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Managers: Prime Brokerage Primer
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Keith Bliss
Cuttone & Company
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| Mr. Bliss was appointed to the position of Senior Vice President, Director of Sales and Marketing for Cuttone & Company in July of 2007. He is responsible for the development and execution of the sales and marketing strategy to the firm’s institutional and prime brokerage clients and prospects.
Mr. Bliss began his career at Citibank, N.A. working in a variety of roles with his last position as a Relationship Manager and Commercial Lending Officer in The Private Bank. From there, he held sales and marketing positions at Loan Pricing Corporation, a bank consulting concern, and trade order management software firms Merrin Financial and Decalog, Inc.
In 1999, Mr. Bliss became Senior Vice President at Knight Securities managing the firm’s institutional electronic trading, soft dollar, and correspondent brokerage businesses. He then joined LaBranche Financial Services (a division of LaBranche & Co.) in 2002 to head up sales for the newly formed Institutional Execution Group.
He holds a B.A. in Economics, with a concentration in Finance, from Rutgers College, Rutgers University. He lives in Bridgewater, NJ with his wife and two sons. |
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John Rogers
Casedy Consulting LLC
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| John A. Rogers is the founding partner of Casedy Consulting, LLC, a provider of chief operating officer/chief financial officer outsourcing and operational due diligence consulting to the alternative investment industry. His experience includes more than 18 years in the asset management industry, including 8 years in leadership positions with two $750-million hedge funds. Previously, Mr. Rogers was the COO/CFO at Obrem Capital Management LLC from April 2007 to February 2008. Prior to Obrem, Mr. Rogers was CFO and CCO at Stadia Capital from June 2002 to April 2007. Prior to joining Stadia, Mr. Rogers was Senior Vice President at Weiss, Peck & Greer LLC, where he worked from May 2000 through May 2002. Previously, Mr. Rogers was a Senior Manager with Ernst & Young’s Asset Management Practice, where he worked from April 1997 through April 2000. Prior to Ernst & Young, Mr. Rogers was an Assistant Vice President at Alliance Capital Management, L.P., where he worked from May 1991 through March 1997. Mr. Rogers earned his B.S. in Business Economics and Accounting from the State University of New York at Oneonta. Mr. Rogers is a member of the American Institute of Certified Public Accountants and the New York State Society of CPA’s. |
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Ron Suber
Merlin Securities, LLC
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| Ron Suber has more than 20 years of experience in sales, marketing, public relations, branding, strategy and business development across the alternative investment business. Prior to joining Merlin, Mr. Suber was President of a leading Fund Administrator. He worked at Bear Stearns from 1992 to 2006 where he was a Senior Managing Director and the Manager of Global Clearing Sales for the Prime Brokerage, Broker Dealer Clearing & Registered Investment Adviser businesses. He holds a B.A. in Economics from the University of California at Berkeley. Mr. Suber now serves on the Hedge Funds Care and HazelTree Board of Directors. Mr. Suber recently co-published 2 white papers about “The Spectrum of Institutional Investors” and The Business of Running a Hedge Fund”. |
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Edward Tedeschi
HC Associates LLC
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| Edward R. Tedeschi is the Founder and Chairman of HC Associates, LLC, a financial services consulting firm. His professional experience encompasses more than 30 years in asset management, alternative investments, finance, trading, operations and administration. Prior to establishing HC Associates, he was Senior Vice President at Lehman Brothers, Inc., in San Francisco, where he headed the western region for Prime Brokerage and Equity Finance Division. Before that, he was Managing Director and Chief Operating Officer at Genesis Merchant Group, responsible for daily oversight of the registered investment advisor Seneca Capital Management, FINRA broker-dealer Genesis Merchant Group Securities and a family of proprietary alternative investment funds with aggregate assets under management exceeding $20 billion. Mr. Tedeschi was strategic adviser to Phoenix Investment Partners and their acquisition of Seneca Capital Management, Roger Engemann and Associates and Zweig Securities. He held a similar advisory role on behalf of Bel Air Investment Advisors (a lift out of former Goldman Sachs partners). Prior to joining Genesis and relocating to San Francisco, he was Vice President at Morgan Stanley & Co., New York. He was one of the founding principals of Morgan’s Correspondent Clearing Services, assisted in the formation of its market leading Prime Brokerage group and traveled globally during the expansion of the firm’s international business. Mr. Tedeschi’s professional career started in 1979 with Goldman Sachs & Co. He holds FINRA registrations in the Series 4, 7, 8, 24, and 63. |
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