Conference Speakers

Partial list in alphabetical order by first name. Subject to change.

Alun Cutler, Director, EMEA Product Management, Charles River DevelopmentAlun Cutler, Director, EMEA Product Management
Alun supports sales efforts by identifying product enhancements, 3rd party solutions, and marketing campaigns. Previously, Alun was a senior business consultant for Charles River, responsible for meeting EMEA client requirements and assisting implementation consultants with workflow design and integration needs. Prior to joining Charles River, Alun held a variety of sales and consultant positions at Misys and SunGard Data Systems, served as a fund administrator for Morgan Grenfell Asset Management, and was a derivatives trader at the Nippon Credit Bank.

Brad Haigis, Director, Data Services, Charles River DevelopmentBrad Haigis, Director, Data Services
Brad Haigis drives the product management, marketing, strategy, portfolio management, and content licensing and management of the Charles River Data Service. Prior to joining Charles River, Brad held product management positions at OneSource, Open Market, and Platinum Technology. Brad holds an MBA in Marketing Strategy from the University of Michigan and a BS, Computer Science from Union College.

Cem Er, Director, Product Management, Charles River DevelopmentCem Er, Director, Product Management
Cem leads Charles River’s private wealth product management team and provides direction and thought leadership for wealth management-related functionality, including modeling and optimization. Cem has been with Charles River for over 11 years and is involved in many parts of Charles River IMS, including the portfolio management and FX trading areas. Before joining Charles River, Cem was a Head Trader and Portfolio Manager at Cobblestone Capital Advisors. Cem holds an MBA in Finance and Statistics from Rochester Institute of Technology and is a CFA charterholder.

Chang Suh, Senior Product Manager, Charles River DevelopmentChang Suh, Senior Product Manager
Chang manages the Investment Book of Record solution in Charles River IMS, including position/tax lot management, corporate action processing, reconciliation, position valuation, and P&L analysis. Prior to joining Charles River, Chang served in product management at Oracle and managed web services for Constant Contact. Chang holds an MBA from the F.W. Olin Graduate School of Business at Babson College, an MS in Information Science from Carnegie Mellon University, and a BS in Computer Science from Massachusetts Institute of Technology.

Ed Fitzpatrick, Vice President, SaaS Operations, Charles River DevelopmentEd Fitzpatrick, Vice President, SaaS Operations
Ed is responsible for the creation, development, delivery, management, and support of multiple global Software as a Service (SaaS) solutions for Charles River IMS. Prior to joining Charles River, Ed was Senior Vice President of Technology Services at Harte-Hanks and Vice President of Technology Services at Wheelhouse Corporation. Ed holds a BA in Economics and Computers from Tufts University and an MBA with a concentration in Computer Information Systems from Bentley University.

Gavin Lavelle, Managing Director, EMEA, Charles River DevelopmentGavin Lavelle, Managing Director, EMEA
Gavin Lavelle oversees the firm’s Europe Middle East and Africa (EMEA) region. Previously, he was CEO of Brady PLC. Before that, Gavin held senior executive positions at SunGard within their Risk Management division and at RioFin. Gavin graduated from the University of Southampton and holds a BSC in Math and Computer Science.

 

Gavin Lavelle, Managing Director, EMEA, Charles River DevelopmentGavin Lavelle, Managing Director, EMEA
Gavin Lavelle oversees the firm’s Europe Middle East and Africa (EMEA) region. Previously, he was CEO of Brady PLC. Before that, Gavin held senior executive positions at SunGard within their Risk Management division and at RioFin. Gavin graduated from the University of Southampton and holds a BSC in Math and Computer Science.

Jay Hinton, Senior Product Manager, Charles River DevelopmentJay Hinton, Senior Product Manager, Charles River Development
Jay covers Equity Trading, and is responsible for multi-asset core order management, equity trading, EMS, exchange traded derivatives, FX trading, and cash management workflows within the Charles River IMS. Jay has been with Charles River for over five years and has held leadership positions for financial services firms and technology vendors in product, integrations, client support, and trading roles. Jay holds an MBA in Strategy and Finance from the Drucker School at Claremont Graduate University.

Jon Evans, Director, Client Services EMEA, Charles River DevelopmentJon Evans, Director, Client Services EMEA
Jon is responsible for software and services in buy side and wealth management within Charles River EMEA. Prior to joining Charles River, Jon was a lead consultant at Misys and was the Chief Technology officer for Monis, a SunGard business unit. Before that, he spent over ten years in the consultancy industry. Jon holds an MSc in Computing (Artificial Intelligence) from the University of Kent, and a BSc in Cognitive Psychology from the University of Stirling.

Karl Kutschke, Senior Director, Product Management, Charles River DevelopmentKarl Kutschke, Senior Director, Product Management
Karl is responsible for product strategy for the OTC derivatives trading, compliance, post-trade, SWIFT, IBOR, and collateral management offerings at Charles River. He has also overseen fixed income trading, analytics, scenario analysis, PMA, and risk initiatives for the company. Karl has over 15 years of experience delivering global software projects and products. Prior to joining Charles River, Karl managed strategic data and evaluation services projects for Interactive Data Corporation. He holds a BS in Computer Science from Worcester Polytechnic Institute.

Katya Taycher, Director, Product Management, Charles River DevelopmentKatya Taycher, Director, Product Management
Katya is responsible for leading multiple products at Charles River from conception to production, including ex-ante and ex-post risk, scenario analysis, analytics for derivatives and fixed income, and money markets. Katya has over 15 years of experience in the buy side of financial services, specializing in financial risk modeling, analytics, derivatives, and fixed income securities. Prior to joining Charles River, Katya served in various product manager roles at Wellington Management, Evare, NerveWire, Merrill Lynch, and D.E. Shaw. Katya is a certified Financial Risk Manager (FRM), and holds an MBA in Finance from The Wharton School at the University of Pennsylvania.

Steven Milanowycz, Director, Product Management, Charles River DevelopmentSteven Milanowycz, Director, Product Management
Steven drives the development of Portfolio Management applications for Charles River. Previously as a sales engineer at Charles River, he led pre-sales efforts, leveraging extensive knowledge of business drivers and the relationship to product design requirements. Prior to joining Charles River, Steven was a business analyst at DST International and an investment consultant at UBS PaineWebber. Steven holds a BS in Finance from Lehigh University.

Tom Driscoll, Managing Director, Global, Charles River DevelopmentTom Driscoll, Managing Director, Global
Tom oversees global sales, marketing, and business development as well as EMEA and Asia Pacific operations at Charles River. Tom joined the firm in 1994 and has helped grow its global organization and client base. Tom previously served as CFO for a private equity firm, and managed sales, marketing, and client services for Greystone Technology. Tom holds a BS in Electrical Engineering from Worcester Polytechnic Institute and an MS in Computer Engineering from Northeastern University.

Vidya Guruju, Senior Product Manager, CFA, Charles River DevelopmentVidya Guruju, Senior Product Manager, CFA
Vidya is responsible for managing and enhancing Charles River’s Fixed Income Trading functionality, and prioritizes the product enhancement roadmap by tracking industry developments and gathering feedback from clients. Prior to joining Charles River, Vidya was Director of Product Management at SunGard and Director of Professional Services at Cortera. Vidya has an MBA with a concentration in finance from Babson College, a Bachelor of Engineering in Computer Science, and is a CFA charterholder.

CONTACT US:

Email the Conference Managers
Phone +44 (0)20 7397 6800

Or speak to your Client Manager

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“The conference was well managed, well organised and most of all interesting. As a new customer, this conference confirmed that we had made the right decision in choosing Charles River.”

 

What Clients Are Saying

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What Clients Are Saying

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What Clients Are Saying

“The conference exceeded my expectations by far, and feels very valuable to our organisation. I left the event feeling that this trip was well spent time.”

 

What Clients Are Saying

““Thank you for the well organised conference. It was a good opportunity to catch up with other Charles River clients, our Charles River contacts and learn more about the latest developments.”

 

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