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Presenter Biographies:
 

Peter Boumgarden
Professor of Practice Strategy and Organizations
Olin Business School at Washington University, St. Louis

Peter Boumgarden, is the Professor of Practice Strategy and Organizations, Olin Business School at Washington University, St. Louis. Outside of the university, Dr. Boumgarden researches, consults, and facilitates executive education in the private and non-profit sectors on topics tied to innovation, strategic design, organizational change, and executive team development. Dr. Boumgarden’s work centers on helping organizations develop processes for innovation, assisting leaders in defining and implementing sustainably differentiating strategies, and the role of leadership and organizational values in shaping such decisions.

The National Science Foundation selected Dr. Boumgarden as an entrepreneurial mentor in its I-Corp program, a model for bringing high-impact technology from university to market. Continuing his work in the entrepreneurial space, Dr. Boumgarden acts as an advisor to both an early-stage healthcare finance company and a mining/trade finance company based out of Johannesburg, South Africa. He is currently engaged in a project on analyzing early stage investment strategies in the venture capital industry and assessing the historical design of the modern business school and its implications for the transfer of social science technologies to market.

His academic work appears in Organization Science, Strategic Management Journal, Personnel Psychology, and Judgement & Decision Making. His practitioner work appears in the online arms of Harvard Business Review and Stanford Social Innovation Review, amongst others.

Diana Ermini
Director of Financial Services Vertical
Sage Intacct

Diana has more than 20 years of experience in financial services, technology, and marketing. At Sage Intacct, she uses a unique mix of strategic, marketing, operations, and analytical expertise, to maximize business outcomes specifically for financial services firms. Prior to Sage Intacct, she led the marketing strategy and execution to drive the market adoption of CRM solutions to global financial services organizations at Pegasystems (Pega). Prior to Pega, she served as the architect of the overall customer journey to drive adoption of the analytics portfolio for IBM, a suite of financial services products that sustained $60MM in annual sales. Diana is passionate about helping financial firms achieve optimal business outcomes with the help of best-in-class technology. 

Outside of the office during COVID-19 times, you’ll find Diana spending loads of quality time with family, finding new nature trails to explore, and planning her next big ski trip adventure. She is fluent in Italian and is always looking to pit her language skills in action over virtual coffee or drinks. Diana is currently trying her hand at podcasting to keep things interesting. Connect with her via LinkedIn for networking, the latest technologies impacting finance leaders, and more.
 

Paul Freeland
Head of Sales and Service
SEI Family Office Services

Paul Freeland is the Head of Sales and Service for SEI Family Office Services. His areas of expertise include: technology and service solutions for high-net-worth families and individuals; outsourced accounting administration service management; and business development best practices

Paul is responsible for all new business development within SEI’s Family Office Services division. His team is responsible for identifying new opportunities in the marketplace and presenting value-add technology and outsourced service solutions to family offices, private banks, private wealth advisors and alternative asset managers.

In a previous capacity, Paul served as President of SEI AFO where he oversaw fund administration operations for the firm’s emerging managers segment. Additionally, Paul was a founding executive of Archway Technology Partners, acquired by SEI in 2017, where he was responsible for the outsourcing and back-office administration services for family offices, multi-family offices, hedge funds and private equity funds.

Paul is a graduate of Indiana State University and received his MBA from Indiana University. Paul also holds a CPA designation.

Erin Hulse
Founder
Deviate Consulting, LLC

Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.

Erin began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group. This included working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor focused on meeting the targeted mandates of large public pension funds, endowments and other institutional investors. Erin spent time with the Indiana Public Employees’ Retirement Fund, which administered and managed seven retirement plans as well as three non-retirement funds, focusing on achieving retirement security through operational and investment excellence.

In 2010, she joined Archway Technology Partners, LLC as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Erin led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations. She also became the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm.

Erin has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. She earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN.

Ryan Kerry
CEO
KnowLedger

Ryan Kerry is the CEO of KnowLedger. Ryan began his career in the investment technology space in the late 1990’s with Advent software after an introduction to the industry as a bond trader at Mellon Bank.  He joined Advent and progressed through roles of increasing breadth and complexity beginning in consulting, and advancing to consulting manager, customer engineering, data conversion, and Advent University.  With that experience and his client-focused acumen, Ryan was promoted to the role of overseeing the services side of Advent's lead application, APX (then called Axys 4.0).  
 
Ryan then joined a large Advent client, SEI, in a leadership role managing their Advent outsourcing solution segment which processed data for over 40 banks hosting and running Advent solutions for some of the largest banks in the industry.  With this experience  managing complex data and client service teams, Ryan chose to leave servicing larger organizations and start his own business, Accusource, which focused on the client space he had become partial to, family offices and registered investment advisors (RIAs).
 
The vision of Accusource was to provide white glove, high touch, outsourcing options for clients using Advent products.   Its reputation as a unique outsourcing option for bespoke needs attracted many family offices and complex RIA’s. Accusource was sold to another outsourcing specialist in Feb 2020.  
 
KnowLedger was spun off as a separate entity as Accusource was being sold.  It was developed and launched as an application inside of Accusource to streamline and translate custodial and other investment data into journal entries to post into clients' accounting systems.  
 
Ryan lives north of Philadelphia with his wife and two teenage daughters, and when he’s not running around with his daughters, he can be found following his other passion, bicycling.

Padman Perumal
Chief Executive Officer
Masttro Americas

Padman Perumal is the Chief Executive Officer of Masttro Americas. In this role, he oversees all aspects of the business in the Americas region while reporting directly to Masttro’s Founders. 

Padman is a seasoned business executive in the financial services and technology industry with an extensive track record of providing strategic vision, hands-on leadership, entrepreneurship and technical fluency to a wide range of businesses from startups to global financial services institutions. Padman is a real change agent with tireless passion for people and building teams with strong culture and purpose that consistently outperforms by delivering for all stakeholders including clients, employees and shareholders. 

Most recently, Padman was Managing Director and Transformation Executive for the Commercial Bank division of JP Morgan Chase where he was member of the Commercial Bank’s Operating Committee responsible for building the division’s transformation function. Padman conceptualized and delivered on a wide range of transformational initiatives including re-imagining the client onboarding model for institutional clients through simplification of coverage model, products, pricing and client service functions. 

Prior to joining JPMC, Padman served as Chief of Staff, Head of Strategy and Head of Platform Development for the Private Banking Americas business at Credit Suisse. In this role, Padman was responsible for the operating infrastructure and capabilities of Private Banking Americas and the enhancement of its client and advisor experience. He co-led the strategic redesign of the business with its CEO that generated the highest revenue growth in bank globally, while improving the user experience and reducing costs. Before joining Credit Suisse, Padman held various leadership positions. 

Ruchir Swarup
Chief Technology Officer
Addepar

Ruchir Swarup is the Chief Technology Officer at Addepar. He joined from BlackRock, the world’s largest asset manager, after serving for 19 years as Managing Director responsible for strategy, design and development of Post Trade capabilities of the firm's flagship Aladdin platform. He was also a member of BlackRock's Global Operating Committee. 

At Addepar, Ruchir oversees the company’s Data, Platform, and Product engineering teams. He is responsible for accelerating research and development across the platform, and spearheads the development of future products.

He spent the first 15 years of his career in Japan, serving in several technology leadership roles at IBM, Dell, Merrill Lynch, and BlackRock across the Asia-Pacific region.

Ruchir leads with his beliefs in building innovative financial technologies that support the fiduciary duty of advisors and democratizing access to sophisticated wealth management tools to further the industry as a whole.

He earned his Bachelor's degree in Computer Engineering from the Pune Institute of Computer Technology.
 

Mary E. Timmons
Chief Operating Officer
Northern Trust, Global Family and Private Investment Offices Group

Mary Timmons currently serves as the Practice COO for Northern Trust's Global Family and Private Investment Offices group (GFO). In her current role, Mary and her Team manage and oversee GFO’s operations and technology requirements and strategy including the innovation of new products and solutions for the business to ensure the delivery of institutional quality financial information, asset record keeping, integrated reporting and transactional support solutions allowing Clients to manage their global interests more efficiently and confidently. Additionally, Mary is leading and institutionalizing the group’s Business Process Review solutions for existing GFO clients and new prospects. Prior to her current role, Mary was Head of Asset Servicing for GFO. In that function, she managed the Client Service Support Team, New Business Consultants and Business Analysts as well as oversaw the Asset Servicing Product for GFO.

Mary started with Northern Trust in the Daily Valuation Group. In April 2006, she moved to Dublin to manage a Program to implement a Pan European platform that would support the current and anticipated growth of the Global Fund Services (“GFS”) business across Europe. As part of the Project, she relocated to London in September 2007 where she was responsible for the EMEA Transfer Agency Consulting Group within GFS.

Prior to joining Northern Trust as a Vice President in January 2001, Mary served as Director of Operations for ADP in Deerfield, Illinois for three years. Previously, she was a Manager at Bank One in Columbus, Ohio for six years and worked in the Internal Audit Departments at Continental Bank and Connecticut National Bank.

Mary received a B.S. degree in Finance from Indiana University and is a Board Member of Chicago Commons.

FOX Presenters:

Bill Sullivan
President

Bill Sullivan is the President of Family Office Exchange (FOX). He is a thought leader who understands the role that disruption and innovation will play in transforming our industry. He leads FOX in helping members to understand and plan for future transitions in the family enterprise, the family business, and the family office.​

Kent Lawson
FOX Technology Advisor

Kent Lawson is a key resource for FOX and leads endeavors focused on technology among other important deliverables to clients of FOX. Kent has spent over 25 years serving the wealth management community in a variety of roles. He has run his own organizations providing strategic leadership as a trusted advisor and has more than a decade of technology, vendor experience, and over 10 years at the executive level within a single family office. 

Mindy Kalinowski Earley, CMP, CFBA
Chief Learning Officer, FOX Family Learning Center^TM​