InvestTech’s team of seasoned consultants averages nearly 15 years of experience in trading systems and investment technology—our management averages over 25 years of experience. Our consultants come directly from money management firms or from the vendor community—and often from both. We hire highly capable people with extensive track records of successful investment technology project experience—we do not believe in on the job training at your expense.
Jeremy M. Hurwitz
Principal and Founder
Jeremy Hurwitz has over 20 years experience in the investment systems and computer technology fields working with large, global institutional investment organizations. Jeremy has extensive knowledge and experience in investment systems, data management and reporting technology. Jeremy provides technology consulting in the design and implementation investment data management systems, vendor system implementations and technology integration projects.
Jeremy has a BS in Computer Science & Applied Math, and a Post Graduate Degree in MIS from the University of the Witwatersrand in South Africa. He also has completed the Securities Analysis and Portfolio Management coursework at the U.C.L.A. Graduate School of Management.
Bennett Kaplan
Principal
Bennett Kaplan has more than 19 years of experience in the field of investment management systems for institutional and private client investors, having served in a variety of capacities including senior manager of the investment technology and investment operations staffs at two major investment organizations. He has specific, hands-on experience selecting, implementing and integrating portfolio accounting, trade order management, enterprise data management, performance measurement, and reporting applications. Bennett has a comprehensive knowledge of investment accounting and data management products, extensive project life-cycle planning experience and a proven track record of delivering investment systems projects. Bennett has been directly involved in application architecture, strategic planning and STP initiatives, has presented at multiple investment operations, investment technology and data management conferences, as well as the Financial Technology Forum (FTF), and is a contributing author of The Handbook of Electronic Trading, 2009.
Bennett has a BS in Management Information Systems from the State University of New York at Buffalo and an MBA in Finance from Northeastern University.
Kevin Coffin, CIPM
Managing Director
Kevin Coffin has more than 17 years of extensive project management and systems implementation experience as the project leader on Eagle PACE and STAR and SimCorp Dimension implementations, as well as implementing and managing PAM operations for eight years at a large fixed income investment management firm.
Kevin received his BS in Accounting from Loyola Marymount University and an MBA in Management from the University of La Verne.
Thomas Hong, CA CFA
Managing Director
Tom Hong has more than 11 years of experience in the field of investment management systems. While with InvestTech, he has successfully managed several large scale, multi-currency, system implementations of leading investment management product suites. He possesses a broad knowledge of investment accounting operations for all types of asset classes and a strong understanding of systems integration workflows. Prior to joining InvestTech, Tom was a senior accountant/business consultant with KPMG’s Financial Services Group in Toronto.
Tom is a Chartered Accountant (Canada) and a Chartered Financial Analyst. He received his B.Commerce with Honors from Queen's University in Kingston, Ontario, Canada.
Jill Katz
Managing Director
Jill Katz has more than 22 years of experience in the field of investment management systems for institutional investors, having served in a variety of capacities including senior management of investment systems support and operations for two large institutional investment organizations, Zurich Scudder and AIG.
Jill has a BS in Economics from Northwestern University and an MBA in Finance from New York University.
Meg Whitman
Senior Manager
Meg Whitman has over 30 years experience in financial services including investment management operations, global custody operations, securities lending, securities trading and processing, product design and development, product strategy, project management, package evaluation and selection, and management consulting. She has been responsible for the business definition, design, development and delivery of several large multi-currency applications for global custody and investment management operations. Meg has extensive knowledge of securities processing from trade decision through settlement.
Prior to joining InvestTech, Meg was an independent consultant in financial services for four years providing business analysis and project management services to several clients. Meg served in many roles at Thomson Financial Services from 1990-2002, including Executive Director at Omgeo, Director of Product Management for the Investment Software division, Director of Client Service for PORTIA and Business Development Manager for OASYS Global.
Martin Ouellette
Senior Manager
Martin Ouellette has over 20 years of investment technology experience with a focus on systems implementations and data strategy, including Retail Banking Services and Mutual Fund Operations as well as Financial Data Systems and Business Intelligence system implementations. He brings a unique set of skills that include investment business knowledge combined with strong technical and data architecture skills bridging the gap between IT and Business Teams. Martin has extensive experience working with the leading Data Warehouse implementations and reporting solutions focused on meeting client’s needs and delivering results.
Prior to joining InvestTech, Martin spent three years as VP of Data Management at ING Investment Management assisting with the build of their Eagle PACE Data Warehouse and Data Mart integrating accounting data with their trade data from BlackRock Solutions. Martin also spent seven years at Eagle Investment Systems, a Bank of New York/Mellon Company, where he held various roles focused on Data Warehouse implementations and project management. Additionally he performed the role of Solutions Architect working with clients in the sales process to determine how to implement their data warehouse to meet their needs.
Martin holds his MBA from the University of Massachusetts at Dartmouth and a BS in Business Administration from Stonehill College.
David Schneiderman
General Manager
David Schneiderman is an experienced business management and operational process executive, having provided consulting services to major corporations and not-for-profit organizations throughout his career. With over 25 years of experience in the technology consulting sector, David manages the overall business administration of InvestTech. Prior to joining InvestTech, David was the founder and General Manager of NexTec Group, where he built a successful, multi-office consulting and software implementation group. David was previously with Price Waterhouse Consulting and The Seagram Company.
David received his MBA from New York University Stern School of Business, specializing in Systems Management and International Business and a BA in Economics from Brandeis University in Waltham, Massachusetts