Management Team
|
|
CEO
Jim Morrissey is the Chief Executive Officer of Investor Force. He has pioneered the development of web-based institutional investment performance information for the Financial Services industry. Morrissey is responsible for establishing strategic direction, leading the management team, guiding Investor Force's strategic alliances and managing the implementation and execution of Investor Force's business model. Jim has over two decades of experience in general management, complex selling and negotiation, marketing and strategic analysis. Morrissey, who joined Investor Force at its founding in 1999, has successfully raised over $75 million in four rounds of equity investment for the company. During his tenure with Investor Force, Jim has also completed three critical mergers and acquisitions transactions, and established the company as one of the leading data aggregator and technology solutions in the institutional asset management business. Previously, Morrissey was a Principal with Morgan Stanley Investment Management, where he led the firm's global marketing business. Earlier, he worked in the fixed income division at Goldman Sachs & Co., and gained significant brand management and sales management experience with The Coca Cola Company and Procter & Gamble. Morrissey received his M.B.A. in Finance from the Wharton School at the University of Pennsylvania, and a B.S. degree in Mathematics from Siena College (Loudonville, NY). He currently serves as Treasurer on the Board of Directors of The Miquon School (Conshohocken, PA). |
|
|
Executive Chairman
Jim Satloff joined InvestorForce in early May and brings with him deep executive-level experience and a track record of global leadership in financial services and technology. Jim was Executive Managing Director for Standard & Poor’s Investment Services business where he had direct responsibility for S&P’s portfolio of global institutional markets businesses and for all aspects of the strategy, growth and worldwide expansion of S&P’s businesses in the institutional investor market and mutual fund segments. Jim was also President of S&P’s Compustat division, where he was responsible for managing the global technology financial services organization and delivering products and services to support institutional investment research and portfolio analysis. Additionally, Jim has been CEO of an investment bank.
Jim has an MBA from Columbia University Business School and a BA from Columbia College, where he majored in Computer Science/Artificial Intelligence with a concentration in Humanities and French.
He enjoys skiing and ski racing, photography, poker and bridge.
|
|
|
Chief Operating Officer
Steve Johnson joined InvestorForce with a broad range of experience in the institutional investment industry in product development, software and operations. Steve’s background includes roles as: Chief Operating Officer at Redstone Investment Management, a long/short equity hedge fund; Head of US Institutional & Alternatives at Gartmore Global Investments; head of product management at two Silicon Valley software companies, EXP Systems and Intuit; and Senior Product Manager at Fidelity Investments. His extensive cross-functional experience, operational discipline and deep domain knowledge will add significantly to the continued evolution of InvestorForce’s platform.
Steve has an MBA from Harvard Business School and a BA in History and Economics from Yale University.
He is a masters swimmer, avid grammarian, NASCAR fan and amateur Nixon historian.
|
|
|
CIO and Executive Vice President
Amit Basu is the Chief Information Officer of InvestorForce and is responsible for the technology, data and application development side of the organization. Amit brings over 20 years of software engineering and financial services experience to InvestorForce, and his career has included application development, product management, process re-engineering, technical sales and solutions consulting. Prior to joining InvestorForce Amit worked for Albridge Solutions, a high-growth startup company focused on data consolidation, portfolio accounting and performance reporting for the Broker Dealer and RIA market. In total Amit spent 5 years with Albridge heading up Technical Product Management where he aligned business and technology groups around lines of business to drive P&L. He also created a highly successful Professional Services group around custom development projects for clients. He was part of the team that sold Albridge to PNC Financial Services in late 2007 and subsequently became Managing Director of Enterprise Data Services where he built large data warehouses and spin-off products such as dashboards, analytics, and data-marts.
Amit started his career in the UK as a games programmer in the 1970s whilst at school and after college was an analyst programmer in the Lloyds of London aviation re-insurance market. Later he spent almost a decade with Microbank Software (acquired by SunGard) where he was in charge of technology services for Asia-Pacific before heading up product engineering in the US for their data integration and reporting applications. Amit holds a degree in Engineering from London University. |
|
|
Senior Vice President, Business Development
As Senior Vice President of Strategic Business Development, Hope Strout is responsible for assessing strategic opportunities for all product application initiatives. In her tenure at InvestorForce, Strout has also served as Senior Vice President of Sales and Client Services and was responsible for overseeing the day-to-day operations of the sales force. Prior to joining InvestorForce, she served as a Principal and Client Relationship Officer for Barclays Global Investors. In that role, Strout was responsible for sales and client services among a broad audience of institutional investors including public funds, corporations, endowments and foundations. Strout holds a B.A. degree in Economics from the University of Massachusetts, Amherst and is a NASD Series 7 and 63 registered representative. |
|
|
Vice President & Chief Technology Officer
Anthony Ruggeri was promoted to Vice President and Chief Technology Officer at InvestorForce in July 2005. He is responsible for applications development, database management, and quality assurance. Ruggeri has been with InvestorForce since its founding, and has held various technical management positions during his time with the company. He has been responsible for web site infrastructure and management, software architecture, and the applications group at InvestorForce. Ruggeri has over 12 years of professional experience in software development and technology management, and is proficient with a number of software tools and languages. He has worked with Microsoft development technologies for almost 20 years. Previously, Ruggeri was MIS Team Leader at Comcast Cellular, and has additional professional experiences with CoreTech Consulting Group and Pedagogue Solutions in software development and management roles. A former Pew Fellow in Systematics and a curatorial assistant at Philadelphia's Academy of Natural Sciences, Ruggeri graduated from Princeton University with an A.B. in Molecular Biology. |
|
|
Vice President, Product Management
As Vice President of Product Management, Blake is responsible for developing and executing the product strategies in addition to managing the branding, marketing and third party reseller channels for InvestorForce. Blake brings over 30 years of experience in software product development, product management and marketing in addition to significant experience in consulting services and solution delivery. Blake has founded two software consulting and product companies during his career in which he was responsible for commercializing the software product and service offerings. In 1985 Blake co-founded First Choice Software, a technology consulting company which developed one of the first report writer products for MS-DOS applications. In 1991 Blake co-founded New Horizons Development Group and brought to market one of the early enterprise level CRM software solutions targeted at fortune 1000 companies. Most recently Blake was providing management consulting services to AIG, Ernst & Young, The NY Times and the Boston Globe through Prolocity Corporation, a company he founded in 2003. |
|
|
Vice President, Enterprise Implementation
Barbara Vaughn was promoted to Vice President, Enterprise Implementation & Service in July 2005. She joined the company in April 2000, and for the past four years has served as Director of Client Service. Previously, Vaughn spent 13 years at Shared Medical Systems, Inc. (now Siemens), where her experience spanned Education, Marketing and their Consulting practice. Her prior professional experiences include roles in Public Accounting, Work Process Improvement, and Marketing. Vaughn graduated from Pennsylvania State University with a B.S. in Accounting, and has a NASD Series 7 license. |
