Advisory Board

Advisory Board


 

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Alex Golbin

Managing Director, Global Head of Data Services

BLACKROCK

Alex Golbin, CFA, Managing Director, is the Global Head of BlackRock Data Services (BDS). This group provides centralized data support for the Firm, serving the dual mission of supporting BlackRock and BlackRock Solutions (BRS) clients through overseeing Reference Data and Pricing, Portfolio and Benchmark data and analytics, as well as Risk, Analytics and Performance Reporting. BDS teams also manage Client Data, Invoicing and Reporting for Retail and Institutional businesses. BlackRock Data Services ensure comprehensive Quality Assurance and timely delivery of all information relevant to clients and investment professionals, while running a scalable operational process on over $17T of BlackRock and BRS assets. Mr. Golbin is a member of Global Operating Committee.

Prior to joining BlackRock in 2005, Mr. Golbin was a Principal in Banc of America Securities' Fixed Income Credit Strategy group. Previously, he was a Senior Vice President at Lehman Brothers Fixed Income Research department. Mr. Golbin joined Lehman Brothers in 1994, and became responsible for producing Global Family of Fixed Income Indices. Previously, Mr. Golbin spent three years as a systems analyst with Siemens Corporation.

Mr. Golbin earned a MS degree in computer science from Hofstra University in 1996.

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Alla Whitston

EVP, Chief Technology Officer

CIT

Alla Whitston is the SVP, Chief Technology Officer for CIT Group Inc., a leading national bank focused on empowering businesses and personal savers. In this role, Whitston leads the technology planning and development for enterprise functions and all lines of business. Whitston joined CIT in October 2018 from Bank of America where she was most recently the managing director and chief technology officer for enterprise functions. Previously, she also led end-user technology services and wholesale banking technology infrastructure. Prior to joining Bank of America, Whitston served as the managing director in the Investment Banking division at JP Morgan and was responsible for application and infrastructure management. She also held key technology positions at Bear Stearns, Goldman Sachs and Bankers Trust. She holds a master’s degree in computer science from Georgia Technical University.

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Apurva Mehta

CTO, Head of Architecture

UBS WEALTH MANAGEMENT AMERICAS

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Sareena Dalla

Global Innovation and Strategy

VANGUARD

Sareena currently oversees Vanguard’s portfolio of next generation products, services and emerging offers developed out of its Innovation lab. There, she has built and lead interdisciplinary and matrix teams of product owners, designers, developers, data scientists, marketers, business SMEs, and go-to-market strategists through the entire product innovation lifecycle: research and discovery, design and experimentation, proof of concept iteration through to product delivery.

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William (Bill) Murphy

SMD, Chief Technology Officer, Head of Blackstone Innovations

THE BLACKSTONE GROUP

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Suvrat Bansal

Head of Innovation and Chief Data Officer

UBS ASSET MANAGEMENT

Suvrat currently serves as the Chief Data Officer and Head of Innovation for UBS Asset Management. In this role, he drives the data strategy, analytics strategy, data governance and innovation strategy for the division. Prior to UBS, Suvrat has played data leadership roles at Credit Suisse and Morgan Stanley. Suvrat has an MBA from Columbia University and did his undergraduate studies in Electronics Engineering from National Institute of Technology in India.

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Vijay Kasarabada

Managing Director and Global Head of Technology

LAZARD ASSET MANAGEMENT

Vijay Kasarabada is the Global Head of Technology for Lazard Asset Management. He began working in the investment field in 2000. Prior to joining Lazard in 2017, Vijay was a Managing Director within BlackRock's Aladdin product group helping build several aspects of their technology to support the wider investment management process from Front through Middle through the Back Office. Prior to that Vijay worked at large institutions such as Merrill Lynch, Citigroup and Goldman Sachs (where he started his technology career on Wall Street), helping architect solutions in the Capital Markets Sales and Trading domain, along with a core expertise in the Investment Management domain. Vijay’s responsibilities focus on all aspects of technology that support Lazard Asset Management’s global business operations. Vijay has an MBA in Finance and Business Strategy from Rutgers and a B.S. in Computer Science from Rohilkhand University.

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Laura Hamilton

Managing Director

BANK OF AMERICA MERRILL LYNCH

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Jean-Pascal Chauvet

CTO of Global Transaction Banking

DEUTSCHE BANK

JP Chauvet is CTO of Global Transaction Banking at Deutsche Bank, based in New York. In this role, JP drives the technology strategy and architecture governance across the main businesses that form the Deutsche Bank GTB franchise: Cash Management, Trade Finance, Securities Services and Trust & Agency Services.

Previously, JP held various roles in New York and Tokyo at Deutsche Bank, Credit Suisse and Lehman Brothers, including Chief Architect of Equities, Head of Equities Production Services, and Head of Equities Trading System Development. JP holds a Master of Science in Electronics from ESIEE (Paris, France) and an Advanced Degree in Japanese Linguistics from Hiroo Japanese Center (Tokyo, Japan).

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Ruth MacQuiddy

Technology Strategist, New York Lab - Global Innovation

DEUTSCHE BANK

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Keith Lubell

Chief Technology Officer

BERKERY NOYES

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Sri Malladi

Director, Data and Statistics Group

FEDERAL RESERVE BANK OF NEW YORK

Sri Malladi is a Director at the Federal Reserve Bank of New York, in the Data and Statistics Group. Sri's expertise is to help organizations grow and manage change, while leveraging technology as a key enabler.

Most recently, at the NY Fed, Sri has helped the organization to increase capacity, reduce risk and improve data quality. He established KPIs to improve operations and data quality, and his team is leveraging automation to reduce manual effort, improve engagement with financial institutions, and decrease operational risk.

Prior to that, Sri has spent several years as an investment banker at Bank of America Merrill Lynch and Macquarie Capital advising Fortune 500 and private companies on M&A and capital raising transactions. At Hertz he helped the company grow and optimize its U.S. footprint through franchising and acquisitions. Sri also led innovation and product development at Microsoft, to improve customer satisfaction for its Windows users. Sri has an MBA from the University of Chicago Booth School of Business, and a Computer Engineering Masters degree from the University of Cincinnati.

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Thomas Mavroudis

US Head of Data Governance, Quality & Training

SCOTIABANK

Thomas Mavroudis is an accomplished Data Management and IT professional with over 20 years of management experience. He is considered a thought leader in the Data Management space and has built the Global Data Quality practices at two of the largest financial institutions. His experience spans managing bank consolidations and conversions, global IT transformation and Innovation initiatives, as well as standing up Centers of Excellence around Data management, Operations and Technology services.

He spearheaded the Basel II Data Quality reporting to the Board of Directors as well as developed targeted Corporate KPI's which were used to manage the Liquidity and Capital Ratio of the firm. He also built the global Big Data Shared service supporting advanced analytics to effect expense reduction and revenue growth.

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Dessa Glasser

Board Member

OPPENHEIMER HOLDINGS

Dessa advises clients in the areas of data, analytics and risk. She has a 25-year proven track record successfully designing and executing global innovative solutions, often influencing a Board or Operating Committee. She built the Chief Data Office for JPMorgan Chase Asset Management, serving as the first CDO, and initiated the Capital Stress Testing Analytics team for JPMorgan Chase. She was Deputy Director of the Office of Financial Research (US Treasury), responsible for data, international standards (including the Legal Entity Identifier, LEI), analytics and technology and building the Office. As the first CRO, she launched the Chief Risk Office for Bunge. Dessa has held senior positions at Credit Suisse, Merrill Lynch, IBM and KPMG. She began her career teaching finance at Rutgers University. Dessa has a Ph. D. and MA in Economics from Fordham University and serves on the advisory Board of the Graduate School of Arts and Sciences. She has a BS in Business from Fairleigh Dickinson University and was co-president of the Women's Bond Club of NY.

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Colleen Coda

Managing Director

THE BLACKSTONE GROUP

Colleen Coda is a Managing Director in the Blackstone Innovations and Infrastructure group and is based in New York. Ms. Coda has been involved driving various projects and initiatives across the entire Innovations and Infrastructure group including the strategy and execution of the Center of Excellence in India. Prior to joining Blackstone in 2011, Ms. Coda worked at Capital IQ, a division of Standard & Poor's for 11 years where she was Chief of Staff overseeing all aspects of Product Development and Engineering. She received a BS in Computer Science from Sacred Heart University.