FISD Executive Committee Election—Candidate Campaign Statements
Click on individual company names for information. Note that this is for your information only. Voting will be done by the individual link sent via SurveyMonkey.
Jefferson Diniz, Global Head of Market Data | Ricardo Otero, Market Data Associate Director
BTG Pactual is the first Latin American institution to create a Market Data Department. So we are the unique consumer bank associate to FISD around Latam. I´ve been attending financial industry for the lasts 25 years where I served Reuters, IBM, Oracle and then I came to BTG Pactual in 2021 to create and expand globally the Market Data department.
I have managed several contracts and solutions with vendors like Bloomberg, LSEG, Facset, Fitch, CUSIP, S&P and exchanges like CME, Nasdaq, Nyse, B3, etc. I’d love to represent Latam as consumer nominee to FISD Executive Committee.
Krystle Rudzinski, Director | Andrew McLean, Director
Krystle Rudzinski is a Director at BlackRock where she oversees Vendor Relationship Management for the Aladdin Business and Exchanges. In her role, Krystle provides subject matter expertise, guidance and education to business stakeholders and external clients on the strategic initiatives, while focusing on data strategies to ensuring adherence to agreement terms and mitigating risk.
Before joining BlackRock, Krystle was the Data Licensing Manager at Jordan & Jordan, where she oversaw a team of attorneys that advised clients on data licensing and data compliance issues related to exchange, index and vendor data licensing agreements and audits.
Krystle will take on a leadership role in FISD as a Co-Chair of the CCG Vendor Management Group in 2024. She was also selected as a Rising Star by the Women’s Bond Club of New York, an award given to women who have demonstrated leadership qualities and is viewed as a future leader in the financial services industry. Krystle has a Juris Doctor from the Columbus School of Law at the Catholic University of America and Bachelor of Arts in political science and criminal justice from Villanova University. She is admitted to the New York and Connecticut State Bars. When she isn’t working, she enjoys running and ballroom dancing, and has competed in several competitions.
Andrew McLean, is a Senior Relationship Manager on the Index and Data Solutions (IDS) team at BlackRock. Andrew is responsible for managing relationships with Sustainability, Index and Core data providers that are used across Blackrock, both internally and in the Blackrock suite of products. Andrew has over 20 years experience in the market data field. Prior to joining Blackrock, Andrew managed the Vendor Management team at MSCI for 10 years and before that held similar roles at Interactive Data Corporation and Reuters. Andrew holds an LLB/BA from the University of Auckland.
Why are we running? We are hoping to leverage the experiences from our shared industry experience over the years to bring a buy-side perspective to FISD, but also want to find ways to ensure this industry continues to attract younger talent so we can foster the next generation of market data professionals.
Matt Hay, Sr. Product Manager | Tim Warehime, Sr. Product Manager
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan services. The Advisor Services segment provides custodial, trading, banking and trust, and support services, as well as retirement business services to independent registered investment advisors (RIAs), independent retirement advisors and recordkeepers. The Company’s product offerings include brokerage, mutual funds, exchange-traded funds (ETFs), advice solutions, banking and trust. The Company is also engaged in connecting the multifamily wealth community.
Tim Warehime is currently a Senior Manager overseeing the Technology Product Ownership on the Market Data Management team at Charles Schwab and has over 25 years of experience within the Financial Services Industry. Tim’s responsibilities in his 17 years with Charles Schwab/TD Ameritrade have allowed him to work within many aspects of Market Data including Vendor and Exchange Relationship Management, Market Data Compliance, Financial Analysis and Budgetary Planning, Network and Application Design, and Business Requirement Analysis. Prior to Tim’s tenure with TD Ameritrade, he spent over 8 years at NASDAQ as a software engineer and web developer. Tim is a member and active participant in the FISD’s Consumer Constituent and US Exchange Groups. Tim previously served 2 terms on the FISD Executive Committee from 2018-2022.
Matt Hay is currently a Senior Manager covering Real Time and Platform Data Services on the Market Data Management team at Charles Schwab and has over 19 years of experience in the Financial Services and Financial Information Industries. Prior to the acquisition of Scottrade by TD Ameritrade and subsequently Charles Schwab, Matt was the AVP over Market Data Operations at Scottrade. Before entering the Retail Brokerage world, Matt served in various market data vendor related roles over his 9 years at Thomson Reuters, including as a Content Acquisition and Rights Manager, where Matt was responsible for the Thomson Reuters’s relationship with multiple US Exchange venues and Data Contributors. Matt is a member and active participant in the FISD’s Consumer Constituent and US Exchange Groups. Matt previously served 2 terms on the FISD Executive Committee from 2018-2022.
Incumbent: Attended 7 of 7 Meetings
Patti Sachs, Director and Head of Market Data Compliance & Exchanges | Ali Nasab, Director and Head of Market Data
Statement: Both Ali and I would be honored on behalf of Citi to continue to serve and to contribute to this valuable organization. We are active participants, attend the Executive Committee meetings and look forward to hosting events at Citi’s headquarters, as we have done over the past several years. In this dynamic environment, we hope to be able to work with and across constituencies to address the new challenges ahead.
Patti Sachs leads market data compliance and the market data exchange relationships across Citi and the firm’s businesses globally. In this role, partnering with Citi’s businesses, she manages a team dedicated to licensed market data reporting, exchange policy requirements and market data risk and control. Prior to joining Citi in 2010, as counsel to Citi, she worked with its Legal department covering exchanges, vendors and end users of market data.
Over the past several years on behalf of Citi, Patti has been an active member of several industry committees and subcommittees focusing on practical solutions to industry-wide issues. These include the various FISD Committees and Subcommittees (such as Best Practices Committee and US Exchange Group, etc.), SIFMA (Securities Industry and Financial Markets Association) Market Data Subcommittee and its taskforce and AFME (Association for Financial Markets in Europe) Working Groups addressing market data usage and regulation. Patti is Citi’s representative on the Executive Committee of the FISD (where she has served for many years) and an Advisor for the Consolidated Tape Association (CTA)/Unlisted Trading Privileges (UTP). Patti is the recipient of the Waters Technology Market Data Professional of the Year Award (Women in Technology Awards, inaugural year).
Before entering the world of market data and the financial services industry, Patti ran and managed a law practice where she was an intellectual property and technologies attorney and a mediator, representing copyright owners and other innovators. She received her Bachelor of the Arts from the University of Pennsylvania and Juris Doctor from Fordham University Law School. She is admitted to the New York State Bar, a former member of Copyright Society of the USA, and has served as a mediation coach for Volunteer Lawyers for the Arts.
Incumbent: Attended 5 of 7
Steve Hansen, Global Head of Market Data
Meetings Market data professional with over 30 years of relevant experience in the industry. Active member of the MD community including as an Executive Committee member of the FISD with two different firms. I have participated in the Consumer Constituency Group, currently a co-chair of the Vendor Management Sub-Group. In my current role, I act as a sourcing professional with many years experience negotiating commercials. My market data manager role includes supervising administrative activities such as business analysis, inventory management, entitlements, invoicing, process flow, etc. I hope to continue in my EC position with the FISD and helping shape content and events to better serve the MD industry.
Incumbent: Attended 6 of 7 Meetings
Michael Blasi, SVP, Head of Market Data & Platform Services | Marcy Pike, Senior Vice President
Michael Blasi, Marcy Pike, and Martina Satherlund from Fidelity Investments & Fidelity International are seeking re-election to the FISD Executive Committee. Marcy is a long standing member of FISD GOAC and a member of the SIIA board. Marcy has been an active member of the market data community and FISD for over 20 years with passion for advancing FISD as an industry hub and resource for market data professionals worldwide. Michael leads Market Data at Fidelity with responsibility for the infrastructure, technology, delivery, and supplier strategies for real time market data, real time news, and history & analytics content. Michael is an active member of the Consumer Constituency Group, has actively participated in multiple WFIC planning committees and was a key contributor to driving best practices in supplier SLAs and vendor management strategies. Martina is responsible for setting strategy and execution of programs and governance across Market Data for Fidelity International, as well as driving the vendor management for custodians, operational, and technology suppliers. Previous roles for Martina have included head of research & analytics, head of global relationship management, global project manager, and senior market data consultant. In addition, Martina has a passion for diversity, and has been a big contributor to starting the Women in Technology group at Fidelity International and is an active contributor to Women’s initiatives in FISD.
If elected, we would be privileged to continue to serve the FISD community in leadership roles on the executive committee and remain committed to furthering the mission, vision and strategy for FISD and SIIA.
Incumbent: Attended 7 of 7 Meetings
Bill Lee, Senior Market Data Advisor | Alison Conologue, Strategic Market Data Manager
Please consider Interactive Brokers to be representatives on the Executive Committee representing the Consumer Constituency Group. We have been and continue to be actively involved and believe we bring experience and enthusiasm to the role.
About Interactive Brokers LLC
Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock on over 150 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers.
About our representatives
Bill Lee, FIA DLS – Senior Market Data Advisor
Bill has been in the securities Industry for 52 years, joining Interactive Brokers in 2015 after 15 years with companies containing the name Morgan. He leverages his relationships within the market data industry to expand the uses of information while reducing or eliminating administrative burdens. Prior to New York investment banks, I spent 18 months in Egypt consulting for the Egyptian Capital Markets Authority and the Cairo and Alexandria Stock Exchange. With the Boston Stock Exchange, he served in many capacities including managing the Trading Floor, directing Corporate Communications, and serving as the representative to the Consolidated Tape Association. In his early years, Bill worked for Merrill Lynch putting himself through both undergraduate and graduate degree programs at Suffolk University in Boston.
Alison Conologue, FIA – Strategic Market Data Manager
Alison began her career in the industry at Telekurs (now SIX Financial) learning the nuances of the industry on the vendor side. She switched gears when she moved to the consumer / distributor side at Yahoo! Finance working in project management being responsible for an array of data and content providers. After 9.5 years she returned to the vendor side at S&P Global with her primary focus being on exchange relationships. To further round out her experience in the industry it only made sense for her to join Interactive Brokers. Alison enjoys being part of the FISD and wants to continue to help address the challenges of an ever-changing industry making it better for the various segments.
Incumbent: Attended 7 of 7 Meetings
Ken Brady, Managing Director Global manager Market Data | David Garfunkel, Senior Sourcing Manager Global Market data
Incumbent: Attended 7 of 7 Meetings
Gerrit Marks, Vice President, Head of Products & Licensing | Karen Lenz, Director, Head of Client Relations and Sales
Gerrit Marks is Head of Products & Licensing.
At Market Data + Services of Deutsche Börse, Gerrit runs the team which focuses on the development of the market and reference data offering and licensing framework. He is also in charge of the conception, implementation and integration of new products from Deutsche Börse Group venues as well as from external cooperation partners.
He closely watches trends and developments within the market data industry and beyond in order to anticipate and develop new concepts addressing market needs and requirements.
Prior to joining Deutsche Börse Group, Gerrit held various positions within the capital markets unit of a major German bank, where he developed, traded and managed financial products for investors. He holds a Master in Business Mathematics from the Technical University of Dortmund.
Gerrit has been a member of the FISD Executive Committee since 2022.
Karen Lenz is Director of Client Relations and Sales.
Karen oversees the commercialization of the complete product portfolio of Market Data + Services. She is in charge of sales, account management and marketing of real-time data, analytics, historical data, reference data and connectivity. Her group advises market participants globally regarding products, contracts and licensing requirements.
With over 20 years’ experience in market data, Karen has profound know-how of all aspects of market data usage, licensing and the industry. She holds a Master of Arts degree from Bonn University.
Karen has been a member of the FISD Executive Committee since 2020.
Attended 5 of 7 Meetings
Beatrice Piras, Market Data Business Analyst | Martina Zambelli, Manager, Sales Support, Operations & Marketing
Rich Winter, Senior MD & Global Head of Market Data | Elliott Hann, MD & Global Head of Data Sales
Both Rich and Elliott have a deep knowledge of the financial markets with a genuine commitment to data quality, data coverage and customer service. The Fenics Market Data (FISD and WFIC) sponsorships of the past several years shows their overall devotion to FISD and its many conferences and events all over the world. If elected to a seat on the Executive Committee, they look forward to helping contribute to the continued success of FISD.
Rich Winter is the Global Head of Fenics’ Market Data.
He has worked on Wall St for over 30 years – always with a focus on new and innovative products and services.
Prior to joining BGC’s Fenics, Rich was the Global Head of Buyside Sales and Client Development at the CME, where he focused on expanding the business’ global footprint and the electronification of trading. At Fenics, prior to taking charge of the Market Data division, he was instrumental in launching the Fenics US Treasuries platform. Rich had spent much of his earlier career in management and front office positions at both D. E. Shaw and Merrill Lynch. He is based in NY and received his degree from Dartmouth College.
Elliott Hann joined Fenics Market Data in December 2021, returning to the BGC Group data subsidiary following three and a half years at UBS Investment Bank as Executive Director, UBS Data Solutions. At UBS Elliott was responsible for delivering digital content to clients, which encompassed both the curation and distribution of UBS and third-party partner content, in addition to managing the distribution team in London and New York. Prior to UBS Elliott held various positions at GFI Group and BGC Group from 2007-2018, including Global Head of Sales for Fenics Market Data, and Commercial Director at Fenics Software Limited (a business now known as kACE). Prior to this Elliott worked for ten years at Thomson Reuters in London and Singapore in various commercial and product roles including Head of Fixed Income, Asia Pacific. In his spare time Elliott is a keen amateur racing driver and enjoys racing 1950’s Grand Prix cars at various circuits around Europe with the Historic Grand Prix Cars Association. Elliott holds a BA (Hons) in International Business and is based out of London.
Incumbent: Attended 5 out of 7 Meetings
Afeez Ramoni, Head, Data & Digital Innovation | Thelma Adingupu, Data Products Analyst
Afeez Ramoni has well over 10 years capital market experience in Nigeria during which he has been engaging participants in the Market Data ecosystem including Bloomberg, Refinitiv. Afeez got his FIA certification in 2015 and has since been a key figure in creating data licences and engaging data vendors professionally. Afeez would be working to extend the reach of FISD programs to other capital market operators in Nigeria and West Africa
Scott Fitzpatrick, Global Head / CEO
Incumbent: Attended 6 of 7 Meetings
Brian Cassin, Global Head of Capital Markets | Nicole McQueen, Global Head of Technology Partnerships for Capital Markets
With a collective 50+ years of Financial Services, technology, vendor and data experience between them, and 10+ collective years at Amazon Web Services (AWS) working alongside Financial Services and Capital Markets customers, supporting them in their business and cloud transformation journeys, Brian and Nicole bring a wealth of diverse experiences and perspectives along with deep industry knowledge and cloud expertise to the FISD Executive Committee.
Brian and Nicole are committed to leveraging their combined knowledge, expertise and thought leadership to help drive the growth, evolution and continued success of the FISD organization. We will continue to partner with and support FISD through our enthusiastic participation in FISD events (including sponsoring, hosting or co-hosting events), our active participation in budget planning and best practices discussions with the broader Executive Committee, our continued participation in the Rising Stars program, and our participation in any additional programs or strategic initiatives where we can add value. We look forward to the opportunity to continue to represent Amazon Web Services (AWS) and serve on the FISD Executive Committee. Thank you for your consideration, and please find our detailed bios below:
Brian Cassin, Global Head of Capital Markets, Amazon Web Services (AWS)
Brian leads the market development team on the Worldwide Financial Services team at Amazon Web Services (AWS). In this role, he provides support to exchanges, broker dealers, asset managers, hedge funds, and financial data providers in transforming their existing businesses, and launching new solutions on AWS. Brian has more than 25 years of experience developing solutions for capital markets companies. Prior to joining the Capital Markets team at AWS, Brian was the Financial Services category owner for AWS Marketplace where he was responsible for partnering with Independent Software Vendors to expand and scale their businesses commercially within the AWS financial services vertical. Before AWS, Brian held senior leadership positions in product management, strategy, and business development at S&P Global, Capital IQ, and Thomson Financial where he worked closely with customers across investment banking, wealth management, asset management, and electronic trading to support their technology transformations. Brian holds a BA in Economics and MBA in Finance from Fordham University.
Nicole McQueen, Global Head of Technology Partnerships for Capital Markets, Amazon Web Services (AWS)
Nicole leads the Capital Markets Technology Partnerships team at Amazon Web Services (AWS). In this role, she and her team support our AWS Financial Services Partners throughout their cloud transformation and adoption journey, supporting the co-build, co-market and co-sell of their solutions on AWS. Nicole has more than 20 years of experience working at Financial Services, technology, vendor and data firms. Prior to joining AWS, Nicole held senior leadership positions in sales, trading, relationship management, strategy, and business development at firms including Bloomberg L.P., Barclays Capital, Benchmark Solutions, and Stone & Youngberg. In these roles she worked closely with a variety of customers including broker-dealers, investment banks, asset and wealth management firms, insurance companies, and electronic trading firms to support their business growth, strategic initiatives and technology transformations. Nicole is an active participant in affiliate groups such as Women in Fintech and Women at Amazon, and holds a Bachelor of Business Administration in Finance & Organizational Management from Emory University’s Goizueta Business School.
Joe Hatton, Partner and Head of Europe | Paolo Sivillica, Global Head of Sales & Alliances
Joe Hatton is a Partner and Head of Europe at Specialist Market Data Consultancy Firm BST America.
Joe has over 20 years of Global experience in Market Data Consulting, developing strategy and helping clients to reduce both costs and risk associated to managing Market Data.
Paolo Sivillica is the Global Head of Sales & Alliances of BST, a provider of enterprise subscription management solutions. Paolo has worked in the market data industry for more than 30 years in various roles and companies. The roles have included negotiating and implementing global, strategic enterprise deals, sales, handling compliance and regulatory issues and building relationships with exchanges, end users and vendors. Paolo served on the FISD Executive Committee for over 20 years and was Chair from 2012 until 2014.
Daniel Connell, Global Head, Market Structure & Technology | David Easthope, Senior Analyst, Head of Market Data & Analytics
Dan Connell has been a leader in the Market Data industry for over 25 years. He has been CEO/COO of several market data organizations including ComStock, S&P, IDC, Correlix, and Xinhua Finance. He currently is the Global Head of the Market Structure & Technology practice at Coalition Greenwich where they cover the financial services operating ecosystem, including a specific practice area on Market Data and Analytics. Dan has been a longstanding member of FISD and a presenter at numerous FISD events.
David Easthope is the Senior Analyst and Practice Head for the Market Data and Analytics business of Coalition Greenwich. David has been with the firm for several years, coming over from being Global Head of Capital Markets at Celent.
Tim Rice, CEO, Co-Founder
Tim Rice is the co-founding CEO of Coin Metrics, the leading provider of crypto financial intelligence. As financial institutions showed increasing interest in digital assets, Tim joined the firm in 2018 when it was launched as a commercial endeavor. Tim has over 35 years of experience in traditional capital markets data. He has held executive positions at Tradeweb, Moneyline Telerate, Thomson Reuters, and Markit (now IHS Markit), where he built large-scale, institutional-grade pricing and reference data businesses. Prior to founding Coin Metrics, Tim spent two years at ConsenSys, where he gained invaluable insights around bridging the gap between crypto and traditional financial services. Tim has a BS in Applied Economics from Cornell University.
As an experienced financial data executive and longtime FISD member, I am excited about the prospect of joining the Executive Committee as a Vendor representative and contributing to the future of this important industry. In my role at Coin Metrics, I have been at the forefront of blockchain data analytics, navigating the complexities of a rapidly evolving financial landscape. This experience has provided me with a unique vantage point, allowing me to appreciate the important interplay between traditional financial services and emerging technologies. FISD plays a valuable role for financial information services by convening a wide array of industry participants to network, share best practices, and learn from each other about the evolving business landscape. If elected to the FISD Executive Committee, I am committed to championing initiatives that foster innovation, collaboration, and the responsible use of financial data.
Mary Langevin, CFA, Vice President, Head of Market Data
Mary is Vice President, Head of the Market Data domain at Concertiv, who provides Procurement-as-a-Service to middle market firms.
She has been a strong supporter of FISD and its various efforts over the years, including a stint as a co-chair of the Consumer Constituency Group, when she was at an investment bank. Mary has more than 20 years of market data experience with prior roles at Nomura, Lehman Brothers, Barclays Capital, NYMEX, and Credit Suisse.
Mary holds a joint MBA (Finance & Economics)/MA from NYU and is a CFA charterholder.
FISD has been an influential institution in the financial information industry for more than 25 years. During that time, I have promoted the benefits of the organization to those that may not have been aware of its educational benefits and excellent networking capabilities. I would be honored to serve as a Vendor Representative, if elected, and would be committed to continuing members’ access to evolving technologies, ongoing cross-constituency engagements, and even more global outreach.
Thank you for your consideration and vote!
Ethan Shen, Managing Partner – Operations and Research
Ethan Shen is a Managing Partner of Crizit, a fintech software company focused on providing Market Data Management and Data Analytics software and services.
At Crizit Ethan acts as the head of operations and research. Ethan has over 15 years of experience delivering monitoring, optimization, and data distribution solutions to Tier 1 Asset Management firms. Prior to co-founding Crizit, Ethan served as a vendor systems manager and Bloomberg data specialist at consultancies based in New York, London and Vienna.
If elected to the FISD EC, Ethan will bring his unique perspective as a leader of an analytics and data optimization platform. He provide diverse insights into what the industry looks like for new entrants that are providing technical and software services to large data consumers.
Mark Schaedel, CEO | Mark Bird, Co-Founder
We consider ourselves part of the exchange constituency rather than vendor. We believe that the market data business processes have not kept pace with the changes in our broader industry nor with the changes, diversity and scale of data consumption methods.
Mark Schaedel and Mark Bird worked together at NYSE where we were fortunate to have the resources to apply fit-for-purpose technology after fail attempts to “stretch” generic enterprise systems to support the idiosyncratic business processes of market data administration. Schaedel developed products and commercial policies, Bird developed reporting and compliance tools to support the implementation of policies. Bird spent his early career with TCBdata and is an expert in vendor reporting and compliance. More recently, Bird has contributed to the formation of a digital rights management standard for market data.
Schaedel and Bird share a vision for the future of data commercialization and the significance of cloud-native technology and digital rights management.
Our interest in FISD is to encourage innovation and demystify the challenges of market data licensing administration. We (DataBP) are also pursuing the role of independent consolidated tape administrator in both the US and Europe for the same reason.
Philip Adesso, SVP – Board Advisor | Oleg Solodukhin, CEO
Philip Adesso is currently SVP and Board advisor at dxFeed. dxFeed is an industry leader in Market Data, Technology and Fintech offerings – serving some of the world’s most prominent Financial Institutions.
Some of Philip’s responsibilities include Data Licensing, Partnerships and Sourcing initiatives.
His experience is multifaceted and spans client, exchange and vendor sides – at global firms such as Nasdaq, Bear Stearns, Thomson Reuters, E*Trade and Dow Jones. He has led Market Data Programs, as well as Product Strategy for Digital offerings that have reached millions of consumers – both directly and indirectly – via various channels.
He has vast data licensing experience, and expertise in the production, packaging, pricing, marketing and compliance of Data Products. Additionally, a wealth of experience in core news, and News Analytics spaces.
He holds an MBA, and (formerly) the FINRA/NASD Series 24, 7, 55, 63. Also, holds the FIA designation, and is a former member of the FISD (exchange side) executive committee, and past participant in both the Consumer constituency and Exchange constituency groups – and a current member of the Data Vendor Constituency Group.
Brian Pomraning, Chief Revenue Officer | Laurent De Barry, Sr. Director, Global Head of Solutions Consulting
Brian Pomraning brings 25 years of leadership experience in the financial services industry spanning product management, technology, sales, and marketing. He has a proven track record of transforming and growing global businesses and cross-functional teams within bulge bracket banks (JP Morgan, Barclays, Lehman Brothers), public companies (ITG) and private firms (Pico, Elwood Technologies). He possesses a deep knowledge of the challenges Exegy clients face and a determination to help them achieve their objectives through strategic partnerships.
Laurent de Barry co-founded Enyx in 2011 at the age of 23 and holds more than a decade of experience developing ultra low latency, FPGA technology for the capital markets.
Led product management of next- generation FPGA-enabled trading solutions with more than 400 successful production deployments.
At Enyx, Laurent led the product and technology strategy, while overseeing the design and specifications of FPGA-based customer applications deployed for exchanges, banks, and trading firms.
After the acquisition of Enyx by Exegy in 2022, Laurent was appointed Global Head of Solution Consulting to bring expertise in high performance & highly complex trading systems and to advise our clients on their trading infrastructure and optimizing use of our solutions.
An electrical and computer science engineer by training, Laurent is passionate about high performance computing and bringing cutting-edge technology to capital markets. Prior to co-founding Enyx, he worked on critical hardware components for the aeronautical and military industries.
Incumbent: Attended 6 of 7 Meetings
Scott Preiss, Senior VP and Global Head, CGS | Matthew Bastian, Senior Director, CGS Market Development
FactSet helps the financial community to see more, think bigger, and work better. Its digital platform and enterprise solutions deliver financial data, analytics, and open technology to nearly 8,000 global clients, including almost 190,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index. We have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.
Scott Preiss is the Senior VP and Global Head of CUSIP Global Services (CGS), now operated by FactSet on behalf of the American Bankers Association. CGS administers the CUSIP and CINS identification systems for the US, Canada, and various global territories. Under Scott’s leadership, CGS has been responsible for both the original development and recent modernization of the ANNA Service Bureau, a central hub of global ISIN data co-operated with SIX Financial. With guidance from its industry-appointed Board of Trustees, CGS continues to expand its asset class coverage and add value to its databases, with recent initiatives covering carbon credits, green bond flags, and a new entity identifier for the syndicated loan market.
Matthew Bastian is Senior Director for Market Development at CGS, with a focus on marketing and communications as well as strategic alliances for new asset classes. In addition to leading the implementation of new initiatives like listed options and physical precious metals, Matt has served as CGS’ thought leader on distributed ledger technology and digital assets since the blockchain “hype cycle” of 2016 – his opinions can be found in Waters Technology, the Bond Buyer, and on FintechTV.
As active participants within the 120+ member Association of National Numbering Agencies (ANNA), as well as at ANSI-accredited X9 and ISO TC68 (Financial Services), Scott and Matt bring the unique viewpoint of a seasoned standards practitioner to the FISD Executive Committee.
Alex Stepney, Head of Customer Engineering, Emerging Trends & Technology | Aaron Walters, Exchange and Ecosystem Strategy
Alex (he/him) heads up the Emerging Trends & Technology Customer Engineering at Google Cloud in the UK. The team’s mission is to bring emerging trends and ways of working to life on Google Cloud that helps our customers accelerate their digital transformations. Before joining Google Alex spent a number of years working in The City of London, and has held positions at HSBC and RBC Capital Markets as a senior manager, architect and engineer.
Aaron Walters (he/him) leads Google Cloud’s efforts in Exchange and Ecosystem on Google’s Capital Markets client engagement, which is focused on ensuring exchanges and the larger ecosystem to leverage cloud to enable innovation, cross-industry collaboration, and commercial outcomes.
Incumbent: Attended 7 of 7 Meetings
Jim Sudol, Managing Director, Market Data Services | Kathy McGovern, Managing Director
Jim Sudol- Managing Director, Market Data Services
Jim is the Managing Director for Jordan & Jordan’s Market Data Services practice; he has been helping J&J clients achieve and maintain their market data administrative and compliance goals since 2004. As Managing Director, Jim is committed to focusing his team on ensuring clients keep pace with the dynamics inherent in the market data space by imparting his experience and leveraging the collective knowledge of J&J’s colleagues. His experience has been developed from over 17 years of working with a broad range of clients including data feed providers, index developers, global investment banks, and securities exchanges to assist with the development and implementation of business and compliance solutions that position clients to meet evolving market data administrative challenges. Jim estimates that he has performed compliance reviews of over 1500 unique market data applications globally across several global investment banks.
Jim has served on the FISD Executive Committee since 2010, serving on four panel discussions including as moderator, and holds a BS degree in Business Management from the Pennsylvania State University.
Kathy McGovern- Managing Director
Kathy McGovern, Managing Director and Co-Head of Market Data at Jordan & Jordan, leads resource development for the firm and has over 20 years’ experience in managing relationships with executive clients that include leading broker dealers, exchanges, hedge funds, investment management firms and the vendors that serve the financial services industry. Kathy is responsible for strategic oversight, project management and talent management for J&J globally.
Kathy has managed numerous market data projects, most recently assisting clients with a vendor of record transition, exchange licensing/onboarding and, Quote Meter and MISU audits. Additionally, Kathy is the Executive Director of J&J’s Veterans in Financial Markets (www.VFM.com), whose mission is to assist veterans in transitioning to careers in the securities industry.
Kathy has served on the FISD Executive Committee since 2022 and recently contributed as a panelist. Kathy also serves on the EPIC School’s Foundation Board and is a member of the Financial Information Forum. Kathy holds a BA degree from La Salle University.
Jordan & Jordan (J&J) is a veteran-owned FinTech company providing market data, technical and industry-wide solutions to meet the challenges of the market data community, including sell side, buy side, exchanges and regulators. J&J is involved in several industry associations, including FISD, Financial Information Forum (FIF), The Security Traders Association (STA), the Veterans Financial Markets (VFM), STANY, and RIXML, and is uniquely positioned to provide industry-leading expertise and insights to the market data community by leveraging the collective knowledge, experience and wisdom of a seasoned staff that includes three FISD lifetime achievement holders. Jim and Kathy have been providing clients with strategic market data support for over 40 years combined, including 18+ years of serving on FISD’s Executive Committee, bringing more diversity and broad focus to serving FISD’s respective constituencies, and hope to continue to be able to continue to provide FISD with leadership in the coming term.
Incumbent: Attended 7 of 7 Meetings
Kerry Baker Relf, Group Director, Data Acquisition & Rights Management | Adam Jenah, Director, Strategic Partnerships and US Exchanges
Kerry and Adam would be delighted to continue to represent LSEG on the FISD Executive Committee. Kerry has been involved with FISD in various capacities for several years, including serving on the Executive Committee, board of the SIIA, Finance Committee of the SIIA, and most recently the Co-Chair of the SIIA board. Adam became LSEG’s co-representative on the Executive Committee in 2021 and has taken on the additional role of acting as co-chair of the DVCG. As LSEG’s representatives, Kerry and Adam both look for opportunities to broaden FISD engagement within LSEG and across FISD members. LSEG strongly believes in the value that FISD brings to the industry: the predominant global forum to learn from and network with key players in the financial information industry. Kerry and Adam will continue to play a very active role in supporting and attending the various FISD working groups and events/conferences. LSEG would greatly appreciate your vote and the opportunity for Kerry and Adam to continue serving on FISD’s Executive Committee.
Incumbent: Attended 7 of 7 Meetings
Brian McElligott, Head of Data Partnerships and Compliance | Rick Schmehl, Head of Sales, Alliances and Redistributors
Morningstar is a large and very diverse financial information company covering private and public market data, ESG, index and ratings. We have been a strong supporter of FISD in working with our peers, exchanges and customers to advance important topics in the industry. We also enjoy hosting FISD events in our office. We would welcome the opportunity to serve another two years on the FISD Executive Committee.
Brian McElligott and Rick Schmehl both bring over 20 years of experience working in senior roles within the market data industry. Brian currently leads the data partnership group at Morningstar, including licensing and compliance with 3rd party data. Prior to Morningstar, he was responsible for the market data businesses at Tradeweb and CME Group. Rick has been with Morningstar for 12 years and is responsible for sales and relationships for our key alliances and redistributors. Prior to Morningstar, Rick was with Interactive Data Corporation.
James Calise, Senior Director, Cloud Engineering
James Calise’s enthusiasm for solving complex challenges is the driver for his desire to join the FISD Executive Committee. Combined with his collaborative leadership style and extensive financial services experience focused on improve efficiencies and business results makes him an ideal board member candidate.
- over 20 years of financial services industry experience, building relationships and collaborate with client stakeholders, partners, and varied organizational resources such as compliance, ethics, and regulatory bodies
- Dynamic leader of teams comprised of critical stakeholders that deliver solutions aligned to client efficiency and growth priorities
- Proven strategic and tactical problem solver especially in areas of utilizing new technology to resolve existing frictions in business processes
Juan Manuel Quintero, CEO
Precia S.A. is a pricing vendor from an emerging market country that can add diversity and new perspectives to the FISD executive committee. Our company has been providing reliable and accurate data on fixed income, derivatives, and foreign exchange markets for over 10 years, serving clients across the globe. Our CEO, has extensive experience and expertise in market data, having worked as analyst, consultant and government official, before joining our company. He is passionate about advancing the financial information industry and fostering collaboration among its participants. He has been an active member of FISD since joining the organization. He has been a speaker and panelist at FISD events in different regions, sharing his insights and best practices. He would be a great fit for the FISD executive committee, as he can bring a unique perspective from an emerging market, as well as a wealth of knowledge and experience from the market data field. He is committed to supporting the FISD vision and mission, and to enhancing its global reach and impact.
Bernardo Santiago, CEO
With over 20 years of market data management experience, Bernardo Santiago has held senior market data management positions within leading tier 1 and 2 financial institutions with the US and Canada. Previously, Bernardo held senior market data management role at Franklin Templeton, Hutchin Hill, RBC Capital Markets, ITG, Wellington Management and WestLB AG where he defined objectives of the team’s effort to provide high-quality cost-effective solutions, strategic planning, vendor selection, service provisioning, financial reporting and inventory/cost review and control. He is now the CEO of S4 Market Data, which helps financial institutions with market data management solutions around vendor management, administration, cost optimization, and compliance.
Deirdre Sullivan, Global Marketing Director
As a long-standing member of the FISD, USAM is committed to the ideals that it upholds. In this spirit, we nominate our colleague Deirdre Sullivan for a Vendor seat on the Executive Committee.
Deirdre has been involved in the market data industry for 30 years and is keenly aware of the issues that arise from the various ways we collect, transform, and use data. Her deep industry roots and proven ability to quickly get to the heart of complex issues will undoubtedly serve the committee well in its mission to guide best practices and provide equitable representation for all constituents. She is eager to serve and hopes to add to every meeting with her unique viewpoint and sharp wit.
We respectfully request you consider voting for her in the upcoming election.
Deirdre Sullivan: https://www.linkedin.com/in/deirdrejsullivan/
Richard Clements, CEO
As the founder and CEO of VendEx Solutions, Richard has been at the forefront of transforming the industry. At VendEx Solution, Richard has led a team of industry veterans in an effort to eliminate or at least reduce the frictions in the industry. Richard has held senior management positions at both Thomson Reuters (Legacy Reuters) and Bloomberg. He has also run International Solution Consulting Company where he and his team have launched new data and analytics solutions for many of the world’s largest vendors across the globe. Richard brings a dynamic energy to everything he does and would make a fantastic addition to the FISD Executive Team.