Meradia Appoints Glen Robertson Director to Meet Growing Demand for Investment Transformation Expertise
Meradia, an F2 Strategy company and leading consulting firm specializing in operations, data, and technology transformation for asset and wealth management firms, today announced the appointment of Glen Robertson as director. Robertson brings more than two decades of experience in investment operations, technology implementation and business transformation, including more than a decade guiding institutional investment managers through complex SimCorp programs.
Meradia Appoints Industry Expert Brian J. Buzzelli as Director, Expands Scope of Investment Data Practice
Meradia, a global consultancy for investment operations and technology transformation, announced today that industry veteran Brian J. Buzzelli joined the firm as Director, Head of Data Practice. With Buzzelli, Meradia deepens its Investment Data practice and broadens the capabilities of its proven Investment Performance and Investment Operations consulting services.
Meradia Publishes Proprietary Research on the Impact of Asset Manager Growth on Scalability and Operational Efficiency
Meradia, a global leader in consulting for investment operations and technology, announced the publication of a proprietary research study seeking to identify the impact of growth on asset management firms’ ability to scale operations and achieve profitability.
Meradia Appoints 25-Year Industry Veteran Martin Ouellette as Director, Expands Scope of Investment Operations Transformation Services
Meradia, a global leader in consulting for investment operations and technology, announced today that industry veteran Martin Ouellette has joined the firm as a Director. In this role, he will be responsible for managing large transformational programs focused on asset and investment management systems and operations.
Meradia Expands Consulting Team with the Addition of Alicia Spencer, CIPM
Meradia, the industry-leading consultancy for investment performance transformation, has hired Alicia H. Spencer, CIPM. Spencer joins a growing practice that includes Jonathan A. Boersma, CFA, who was hired in Q1 2022. This team expands Meradia’s advisory services to address operational challenges firms face as they comply with the Global Investment Performance Standards (GIPS®) and other performance-related global regulations.
Richard E. Mailhos Named Managing Director at Meradia
Meradia, recognized globally as the industry-leading consulting firm for Investment Performance transformation projects, promoted Richard E. Mailhos to Managing Director. Mailhos will collaborate with Meradia’s management team as they drive the firm’s continued expansion across North America and internationally.
Meradia Welcomes Tom McCorkell to Global Consulting Team
Meradia, a global leader in consulting for investment operations and technology, has appointed Tom McCorkell as Senior Manager. In this role, McCorkell will leverage his extensive industry experience to guide asset managers through the complexities of middle- and back-office transformations.
Meradia Expands Performance Capabilities with the Addition of Jonathan A. Boersma, CFA
Meradia, recognized globally as the industry-leading consulting firm for Investment Performance transformation projects, has hired Jonathan A. Boersma, CFA. With Boersma’s addition, Meradia will expand its Investment Performance practice to include advisory services related to Global Investment Performance Standards (GIPS®) compliance, implementation, and pre-verification as well as investment performance regulation.
Meradia Appoints Christine (Tina) Madel, CFA, to Lead Wealth Practice
Meradia, a global leader in consulting for investment operations and technology, has appointed Principal Consultant Christine (Tina) Madel, CFA, to lead the firm’s Wealth practice. Madel’s deep experience in wealth management will provide immediate benefits for Meradia and enable the firm to expand its service offerings specific to this industry segment. Meradia’s current clients include six of the top 10 global wealth managers.
Brian J. Lollar Joins Meradia as Managing Director
Meradia, a global leader in consulting for investment operations and technology, has hired Brian J. Lollar as Managing Director. In this role, Lollar will support the firm’s full scope of investment operations transformation projects and advance Meradia’s penetration into multiple industry segments including institutional asset management, pension funds, insurance companies, OCIO, endowments and foundations and wealth managers.
Meradia Promotes Richard E. Mailhos to Investment Performance Practice Lead
Meradia, a global leader in consulting for investment operations and technology, announced that Richard E. Mailhos, Principal, will lead the firm’s Investment Performance practice. Founded in 1997, Meradia has been recognized as the industry-leading consulting firm for Investment Performance transformation projects. The announcement comes in advance of Meradia's 25th business anniversary.
