President and Managing Director

Leading with passion and authenticity, Mike brings over 20 years of experience driving strategic and transformational change across the capital markets industry. His expertise spans operating model design, digital & data strategy, business process redesign, technology selection & implementation, and innovation integration.

He has led major transformation and AI-strategy initiatives for asset & wealth managers, private markets firms, banks, fund administrators, and asset owners—helping organizations translate innovation into tangible business value across the front, middle, and back offices.

Mike is one of the founders of BeaconAP. Before launching the firm, he served as the Global GenAI Lead for the Capital Markets practice at Accenture, where he spent 10 years. Prior to that, he was with Beacon Consulting Group and Federated Investors.

Managing Director

Frank has extensive experience in delivering meaningful change to asset management clients by transforming their back and middle office operations. He specializes in assessing and redefining operating models to enhance efficiency, transparency, and scalability. Through in-depth technology assessments, Frank helps firms identify and implement cutting-edge solutions that optimize workflows, reduce operational risks, and improve overall performance. His expertise enables asset managers to streamline processes, integrate innovative tools, and stay ahead in an increasingly complex financial landscape.

Frank works closely with asset managers to develop revised operating models that enhance operational capabilities. He evaluates existing frameworks, identifies inefficiencies, and designs tailored strategies to drive improvement. By aligning technology with business objectives, he ensures seamless transitions to enhanced systems that support growth and regulatory compliance. Frank's ability to bridge the gap between strategy and execution empowers clients to navigate industry challenges with confidence while achieving long-term operational excellence.

Managing Director

Gerry Healy is a high-impact financial services leader with a proven track record of transforming asset management operations to drive scalable growth and operational efficiency. As a trusted advisor to C-suite executives, he specializes in resolving complex business challenges and translating strategic objectives into actionable plans. With deep expertise in operating model development, program management, and service provider oversight, Gerry has led large-scale transformation initiatives for North American asset managers. His ability to refine operational strategies and implement innovative technology solutions has helped clients enhance their middle and back-office functions, improving efficiency and long-term performance.

A recognized thought leader in the industry, Gerry has played a pivotal role in shaping best practices through speaking engagements, industry publications,  Gerry fosters collaboration among stakeholders, service providers, and technology partners to deliver impactful solutions. His leadership in transformation and change management continues to set new benchmarks for operational excellence in the financial services sector.

Managing Director

A seasoned Securities Operations and Asset Servicing Executive with 35+ years of leadership in global financial institutions. Dominic brings deep expertise in fund administration, asset servicing, governance, and fiduciary oversight, having led complex global businesses, strategic initiatives, and regulatory engagements.

As the former Global Head of Fund Services at Citi, Dominic managed operations across 24 global domiciles, servicing mutual funds, private equity, private debt, infrastructure, ETFs, and institutional investors. Prior to that, Dominic held senior leadership roles at BNY Mellon, leading transformational programs, regulatory initiatives, and large-scale M&A integrations—including overseeing custody and valuation services for the U.S. Treasury’s $700B TARP program.

Dominic now offers board directorship and advisory services to asset managers, asset owners, and service providers, helping organizations optimize governance, risk oversight, and operational efficiency.

Managing Director

Dave is a seasoned financial executive with over 35 years of extensive experience across all facets of financial services, including product management, trading, sales, client service, capital optimization, and business development. Broad experience in asset management, financing, real estate investing, financial planning, and venture capital.

As the former Global Head of Securities Finance at Citi, Dave managed over $1.3 billion in global revenue from securities lending activities, successfully cultivating and retaining a premier client base that included some of the largest Sovereign Wealth Funds, Public Pension Funds, and Asset Managers.
Prior to his role at Citi, Dave established three startup securities lending programs and was a key member of the team that created the largest third-party lending/non-custody lending program at Dresdner Bank.

Managing Director

Jim is a senior financial-services executive with over three decades of experience driving revenue growth, strengthening client relationships, and leading high-performing teams. He has a strong track record across securities services and financial operations, known for winning major mandates, managing complex institutions, and guiding organizations through transformative change.

His expertise includes business development, sales strategy, client relationship management, and operational leadership. Jim has secured multimillion-dollar mandates— including securities-lending programs with more than $1.75 trillion in lendable assets and custody/fund-administration relationships exceeding $1 trillion in AUC. He has also led a 350-person custody and fund-accounting team consistently recognized for accuracy, productivity, audit performance, and client satisfaction.

Jim is also an active contributor to industry associations and charitable initiatives, earning recognition for his leadership and service to the financial-services community.

Founder and CEO of OnCorps

Bob is the founder and CEO of OnCorps. OnCorps AI provides advanced AI solutions to the financial services industry where their systems have substantially reduced manual work, errors, and risk. Their mission is to elevate work and performance by applying AI to handle predictable and laborious calculations, decisions, and tasks. He has published artificial intelligence and behavioral economics articles in Harvard Business Review and the Financial Times. Prior to OnCorps, Bob was the chief technology strategist at Accenture and chief strategy officer for the firm's technology division. He was named by Consulting Magazine to the Top 25 Consultants list. Bob was also a group president of Perot Systems, where he helped take the company public. Bob received his master's (concentration in economics and quantitative analysis) from Harvard University's Kennedy School, where he was class advisor and research assistant to the 2005 Nobel Laureate in economics. He received his bachelor's from the University of Southern California.

CEO of Infused Innovations

Jeff is the Founder and CEO of Infused Innovations which provides bespoke consulting services to clients with a focus on aligning organizations' strategic objectives with delivery models at the intersections of cloud architecture, data & analytics, cybersecurity, and innovation. He has over 25 years of experience advising, collaborating, and supporting clients across a multitude of business and technology practice areas from Fortune 500, SMBs, startups, nonprofits, government agencies, and educational institutions. He has been honored with multiple accolades including Providence Business News C-suite award for CTO in a SME, PBN 40 Under Forty recipient, recipient of the Tech10 award, etc. He serves on multiple boards and committees including Chairman & Expert Member of the North Kingstown Information Technology Advisory Committee, Leadership Rhode Island alumni (Iota II), member of the Board of Advisors of the URI Launch Lab, and a RIHub VMS mentor among others. 

Senior Vice President & Head of Fintech Engagement at Morningstar

Lawrence is Senior Vice President & Head of Fintech Engagement at Morningstar. He leads Morningstar’s global fintech outreach and partnership initiatives and strengthen the firm’s leadership role with world-class emerging digital finance companies and organizations fostering innovation in software, data management, business intelligence and user experience in the financial services sector. Lawrence also serves as an advisor to the Fubon Center for Innovation - NYU Stern School of Business, and as a mentor with the Endless Frontier Lab. He was a director of the DePaul University iD Innovation Lab, and serves as Co-President of the US Advisory Council for the Université de Montréal.  Lawrence has a track record of leading emerging growth companies to successful exits including RightPond (acquired by Morningstar). He was a co-founder of yellowpages.com (acquired by AT&T), and director of CLRS Technologies (acquired by Solta Medical / Valliant) and Fluo Labs (SXSW Innovation Award – Best-in-Class in Health, Med and BioTech).

Founder of DataDay Consulting

Gary is the Founder of DataDay Consulting where they specialize in delivering seamless software implementations and cutting-edge data solutions for the investment management industry. Their expertise spans front, middle, and back-office solutions, ensuring firms can optimize their technology stack and unlock the full potential of their data. Prior to founding DataDay Consulting, Gary was part of the management consulting team at Citisoft where he led multiple large-scale transformational initiatives across the capital markets industry. His experience spans system selection, implementation, integration, as well as deep expertise on scaling data management solutions. Gary has been a long-term partner of capital markets helping the industry navigate the complex technology and data landscape. Gary is also a CFA charterholder. 

North America Managing Director at InvestSuite

Dave is a senior executive with 25+ years of experience in sales and marketing across the financial services industry. He is currently a Managing Director at InvestSuite, where he helps financial institutions accelerate their digital wealth transformation and enhance the investor engagement experience. This includes helping clients extend their product range quickly and achieve a cost-effective path to increased profitability. InvestSuite is a place where bankers, creative designers, imagineers, computer scientists, and behavioral scientists work together to create user experiences that open up new markets and drive commercial success for clients. Dave has deep experience across the financial advisory and wholesaling functions, having spent most of his career in these areas and launching his career as an advisor himself. Prior to InvestSuite, Dave held roles with firms including TIFIN, Advintro, SmartAsset, and Bank of America Merrill Lynch, among others. He is a strategic advisor and thought leader across the FinTech and innovation ecosystem in New England.

Asset Management & Insurance Market Lead at Clarendon Partners

With more than 25 years of experience advising asset managers, banking organizations, service providers and government entities, Mike specialize in providing solutions that help clients optimize their operations and technology environments. He focuses on solutions that enhance the capabilities of clients first and foremost, while also keeping a keen eye to create cost efficiencies and managing third-party and other operational risk. He advises some of the world’s top financial institutions on how to best effect operations and technology changes. He provides accountable leadership and partner with clients and focuses on the human side of management and leadership.

Clarendon Partners works with financial industry leaders including banks, life insurance companies, hedge funds and non-bank financial institutions to solve some of their most complex business challenges. With new competitors entering the marketplace, razor thin margins, and more stringent regulations, financial companies are exploring new business models, grappling with modernizing their processes and technology to remain competitive.