Ari Fuad, CFA
Ari is the president and founder of Adeptyx. He has more than twenty years of management and financial systems project and operational experience. His background includes strategic business and technology planning, portfolio management and trading systems implementation, operational design and redesign, and compliance and risk management. He is particularly effective at tackling complex, unstructured problems in these areas. He has managed large and complex multi-year projects leading more than twenty team members in the delivery of technology and operational solutions to multi-national organizations with hundreds of business users.
Specializations: Investment System Strategies, Business Process Improvement, Program Management, Trade Order Management, Compliance, Reporting, Implementations.
Runar brings 14 years of best practices and systems experience to his investment management consulting engagements. He is an accomplished and tested consultant with skills in project management, operational design, and system selection, implementation, and integration. Runar has led the implementation of fixed income and equity trading systems and has served as team lead on system implementations for risk management, data warehouse, compliance, and portfolio management and accounting. He is highly organized, detail oriented, and hands-on, and has a record of skillfully leading complex projects through to completion.
Specializations: Complex CRD implementations, Investment Operations, Business Process Improvement, Testing, Project Management
Sal has over 24 years of experience in the investment management and global banking industry. He has proven talents in all facets of project management and business analysis execution, from requirements definition through solution design and development. He is adept at analyzing business processes and technical requirements, cross-functional initiatives, interfacing with priority customers, and leading teams to implement enterprise solutions that adapt readily to emerging business requirements and opportunities. Sal has deep technical exposure to a wide range of applications including Charles River, Bloomberg POMS, Advent Moxy® and APX, Eagle STAR, PAM, SimCorp Dimension, PORTIA, Eagle PACE Performance and Warehouse, SS&C Sylvan™, FXall, FX Connect, CheckFree Recon, SmartStream Recon, and others.
Specializations: Investment Accounting, Project Management, Investment Operations, Reconciliation, Implementations
David is a highly accomplished consultant with domestic and international experience in operations, technology development, acquisitions and strategic planning with both startup and growth organizations. He is a results-oriented, decisive leader, with proven success in strategic thinking and problem solving. Key accomplishments include creation, design, implementation, and training of a repurchase agreement trading system and implementation of a Charles River Investment Management System. David has excellent knowledge of CRD Compliance.
Specializations: Operations Management, Systems & Operations Re-Engineering, Change Management
Jon is a successful Senior IT executive with extensive experience in maximizing the business value of Information Technology solutions through the alignment of IT vision and strategy with corporate objectives. He is an innovator with a proven ability to restructure IT to meet changes in technology organizations and financial markets. His strong track record includes implementing high impact technology solutions while reducing technology spend year-over-year. He is a proven motivator who wins the trust and confidence of diverse stakeholders by creating innovative solutions. Jon has experience in the full lifecycle of projects from requirements definition through implementation to system support. He brings more than 20 years of experience in the Financial services industry at companies including Nuveen Investments, Man Financial and Calyon. Jon has an MBA from the University of Chicago’s School of Business and a BA in Economics from Northwestern University.
Specializations: System Evaluation and Selections, Requirements Definition, Process Improvement, Investment System Strategy, Implementations, Testing, Investment Risk Systems, Program Management, Agile Development, Enterprise Data Management and Reporting, Performance Measurement and Attribution, Investment Compliance, and Strategic Planning
Mark brings 26 years of technology experience and 18 years of Financial Services experience to Adeptyx. He’s a senior technology consultant with proven track record of managing many large, complex and high-value client engagements. His strengths are in Trading Systems, Trade and Financial Accounting Systems, Project Management, Change Management, Vendor Management and Agile\Lean Transformation. Mark holds a M.S from DePaul University and a B.S. from the University of Illinois.
Specializations: Order Management, Reporting Systems, Market Data, Portfolio, Program and Project Management, Change and Release Management, Infrastructure Management, Merger and Acquisition Consolidation, Vendor and Contract Management, Agile\Lean Transformation and Coaching, Business Intelligence and Data Management, Business Continuity and Disaster Recovery Planning and trading platforms.