March 12, 2015 | Archer, the Complete Investment Management Solution
Investment Management Industry Veteran Represents Multi-Channel Supplier
Berwyn, PA (March 12, 2015) - Matthew M. Caulfield, a 25 year veteran of the investment management services industry, has joined Archer as its Senior Vice President, Business Development. Caulfield has represented premier players in the asset servicing business, including PNC, BNY Mellon and JP Morgan.
"Matt is an accomplished problem-solver in the investment management servicing business. He understands the issues facing investment management firms, and he has a proven ability to identify opportunities for asset growth in mid-sized firms," said Bryan Dori, CEO of Archer. "We're proud that Matt has chosen to join the Archer team."
Caulfield began his career in asset operations for US Trust. From there, he built his reputation of working with clients to develop benefit-centered solutions that complement asset managers’ growth and client service objectives across the entire investment operations continuum.
Caulfield explains his decision to join Archer: "Investment managers have a keen focus on reducing costs and improving margins while balancing product diversification, compliance, and channel management. The Archer team has spent the last fifteen years simplifying the entire investment management process across a single investment book of record (IBOR). With nimble technology and flexible right sourcing solutions, Archer is well positioned to help asset managers meet growth objectives and improve profitability."
Caulfield will work from Archer's Berwyn, PA and New York, NY offices.
Archer is a technology and services innovator for the investment management industry whose clients manage more than $1 trillion in assets. Archer offers simplified technology solutions and selective operations outsourcing which give investment managers stable and controllable infrastructure to facilitate growth.
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