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back-office trade processing systems; broker workstations; analytical trading tools; infrastructure development tools; and foreign and emerging market technologies. He has written extensively on the changing market structure, exchanges and regulatory issues and business continuity as well as new technology trends in cost management, risk management, order management, best execution, algorithmic trading, dark pools, multi- and cross-asset trading, liquidity management, FIX, STP, connectivity, custody and advances in emerging technologies.
Before founding TABB Group, he was vice president of TowerGroup’s Securities & Investments practice where he managed research across the capital markets, investment management, retail brokerage and wealth management segments. As the founding member of TowerGroup’s securities and investments business, he was instrumental in growing the business into a global brand representing over 150 research clients around the world.
Quoted extensively and in virtually all industry and general news publications, he has been cited in The Wall Street Journal, Financial Times, Associated Press, The New York Times, CNN, Bloomberg, CNBC, Reuters, Dow Jones News, Barron’s, Forbes, Business Week, Financial News, Wall Street & Technology, Securities Industry News, Waters, Global Investment Technology, Computerworld, eWEEK, American Banker, The Banker, Lipper HedgeWorld, Hedge Fund Review and Wall Street Letter. He continues to be a featured speaker at major industry and business conferences throughout the US, Europe, Asia and Canada.
He currently writes monthly columns discussing business and technology issues germane to the global securities industry as a contributing editor for Wall Street & Technology and Advanced Trading magazines.
From 1997 to 2001, he was the author of benchmark industry technology surveys co-sponsored by TowerGroup and the Securities Industry Association (published biennially): Technology Trends in the Securities Industry: Investing in Tomorrow's Infrastructure, 2001 and Technology Trends in the Securities Industry: Transition to an Online World, 1999; and co-authored the 1997 Technology Trends in the Securities Industry: Spending, Strategies, Challenges & Change – all in-depth analyses of technology trends and spending within the securities industry that were widely distributed and quoted.
Prior to joining TowerGroup, he managed business analysis for Lehman Brothers’ Trading Services Division and was responsible for overseeing the specification, testing and implementation of dozens of major systems during his tenure. He was also in charge of capital markets technology planning at Lehman Brothers where he developed one- and three-year technology plans from 1988 through 1992.
He began his career managing various operations for the North American Investment Bank of Citibank, where he managed front office trading and finance operations, various back-office money market operations and, for US Treasury debt, proprietary trading clearance and settlement operations.
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