manager to support runbook within a middle office transformation program, Stephen is tasked with coordination across business leaders, technology initiatives and multiple stakeholders.  As a result of his expertise in accounting and program management, Stephen was also recently called on to run the firm's disaster recovery test with its software partner Eagle.  Stephen is relied on to bring his experience and expertise to drive milestones and accountability to tie multiple projects together in order to ensure the program is on time and on budget.   

Prior Experience:
Stephen has over 25 years of financial services industry experience.  He has worked for investment managers, custodians and investment software vendors.  He has extensive exposure to both operational and systems issues, offshore development practices and has a strong technical background.  Stephen provides program management, project management, and systems development methodology and execution expertise.   With Olmstead Associates, Stephen has worked at BNY Mellon, Mass Mutual, Western Asset Management, Fidelity Investments, Bank of America and State Street. In addition to Olmstead Associates, Stephen has worked for Liberty Funds, Thomson Financial, National Computer Systems, Advisor Technology Services, Mellon Trust and SunGard.
Many of our Project Managers are Project Management Professional (PMP) certified. All of them have the education of experience and domain expertise. The securities industry, investment instruments, workflows and business processes are complex. Our project managers bring the knowledge and experience to anticipate bumps in the road and ensure a smooth and seamless implementation. For example:
 
Bob Wilson - Acting as project manager for a client reporting implementation, Bob is leading the effort to automate our client's Institutional business across the enterprise on to SimCorp's Coric reporting solution. Bob is tasked with managing work streams between the client and the vendor, vendor deliverables, completion of business requirements, gap analysis of data requirements, interface design, test planning and project status. 
 
Prior Experience:
Seasoned project management and senior business analyst professional with over twenty-five years' experience providing operations and systems support to the financial services industry focusing primarily on trust, custody, client reporting and performance. As an Olmstead consultant for 20 years, Bob has worked at such firms as State Street, Fidelity, Pioneer, Ameriprise and Eagle Investments.
Data is the lifeblood of securities firms. It is increasingly complex and touches virtually every application. Our enterprise data consultants have expertise with a variety of applications and are experienced at putting in place the technical footprint and business processes to ensure successful data workflows. From pure enterprise data management and data warehouse projects to implementations of data intensive applications across the front, middle and back office our data analysts ensure successful projects. For example:
 
Juan Lopez - Acting as a data management consultant supporting the implementation of BlackRock’s Aladdin order management system into MarkitEDM, Juan is leading implementation of best practices and integration within a broader enterprise data management program at his current client.  Juan is responsible for developing detailed integrated solutions, approaches and best practices.  
 
Prior Experience:
Experienced enterprise data management professional with expertise in 3 major data management platforms (GoldenSource, Eagle PACE, and MarkitEDM). With over 20 years of experience,  Juan has  integrated various market data feeds, front and back office systems to these platforms for local and global implementations.  Juan’s knowledge of market data vendor architectures and enterprise data management platforms have been leveraged at vendors including Charles River Development, GoldenSource Corp and Sungard Securities Finance as well as asset management firms including Pioneer Investments, Loomis Sayles and Liberty Mutual Investments.  Juan's deep understanding of data and the broader implications throughout the trade lifecycle for buy side firms are a differentiator.  
Optimizing the myriad of applications within financial services companies requires a unique combination of technical expertise, business knowledge and a passion to optimize systems and workflows work to meet the needs of its users.  Olmstead business systems analysts bring technical expertise and business experience with our clients' applications and user requirements.  They are  passionate about providing the best systems integration to meet the future needs of our clients business. For example:
 
John Brigham - Acting as business systems analyst on an IBOR initiative, John is utilizing his in-depth trade processing experience to define requirements.  These requirements include executed trade details, workflows, trade enrichment, standard XML formatting and processing of normalized trades to middle office service providers for implementing a trade hub application.  John is doing this work in collaboration with members of the client's IBOR team and external development team. 
 
Prior Experience:
John has been with Olmstead Associates since 1998. A seasoned project management professional with over twenty-seven years' experience in the financial services industry concentrating on portfolio management, order management, trust administration, portfolio accounting and technology. John has had extensive exposure to both operational and technology solutions within these business areas and has provided application selection, project management for software conversions, software upgrades, process analysis and re-design. John has worked for BNY Mellon, Brown Brothers, Fidessa Latent Zero, Columbia Management, State Street and Mellon Private Asset Management. Prior to Olmstead Associates, John held management positions in the trust organizations of Loring, Wolcott & Coolidge and Gaston & Snow.
Optimizing business processes and technology is an art. Those who can truly capture the needs and requirements of disparate users and translate them into an effective roadmap are artists. Olmstead business analysts bring deep knowledge of the industry and the domain. They are detail oriented but naturally social and inquisitive and want to optimize business processes. For example:
 
Jason Cakouros- Acting as business analyst in support of the investment data and trading integration with a large retirement plan service provider, Jason is responsible for driving the business analysis associated with a broad group of systems, workflows and integration points for the transformation of this business.  
 
Prior Experience:
Effective professional with over 20 years' experience in the financial services industry. Jason has extensive experience across the investment operations functions including implementing and supporting corporate actions, reconciliation, supporting data readiness for accounting and trading systems.  Jason has significant business analysis and business systems analysis experience and supporting the design of test processes in support of both business and technology initiatives. Jason has consulted at firms including SSgA, Pioneer and BNY Mellon.  Prior to Olmstead Jason held positions with Equiserve, Brown Brothers Harriman, Fidelity and The Boston Company.
Ability to seamlessly integrate with various internal client teams and groups in providing reporting solutions are valued traits. Olmstead reporting analysts utilize their years of investment industry knowledge and client service skills to think out of the box when delivering reporting solutions. Olmstead reporting analysts are detail oriented, have strong analytical skills and experience with many of today's prevalent reporting packages. For example:
 
Colleen Cybul - Acting in a reporting analyst role for the implementation of the Vermillion Client Reporting solution, Colleen is utilizing her comprehensive background in operational processing and client reporting to ensure the successful implementation of Vermillion.  Her work includes detailed process flows,  the documentation of business requirements and functional specifications, identification of data sources, governance, lineage and gaps and managing test execution for on-boarding the client's existing reports to the Vermillion platform. 
 
Prior Experience:
A respected professional with over 25 years of experience in the financial services industry. She has extensive experience as a project lead and business analyst for back-office integrations, system implementation, performance measurement and client reporting process improvement projects, as well as subject matter expert for operations on multiple accounting system implementations. Colleen has held operational management positions at Bank of America, Columbia Management and Fleet Investment Advisors.
Investment Performance and reporting is about telling clients and prospects how well their money was managed.  That simple statement is built on layers of complexity.  Olmstead Investment Performance professionals have deep domain expertise around the issues of performance measurement, attribution, GIPS composites.  They have worked through the global and regulatory nuances that add to the complexity of this area of the asset management business.  Viewed as subject matter experts, these individuals pair their investment performance expertise with hard skills around project management, business analysis, systems selection or a combination of skills.  For example:
 
Patrick Iozzo - Acting as business analyst, Patrick is currently supporting the asset management arm of an insurance company as they look to redefine their risk and analytics processes in order to move towards daily risk evaluation for held away assets.  Step one of this process is reviewing and mapping required inputs and defining client views for those analytics.  Step two will involve systems selection and implementation to support the firm’s analytics needs.  
 
Prior Experience
Seasoned leader with 20 years of business and technology experience.  Patrick has worked for asset management firms, asset servicing firms to support outsourced risk analytics and consulting firms over this timespan.  He has managed performance and reporting teams, driven systems selection and implementations and built GIPS performance functions.  His systems experience includes SS&C-Sylvan & Anova Performance and the Eagle Performance solution as well as a variety of proprietary solutions.  Patrick has held positions at firms including:  Brown Brothers Harriman, State Street, Babson Capital, KPMG, Citigroup and Aeltus Asset Management.