Managing Partners

Rocco Gibaldi

Rocco Gibaldi is a senior technologRoccoy and business professional, focusing on investment management with expertise ranging from front to back office, including order management, analytics, accounting, securities processing, and client reporting in the areas of private banking, trust, custody, family office services and alternative investments. Companies have included Bankers Trust,UBS, Deutchebank, Wilmington Trust, Credit Suisse, Citibank, Jefferies, Geller, Blackstone and others. With over 25 years of experience, he has demonstrated ability in analyzing complex business needs, applying a structured, practical approach to problem solving and meeting the needs of his clients. He brings a unique balance of applied technical breadth and business domain knowledge along with strong people and project management skills. Mr. Gibaldi has a BS in Mathematics and Computer Science from St. John’s University and an MS in Operations Research and Statistics from Rensselaer Polytechnic Institute. Rocco is also a member of Cambridge Who’s Who

 

Jim Brous

Jim Brous
Jim Brous is known for his ability to bring together business and technology in complex environments. For over 25 years he has successfully applied IT solutions to improve business results for leading firms in asset management, private banking, trust, and global custody. These firms include Citigroup, Deutsche Bank, UBS and US Trust Company. His leadership roles include Vice President of e-Services for Private Banking, Chief Architect, and Director of Global Technology Development. Internationally, Mr. Brous directed several concurrent projects with 60+ direct reports in multiple countries with budgets exceeding $18 million. He has extensive consulting experience in the investment industry, leading the planning and delivery of IT solutions and providing advisory services. He holds a Mathematics degree from Cornell University and is an FAA-certified commercial pilot.