When you partner with Citisoft, you gain access to the industry’s leading technology and operations experts

Our management team takes a hands-on approach to client success.

When your program involves executive stakeholders, you need access to senior advisory leadership. At Citisoft, our management team is dedicated to achieving results by working with you every step of the way. From evaluation to post-implementation, our seasoned leaders are on hand to provide oversight, guidance, and thought leadership to your team.

Paul Migliore

Global Chief Executive Officer

Paul has over 32 years’ experience providing asset management strategic, systems, and operations services to the world’s leading investment management companies. Prior to joining Citisoft, he was the lead partner with PwC Consulting (IBM Global Business Services) and was responsible for its US Investment Management practice. Paul has extensive business and systems expertise in all areas of asset management operations and still participates in many of Citisoft’s strategic engagements as a subject matter expert and client relationship partner. He is actively involved in industry conferences and is called upon as a thought leader to provide general trends and perspectives on the current state of the investment management industry.

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paul migliore portrait

Tom Secaur

Global Chief Operating Officer

Tom has been instrumental in the rapid growth of Citisoft’s asset management consulting brand since it joined with The Rowan Group in 2002. He has responsibility for corporate functions including business development, operations, client relationship management and practice development. During his tenure with Citisoft, Tom has managed operations and technology transformations ranging from strategic initiatives to evaluation/selection and implementation programs. Tom has amassed extremely deep knowledge of front-, middle-, and back-office processing, with a particular focus on investment accounting, client reporting, data management, middle-office outsourcing, and performance measurement. He is a frequent contributor to industry thought leadership and speaks at conferences globally, leveraging his expertise on a wide range of investment management topics.

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tom secaur portrait

David Bates

Managing Partner

David Bates is Managing Partner of Citisoft's North America business and part of the executive management team responsible for Citisoft’s operations. With over 19 years’ experience servicing the asset management industry, he has a long track record of developing operational and technology strategies and leading complex transformation initiatives. David has experience working with investment firms, asset owners, hedge funds, and insurance firms with a focus on aligning technical and operating capabilities to business objectives. He began his consulting career in the US Investment Management Practice at PwC.

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Ben Keeler

Managing Director

Ben Keeler is a Managing Director with over 20 years of experience in asset management and consulting. He leads partnerships with investment managers, supports the advisory needs of Citisoft’s global client base, and helps C-level executives make informed decisions on technology and operations direction. Ben is a recognized industry leader on topics including technology strategy, operating models, investment operations outsourcing, data management, and front-office technology. His extensive delivery experience allows him to offer pragmatic solutions and counsel industry leaders.

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Colleen Devine

Managing Director

Colleen has over 27 years of experience transforming the operation of the industry’s largest global investment managers and service providers. She has a wealth of IT project management and operations knowledge and a record of excellence in program and complex project management. Colleen has delivered successful largescale programs for system selections and development and implementation for trading, investment accounting, performance, tax reporting, and data warehouses. Prior to joining Citisoft, she served as a consultant in the US Investment Management Practice at PwC.

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Christine Knott

Managing Director

Christine Knott is a Citisoft Managing Director with over 29 years of experience in consulting and maintaining client relationships for the investment management industry. Christine supports the advisory needs of Citisoft’s global client base and is responsible for growing the North American consulting practice with a specific focus on the Canadian marketplace. She has strong analytical, mathematical, technical and project management capabilities and superior track record in creating new teams, new processes and new services.

From the Top

“We may be a small company, but we service our clients better than the big firms because of our single focus on their business. Our top priority will always be our clients and the results we achieve for them."

Paul Migliore, Global CEO


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