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Tom was a co-founder of The Rowan Group, which merged with Citisoft in 2002. Tom has been instrumental in the rapid growth of Citisoft’s investment management consulting brand over the past decade and has responsibility for corporate functions including business development, operations, client relationship management, and practice development. During his tenure with Citisoft, Tom has managed operations and technology transformations ranging from strategic initiatives to evaluation/selection projects and implementation programs.
Tom is responsible for corporate functions including business development, operations, client relationship management and practice development. During his tenure with Citisoft, Tom has managed operations and technology transformations ranging from strategic initiatives to evaluation/selection and implementation programs. Tom has amassed extremely deep knowledge of front, middle, and back office processing, with a particular focus on investment accounting, client reporting, data management, middle-office outsourcing, and performance measurement. He is a frequent contributor to industry thought leadership and speaks at conferences globally, leveraging his expertise on a wide range of investment management topics.
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