Alois Pirker is a senior analyst at Aite Group, LLC, specializing in wealth management and separately managed account technology, advisor-focused platforms and tools, and data warehousing.

Mr. Pirker has been widely quoted in the mainstream press, including The Wall Street Journal, Financial Times (FT’s Professional Wealth Management), Reuters, Dow Jones, CNNmoney, USA Today, and Newsday, as well as industry trade publications including American Banker, US Banker, Euromoney's Alternative Investment News, Registered Rep., Investment News, Wall Street Letter, Wall Street & Technology, Banking Technology, Securities Industry News, Ignites, FundFire, and On Wall Street. He has presented his research at major conferences, including FRA Separately Managed Accounts Technology and Operations Summit, the American Banker and Money Management Institute Separately Managed Account Conference, and the Wall Street & Technology Executive Forum on Transforming Client/Advisor Interaction with Real-Time Information. Before joining Aite Group, Mr. Pirker was an analyst within Celent's Securities & Investments Group where he published several studies and advised clients on new strategic technologies in the financial services marketplace.

Prior to Celent, Mr. Pirker served as an associate director of investment solutions at UBS Wealth Management in London, where he developed business requirements and managed the delivery of various initiatives targeted at the launch of UBS' separately managed accounts business throughout Europe. Before assuming this role, he spearheaded a team of business analysts responsible for all data warehousing/reporting requirements for the implementation of UBS' European wealth management platform.

Before moving to London, Mr. Pirker also served as a data architect within UBS' enterprise data warehouse program in Switzerland. Mr. Pirker holds BS and MS degrees (Diplom-Ingenieur) in applied computer science from the University of Klagenfurt in Austria. He also studied at the École Polytechnique Fédérale de Lausanne in Switzerland, where he wrote his master's thesis on data management. He is fluent in English, German, and proficient in French.

Andrew Buntain joined Franklin Templeton Investments in June 2007 as Director, Separately Managed Accounts. Mr. Buntain is responsible for managing the development of Franklin Templeton’s SMA business in Canada, primarily through Bissett Investment Management. Mr. Buntain maintains Franklin Templeton’s relationships with SMA program sponsor firms in Canada, and also supports Investment Advisors in branch meetings and client proposals.

Prior to joining Franklin Templeton Investments, Mr. Buntain spent eleven years at another money management firm where he was responsible for their institutional accounts, funds-of-funds, and sub-advisory relationships. His particular focus there was on meeting the needs of investment consulting firms with regard to investment manager search, evaluation, selection and monitoring.

Mr. Buntain holds an Honours Bachelor of Arts degree from McGill University, and became a CFA Charterholder in 2001

Andrew Clipper is a Director of Citi Investment Administration Services (IAS) responsible for Product Management and Development for retail BPO services to Investment Mangers and Distributors of managed accounts. Andy’s product responsibilities include OpenSMA - the industry leading BPO service provider for investment managers of managed accounts and OpenWealth the first Unified Managed Accounts (UMH) platform for distributors of managed accounts.

Prior to joining Citigroup in 2004, Andy spent three years as the Director of Separately Managed Accounts for the Evergreen Investments division of Wachovia Corporation. Andy’s managed accounts experience began at Merrill Lynch Asset Management in 1989 where he was the Eastern Divisional Sales Manager for separate accounts.

Andy began his career in financial services in 1984 as an equity analyst covering the health care industry. He has a Master of Business Administration and Master of Public Health from Columbia University and a Bachelor of Science from the State University of New York.

Brett Ginter is co-founder of SMART Consulting, LLC. SMART Consulting, LLC provides strategy, management and technology consulting in the capital markets industry with a focus on the managed accounts industry segment. Brett has over twenty years experience as a consultant in the managed accounts, global custody, asset management, and securities processing industries.

Prior to SMART Consulting LLC., Brett Ginter was a partner in the financial services practice of Accenture concentrating in the capital markets industry. Brett was the thought leader for the Straight Through Processing (STP) asset development and led the firm in developing point of views and industry best practices for the capital markets industry. Recently on behalf of the Money Management Institute (MMI), Brett led a team of consultants in the development of an adoption strategy for the MMI 2.0 standards.

Brett is a member of the ISITC/IOA (Industry Standards for Institutional Trade Communications/Institutional Operations Association) and is member of the Custody and Fund Accounting Committee within NICSA (National Investment Company Services Association). Brett is a frequent speaker at industry associations on straight through processing and assists in the development of industry articles for major publications.

Brett received his M.B.A. from Boston University concentrating in Financial Services and a B.S. from Babson College with a dual major in Accounting and Management Information Systems (MIS). Brett is a board member for the South Shore Habitat for Humanity.

With co-founder David H. Gardner, Smart Consulting LLC has been at the forefront of developing and implementing both process and application efficiencies for all participants in the managed accounts industry.

Cheryl Nash is senior vice president, strategic marketing and business development for Investment Services from Fiserv, the leading global provider of financial services technology solutions. Nash is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry.

Nash has over 25 years of experience working in the wealth management industry and was one of the original founders of Security APL, known today as APL from Fiserv, the industry leading portfolio management platform. Nash has also been instrumental in the development of multiple strategy portfolios, more commonly known today as unified managed accounts. Nash played a significant role in Fiserv’s acquisition of Upstream Technologies, which allows Fiserv to bring an integrated trading environment to its customers.

Most recently Nash was awarded the Money Management Institute’s (MMI) prestigious Pioneer Award for contributions, which embody MMI’s mission to serve as an advocate and catalyst for growth in the managed accounts and wealth management industry. Nash also holds the distinction of co-chair of MMI’s Technology & Operations Committee.

Darlene DeRemer joined Donald H. Putnam in founding Grail Partners LLC in 2005. In addition to heading up the Boston office, Darlene is the senior banker focusing on the mutual fund industry worldwide, and has advised clients in a wide range of strategic transactions. Grail is an advisory merchant bank serving the investment management industry from offices in Boston, New York and California. Grail partners have worked on over 200 strategic transactions involving asset management businesses over two decades.

Prior to becoming an investment banker at Putnam Lovell NBF in 2003, Ms DeRemer was for twenty five years a leading advisor to the financial services industry, specializing in strategic marketing, planning, product design and the implementation of innovative service strategies. Her work on outsourcing and use of technology has transformed her fund company clients. She has participated in numerous fund company asset management restructuring transactions.

Since shifting to investment banking full time, Darlene has led or participated in a score of advisory transactions. Her current clients include sale and purchase mandates for institutional and mutual fund managers in the US, as well as restructuring assignments for alternative investment firms that seek to tap the public markets in the US and abroad.

Darlene ran NewRiver’s eBusiness Advisory unit for four years, until 2003, prior to which she operated her own strategy firm in asset management, DeRemer + Associates. DeRemer & Associates was the first consultancy focused on the U.S. mutual fund industry.

From 1985 to 1987 Darlene was Vice President and Director in the Asset Management Division of State Street Bank & Trust Company (now State Street Global Advisors) where she managed the $4 billion Pension Real Estate Department and developed Marketing Communications and Client Service programs. Before joining State Street, Darlene was a Vice President at T. Rowe Price & Associates from 1982 – 1985. Darlene’s career started in strategic planning, at Tiger International and its subsidiary, Flying Tiger Airlines.

Darlene earned a BS in finance and marketing in 1977 summa cum laude and MBA degree in 1979 with distinction from Syracuse University. She graduated Beta Gamma Sigma (Phi Beta Kappa analogous).

Darlene was the proud recipient of the 2010 Syracuse University Whitman School of Management Dean’s Citation award, given to an alumnus for distinguished service. She has been a frequent guest speaker to their Undergraduate and MBA students, The Orange Value Fund, Whitman Women in Business, as well as a career mentor.

Darlene has served on the Congressional task force which was instrumental in the passage of the Pension Portable Act of 1998 and she provided testimony to the U.S. General Accounting Office’s 2000 Mutual Fund Fee and Expense Study. She also served on the Independent Director’s Council taskforce for oversight of fund service providers’ and fair value pricing whitepaper.

David Gardner is the co-founder of Smart Consulting LLC, a managed money platform and business integration consulting business to Broker Dealers, Banks and Asset Management Firms. Through Smart Consulting LLC, David has guided the Depository Trust and Clearing Corporation (DTCC) as external project director, to develop an industry based central processing HUB through DTCC’s industry connectivity and solutions platforms to create scaled efficiencies for the $800 billion Managed Account Industry. He is a recognized industry expert in managed account content and processing applications, a frequent national speaker and industry expert for the financial industry press.

Formerly Managing Director for Wachovia Securities Private Client Group, David started in the retail brokerage industry as a financial advisor with the former Smith Barney Harris Upham.

In 1986, he joined James C. Wheat at Wheat First Securities in the Private Client Management group.

Prior to retiring from Wachovia Securities, David served as Regional President/Managing Director for the Private Client Group’s Midwest Division based in Chicago. David’s unique leadership roles in both retail sales and brokerage operations have given him a unique insight to both the retail back-office and distribution needs in today’s wealth management environment.

As a native West Virginian, David has been actively involved in bringing his industry expertise to the fiscal issues of the State. David assisted in creating legislation for a constitutional amendment that overturned the 134 year ban on equity investing and created legislation forming the West Virginian Investment Management Board that would oversee the State's $5 billion investment diversification. He served as both Trust Chairman and later as the Chairman of the Investment Committee.

Eric Sutherland is a Managing Director and the Head of Advisory Distribution and National Accounts. He joined Allianz Global Investors in 2009 after 14 years at Nuveen where he was responsible for National Accounts and business development for Wirehouses, national and regional broker dealers as well as TAMPS. Prior to Nuveen he worked for Binswanger & Co. and Bankers Trust Company.

Eric has over 20 years of experience in the financial services industry and is a current Board Member of the Money Management Institute. He is a graduate of Bucknell University and is Series 7, 24, 63 and 65 licensed.

Gary Jones as Vice President for Industry Operations for the Money Management Institute (MMI) is responsible for driving the creation and acceptance of industry standards for data and communication within the managed account solutions industry. Mr. Jones has more than 20 years of experience in the managed solutions account business. Prior to joining MMI, Mr. Jones was the Director of Marketing and Communications for managed solutions products at Merrill Lynch. He has served in various leadership capacities and brings significant experience in leading multiple technology and operations projects, product development, website development and data mining. Gary Was recently awarded the Operations Leader of the Year by Operations Management a publication of Institutional Investor for his efforts in leading the MMI standards effort. Mr. Jones leads MMI’s efforts on operations and communications standards from MMI’s office in New York.

Gavin Spitzner is a Senior Vice President of Business Development for Prudential Investments’ Wealth Management Solutions group. This group provides bank wealth management and trust departments, independent broker-dealer networks and national full service firms with a flexible suite of private label wealth management solutions that enhance existing investment platforms.

In his role, Gavin is responsible for developing and expanding relationships with current and prospective institutional clients in the wealth management space.

Gavin has been involved with the managed accounts business for more than 15 years – helping to introduce Merrill Lynch’s Consults separate account consulting program to the marketplace in the early 90s and developing innovative, high-impact business development, practice management and consultative selling education and marketing programs more recently.

Since joining Prudential Investments in 1997, Gavin has held a variety of marketing, research, education and strategy roles including Brand, Advertising and Internet Marketing Strategy as well as Advisor Education.

Before joining Prudential Investments, Gavin served in a variety of account management and advertising strategy functions within Bozell Advertising and Lintas Advertising, managing accounts of a diverse array of financial services firms including Merrill Lynch and Swiss Bank Corporation.

Gavin graduated from Ohio State University in 1986 with a B.A. in behavioral sciences.

Gib Veconi is President of Peridrome Corporation. He is the former Director of Separately Managed Accounts Technology for Lord Abbett & Co., and is a prior chair of the Money Management Institute’s Operations and Communications Standards Committee. Prior to joining Lord Abbett, Mr. Veconi was Managing Director and Chief Information Officer for Wall Street Access, a retail and agency institutional broker-dealer, and leading online broker.

Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies for several of the world's leading asset managers, insurance and annuity companies and broker dealers. At LifeYield, Jack is a principal and responsible for developing product, marketing and business development strategy. Prior to LifeYield, Jack was a senior executive with The Phoenix Companies where he developed the first‐to‐market income guarantee on a money management program. He headed up Phoenix's annuity distribution and built Phoenix Investment Partners into one of the largest managed accounts aggregators in the industry. Jack headed up broker dealer sales, retail marketing and product development at Putnam Investments. At Morgan Stanley he led insurance and annuity sales. Jack is Chairman of the Managed Money Institute's Retirement Solutions Committee.

Jim is principal and owner of Penman Consulting, a consulting service to financial services companies. Penman Consulting was started 2008 with 25 years of technology management experience, including the entire lifecycle of software development and deployment. Services provided include technology architecture, platform design, vendor selection, systems consolidation, software development, project management, integration and implementation services to banks, brokerages, asset managers, private banks, hedge funds, insurance companies, and to other technology firms. Recent customers include DTCC, Thomson-Reuters, Redi2, SmartConsulting, Money Management Institute, Cordia Bancorp, Medfli.com, and other smaller entities.

Jim is also a recognized industry expert in financial services technology and is a speaker at industry conferences, including those of The Money Management Institute, Financial Research Associates, and FS Wealth Management; where his expertise includes Brokerage Technology, Private Bank & Trust Technology, Separately Managed Accounts, Unified Managed Accounts, Wrap Accounts, and Financial Services Operations.

Jim is also the current the part-time Chief Information Officer (CIO) of Catalis and CodeBlue Solutions. He is responsible for product strategy, information systems and infrastructure, research and development, software architecture, project management office, and technical deliver services for these companies.

Prior to his current position, Jim was the Chief Technology Officer for Octavian, Inc, a software startup company. Prior to Octavian, Jim was the Senior Vice President for Bank of America and designed their managed money platform from 2002 to 2007. And prior was the Vice President and Lead Technical Architect of Wachovia Securities’ managed money platform from 1995 to 2002, which is now part of Wells Fargo Advisors. Jim’s platform designs enable Bank of America to accumulate incremental AUM of $37 billion and Wachovia Securities to add $100 billion in AUM.

Jim is a current member of the Money Management Institute (MMI)’s Operations and Communications Standards Committee and has been the Co-chairperson of their Technical Working Group from 2006 through January 2009. He currently is assisting MMI with their development of industry standard XML messages for account opening, fee billing, and portfolio management. In February 2009, Jim was nominated for the MMI’s annual leadership award. Jim received a B.S. in Mathematics and Computer Science from The Pennsylvania State University, and has done postgraduate studies at Robert Morris University and Virginia Commonwealth University.

Jennifer’s focus at the Pelican Bay Group at Morgan Stanley Smith Barney in Pittsford, New York is institutional consulting, which includes sales, marketing and new client development.

Jennifer often consults in a fiduciary capacity to institutional clients, specifically banks, trust companies, retirement plan sponsors and other ERISA clients. Her strength is advising on investment management and process by providing comprehensive solutions and strategic advice.

Ms. Hartmann and her associate Mr. Anthony Gallea, Managing Director are the creators of Morgan Stanley Smith Barney’s TrustSourceSM process—an investment management platform for creating and implementing customized investment management strategies for banks and trust companies.

For private clients, Jennifer manages portfolios on a discretionary basis as a Portfolio Manager in Morgan Stanley Smith Barney’s Portfolio Management Program.

Jennifer is active in the financial and business community. She is a frequent speaker at industry conferences and serves on numerous advisory groups. She is a member of the Economics Club of New York, a recent Co-Chair of Smith Barney’s Director’s Advisory Group and a recurring guest faculty member at the Pennsylvania Banker’s Trust School at Bucknell University.

From 1998 to 2003, Ms. Hartmann was the Branch Manager of Smith Barney’s Pittsford, New York office. She was responsible for new business development, recruiting and the profitability of her branch.

Ms. Hartmann started her career in 1992 as an institutional fixed-income trader at Prudential Securities before joining Morgan Stanley Smith Barney and its predecessors in 1996.

Ms. Hartmann earned her Certified Investment Management Analyst (CIMA) Certification through the Wharton School and received her BA in Economics from the University of Pittsburgh. She is currently enrolled in the online MBA Program at UMass Amherst.

Jennifer is a native of Rochester, New York.

TrustSource is a registered service mark of Morgan Stanley Smith Barney, Inc

Jonathan is a Director within Global Transaction Services, Investment Administration Services division. He is the Product Manager for Citi’s OpenSMA and OpenWealth Products. In his current role, Jonathan is responsible for product development and product management for a number of key growth areas. These include AlternativeWealth, Trust Services, and of managed accounts.

Jonathan began his career with Citi in 1993, as an Operations Manager supporting Smith Barney’s retail products, including mutual funds and brokerage. During his 16 year career at Citi, Jonathan has held a series of managerial roles within Smith Barney Consulting Group, Citigroup Asset Management and currently Citi Investment Administration Services; the largest outsourcer in the managed accounts industry.

He is a frequent speaker and is widely quoted in areas of asset management outsourcing, and wealth management. Actively involved in industry groups, Jonathan is the co-chair of the Money Management Institute’s (MMI) Technology and Operations Committee. He has been an active member since the committee’s inception in 2000.

In 2010, Jonathan received the MMI’s All Star Achiever award for leadership and contributions to the managed accounts industry.

Jonathan holds an M.B.A. from New York University, The Leonard N. Stern School of Business and a B.S. in business administration from the University at Albany, the State University of New York.

Lisa Pelikan joined Edward Jones in May 2007 and is responsible for marketing, training and product partner relationships for the firm’s Managed Account Program and Edward Jones Advisory Solutions™. She was named a principal in 2009.

Pelikan has spent more than 20 years in the financial services field, beginning as a registered representative at Kidder, Peabody and Co. She then spent 18 years in the home office of A.G. Edwards & Sons Inc., managing the firm’s fixed income and managed money marketing areas and also co-chairing the firm’s Regional and National Sales Conferences for its financial advisors. Most recently, she was the director of sales management for a regional trust company.

Pelikan received her bachelor’s degree from Denison University in Granville, Ohio, and received a Juris Doctor from Saint Louis University.

Pelikan is currently a member of the Board of Trustees for the St.􀀁Charles City-County Library District and is a member of the Missouri Bar Association.

Michael began his career in 1985 as a credit analyst for Central Fidelity Bank, and ultimately rose to become the bank’s Mortgage Backed Securities Portfolio Manager. He moved to New York in 1991, serving as MBS Portfolio Manager for Alliance Capital Management and returned to Richmond to join Ryland Capital Management, a start-up money manager that was soon acquired by Wheat First Butcher Singer. Both before and after the acquisition, Michael served as Director of Fixed Income Research and, in that capacity, managed portfolios and developed proprietary analytical software. Michael became Chief Fixed Income Officer for Mentor in 1996, and was made Co-Head of Fixed Income when Mentor was merged into Evergreen Investment Management.

Michael was named Chief Investment Officer for Wachovia Securities in 2002. In this capacity, he led all aspects of advice at the firm, including asset allocation, tactical strategy and portfolio implementation, and was responsible for the management of over $75B in discretionary portfolio assets. Michael earned a BA in Economics from the College of William and Mary and an MBA from the Wharton School at the University of Pennsylvania. He received his CFA designation in 1990.

Michael J. Woods has almost two decades of experience covering the US investment market, most recently as the former Head of the Financial Intermediaries and Investments Group at Evergreen Investments. He also was CEO of XTF Global Asset Management, a New York-based quantitative exchange traded funds (ETF) asset manager and spent more than six years as US Head of Sub-Advisory and IO Business at Citigroup Asset Management

BA in Business from Taylor University

R. Scott Quade is a Manager for Ineum Consulting New York with a specialization in wealth management and managed accounts. He has participated in projects related to Portfolio Management and Accounting, Operations, Investment Performance Measurement for prominent clients including Fidelity, Merrill Lynch, Citi Private Bank, Citi-Smith Barney, and Janus. His skills in system implementation, project management and business process re-engineering have had a decisive influence on the success of these projects.

Prior to working with Ineum Consulting, Scott has worked in consulting both as an independent and with Citisoft/Satyam. Scott has also worked at CheckFree Investment Services (formerly Security APL), Sungard, and Equitable Capital.

Scott received his Bachelor of Arts from Eisenhower College and his Masters in Business Administration from the Tobin School of Business at St. John’s University.

Randy Bullard co-founded Placemark and leads the firm's business development, public relations and marketing initiatives. Prior to founding Placemark in 1999, Mr. Bullard had over 12 years of experience in management consulting and information technology strategy/development. Most recently, he served as a Principal in the Strategic IT Practice of A.T. Kearney and head of the firm's e-business and internet consulting practice, where he advised companies regarding general strategy and information technology. Mr. Bullard's consulting career focused on clients in the financial services industries including Citigroup and Goldman Sachs. Before A.T. Kearney, Mr. Bullard was an independent consultant, leading many large-scale re-engineering and IT implementation projects. In 1993 he founded BSI, a software company developing distribution planning systems for consumer products manufacturers. He holds a BS in Computer Science from the University ofTexas.

Redi2 Technologies CEO and Co-founder Seth Johnson brings more than a decade of experience delivering fee billing and revenue management solutions to financial organizations around the world. Overseeing the strategic development of the firm, Johnson has been instrumental in driving double-digit year-over-year revenue growth since joining Redi2.

After graduating cum laude from the University of Utah with honors in finance, Johnson joined a software company that developed and successfully implemented Revenue Manager for one of the world’s largest institutional investment managers. At that time, Johnson held positions ranging from application support and account management to finance and business development.

In 2002, Johnson and Redi2 Chief Operating Officer Fermin Garcia successfully negotiated the purchase of the Revenue Manager intellectual property and client contracts to form Redi2 Technologies. Since then, independently-owned and operated Redi2 has emerged as a profitable and leading provider of fee billing and revenue management solutions to the global financial services industry.

Johnson is co-chair of the MMI (Money Management Institute) Billing Standards Subcommittee. He has spoken at numerous industry events and contributed to several publications on the use of technology to enhance the investment fee billing process, Securities Industry News, Wall Street & Technology, Operations Management, Money Management Executive, Investor Services Journal and Global Custody Review.

Jennifer L. Klass is a partner in Morgan Lewis’s Investment Management and Securities Industry Practice. Ms. Klass advises investment managers and broker-dealers on a broad range of regulatory matters.

Ms. Klass has counseled compliance and business personnel on legal and regulatory matters associated with high0net0worth brokerage and asset management business, including SEC examinations and self-regulatory organization sweeps; wrap fee and other separately managed account programs; electronic delivery and online brokerage services private banking new products account opening and the application of broker-dealer and investment adviser registration to non-U.S. affiliates.

Prior to joining Morgan Lewis, Ms. Klass was vice president and associate general counsel at Goldman, Sachs & Co., where she advised the private wealth management and asset management business. She previously served as an Investment Management associate in the Washington, D.C. office of Morgan Lewis.

Ms. Klass receive her J.D. from Widener University School of Law in 1997 and her B.A. from Lehigh University in 1992.

Mrs. Klass is admitted to practice in New York, the District of Columbia, and Pennsylvania.

Tracy Gallman is Senior Vice President of Investment Platform and Product Development at LPL Financial the nation’s leading independent brokerage firm with more than 16,000 financial advisors based in 7,000 branch offices nationwide. With over 18 years of platform development, operations, sales and marketing experience in the financial industry, Ms. Gallman joined LPL in 2001 and leads the product and platform development and management for brokerage products and LPL’s suite of fee-based asset management platforms. Tracy and her team are responsible for developing innovative platforms and creating access to investment solutions utilized by LPL advisors, RIAs, and outsourcing clients.

Prior to joining LPL Ms. Gallman was a Wealth Management Consultant at RBC Dain Rauscher, where she worked with advisors in developing custom investment solutions for their clients. She began her career in the financial industry at Nicholas Applegate Capital Management, where she was responsible for product development, management, and consulting with high net worth clients, endowments and foundations on institutional money management services.

An active member of the Investment Management Consultant Association and the Money Management Institute, Ms. Gallman holds Series 6, 7 and 65 licenses. She received a BA in History and Political Science from Point Loma Nazarene University.

Vinny joined HSBC in July of 2006 as the Product Manager, SMA/UMA for HSBC Investments, (USA) Inc. Prior to joining HSBC, Vinny was a subject matter expert for Navigant Consulting, Inc. (NCI-NYSE) in its Financial Services Practice. Within the past year he provided expertise on several Navigant projects including an evaluation of the regulatory and compliance risk for a major Investment Management Firm, writing a compliance manual for a Managed Account Investment Management Firm and co-authoring a white paper on “What Gramm Leach Bliley Means to Managed Account Participants”.

He has been a strong proponent of data communication standards and technology solutions in the Managed Account Industry. He was the Chairman of the Money Management Institute’s sub-committee on Data Communication Standards and a Senior Adviser to the MMI’s Board of Governors for Technology and Operations.

Vinny has over 30 years of experience in the Financial Services sector. His experience includes management positions in broker dealers and major investment management firms. Prior to joining Navigant, Vinny was the Chief Operating Officer of Furman Selz Capital Management LLC. He was responsible for the Operations, Finance, Compliance and Systems units within the firm. Vinny successfully leveraged the portfolio manager resources of the firm to provide investment management services to mutual funds, hedge funds, institutional accounts and high net worth private clients in similar investment styles.

He graduated from Fordham University, Magna cum Laude, and received a BA in Economics.

Walter Hartford is a Vice President and Business Development Officer in MFS® Investment Management's (MFS®) Private Portfolio Management (PPM) Group, the firm's retail separate account business. He has been in this role since 2007 and his responsibilities include product strategy, pricing and leading strategic initiatives for PPM. He also coordinates adding PPM products to new and existing sponsor platforms and acts as a liaison to the investment teams.

Walter joined MFS in 2000 as a senior financial systems analyst and later served as a senior product and analytics manager from 2005 to 2007. Prior to joining MFS, he served as a project systems manager for Generation Ventures Associates for five years and spent four years at Continental Resources, Inc., as a general accounting supervisor. He began his career in the financial services industry in 1987 with Fidelity Investments.

He holds a Bachelor's degree in business from the University of Massachusetts–Amherst. Walter is an affiliate member of the CFA Institute and the Boston Security Analyst Society and is currently a CFA level III candidate.