MERADIA - Key Persons
As Managing Director, Brian leverages his front-to-back office expertise to lead Meradia's clients through operational business transformation. Over the course of his career, Brian has developed a deep understanding of the entire investment operations lifecycle, data management and with the SimCorp Dimension® software, in particular. He has honed the unique ability to effectively communicate with both business and technology stakeholders to execute successful business transformations.
Prior to joining Meradia, Brian served as Senior Manager in Accenture's Capital Markets practice. In that capacity, he was Accenture's Global SimCorp Lead where he oversaw multiple platform implementations and business transformation projects.
Previously, Brian was the Manager of Investment Accounting & Transfer Agency Technology for Janus Henderson Investors. Here, he also served as the President of SimCorp North American User Group where he established a detailed understanding of the platform's user experience as well as the nuances of SimCorp's client base.
Brian earned a B.A. from the University of Colorado at Boulder. In his personal time, he enjoys tending to his seven-acre farm and spending time with his family.
Job Titles:
- Senior Manager / Read Full Article
Rich serves as a Managing Director and Investment Performance Practice Lead, supporting Meradia's clients through complex performance operations engagements. With over 25 years in the financial services industry, Rich has extensive consulting experience ranging from operational and control reviews to global portfolio management platform deployments. He is an energetic leader with a proven track record for building trust among stakeholders while motivating project teams to reach operational goals. Through his deep knowledge of outsourcers, service providers and leading asset managers, Rich has written extensively on the Performance Book of Record (PBOR).
Prior to joining Meradia, Rich spent two years within BNY Mellon's Middle-Office Outsourcing division and 16 years at Eagle Investment Systems. While at Eagle/BNY Mellon, he was responsible for product management, implementations and architecting solutions that drove global client programs in multiple locations.
Rich founded the Eagle Performance implementation practice and managed a team of consultants on engagements with numerous asset managers, sovereign wealth funds, private wealth services, family offices, private endowments, and insurance companies.
Rich earned a B.A. from New York University. Outside of work, he enjoys the outdoors by golfing, sailing, and hiking with his family.
Scott is Meradia's founder, President and CEO. He manages the overall strategic direction of the company, focusing on clients' long-term financial and operational success. Since Meradia's inception, Scott and his team have supported the industry's leading investment management firms through hundreds of operational transformation projects.
Earlier in his career, Scott had the dual role of Portfolio Manager and Director of Operations for a large multi-family office serving ultra-high net worth families. Upon the sale of that firm to a top-five U.S. financial institution, and after a year-long sabbatical during which he single-handed his sailboat to South America and back, Scott established Meradia to help the investment industry resolve its most pressing operations and technology challenges. Meradia now drives productivity and profitability for the industry's top asset managers, OCIO, wealth, trust, and insurance companies.
Scott created a firm where the staff has a sense of belonging - where they are cared about, but simultaneously recognize that Meradia's clients' needs always come before the needs of Meradia or its staff. Scott expects his team to act with honesty, transparency, professionalism and intelligence. Most importantly, he strives to maintain a culture where the firm and its people are measured by the results they achieve. As a result, Meradia is known for its accountability and its drive to "deliver."
Scott earned a B.A. in Economics from Villanova University, is a CFA charter-holder, is published in CFA Institute Magazine, and is an industry speaker. An avid offshore sailor, hiker, and private pilot, Scott is happiest adventuring with his family.