Management

+Rob Adler - Chief Executive Officer
 Rob is an experienced, hands-on, entrepreneurial leader with a track record of success. Over twenty years he has co-founded four technology companies, and remains an active advisor, investor, and mentor for several Boston-area growth companies. As Chief Executive Officer of FRT, Rob oversees an industry-leading team with proven expertise at recovering assets for eligible investors in securities class action settlements. Previously, Rob co-founded CCBN and served as its President from the company’s inception in 1997 until its sale to Thomson Financial in 2004. CCBN was a pioneer in enabling direct communications between public companies and the investment community over the Internet. The company’s popular StreetEvents product offered a calendar of events for professional investors and became a staple on the desktop of the investment community. CCBN brought many Web-based and compliance-related innovations to market, including live webcasting and full-text, real-time transcription of thousands of corporate earnings calls every quarter. Rob graduated with a BA from Brown University and an MBA from Harvard University, where he was a Baker Scholar.
+Jeffrey B. Kirstein - Chief Operating Officer
Jeff Kirstein

Mr. Kirstein is the Chief Operating Officer at Financial Recovery Technologies (FRT). Previously, he was the Director of Operations for Flagg Street Capital LLC, a long/short opportunistic value hedge fund. At Flagg Street, he had substantial daily involvement with prime brokers, fund administrators and legal counsel. He was responsible for the preparation and presentation of data directly to portfolio managers and annual reporting (both client and tax). Prior to Flagg Street, Mr. Kirstein was a financial consultant for the wealth management group Sage Financial and an equities trader for Heartland Securities. He received a BS in Economics from the Wharton School, University of Pennsylvania, with concentrations in Accounting and Finance.

+Michael Cotter - Chief Revenue Officer
Michael Cotter

As Chief Revenue Officer for Financial Recovery Technologies, Michael Cotter is responsible for global sales, marketing, customer success and business development. With over 25 years of experience, Mike joins FRT after leading the Corporate Solutions at Nasdaq, Inc. where he was responsible for managing all aspects of the Corporate Solutions business, including strategy, product development, sales, service and operations. Prior to Nasdaq Inc., Mike held senior leadership positions at Thomson Reuters, CCBN Inc., FreeMarkets, Inc., IBM and Lotus Development Corporation. Mike has a degree in Management Information Systems from the University of Massachusetts and an MBA from the University of Texas at Austin.

+Mark Bouchea - Senior Vice President, Product
Mark Bouchea

Mr. Bouchea has over 15 years of product management and development experience and has been in the financial services field since 1995. Prior to joining FRT, Mr. Bouchea was responsible for leading the global product management function at Omgeo, an operations expert automating trade lifecycle events. Mark’s role included new opportunity analysis, product strategy, program management, reporting and overall product expertise across all services. His team was responsible for developing product roadmaps in tandem with regional and global industry needs, while overseeing the collection and definition of market requirements across key initiatives. Before Omgeo, Mr. Bouchea held product positions with Thomson Financial, Fidelity Management & Research and CCBN. He received a Bachelor’s Degree in Political Science from Stonehill College and an MBA from Boston University.

+Brian Moran - Vice President, Finance

As Vice President of Finance at Financial Recovery Technologies, Brian’s responsibilities encompass all finance, accounting, planning and compliance functions across the business. Prior to joining FRT, Brian spent over four years at Drax Biomass Inc., a renewable energy start-up that manufactures and sells wood pellets for displacement of coal-powered electricity generation. Brian built and held many senior roles in DBI’s finance function and also led Corporate Development & Strategy, helping to grow the business from a 10-person start-up into the 2nd largest N. American industrial wood pellet producer, with 1.5 million tons of annual production, four industrial facilities and over 200 employees. Brian also spent over six years in Bain Capital’s Private Equity Finance group and three years as an external auditor with KPMG. He holds both a Bachelor of Science degree in Business (Finance and Accounting concentrations) and a Master of Science degree in Accounting from Boston College. Brian is a MA-licensed CPA and a CFA Charterholder.

+Steven Longley - Senior Vice President, Corporate Development

Mr. Longley brings a strong track record of building technology solutions and managing teams that help financial firms improve efficiency and drive operational excellence. As SVP of Corporate Development, Mr. Longley is charged with building strategic partnerships that drive FRT’s revenue growth. Prior to FRT, Mr. Longley was Global Head of Business Development and Strategy for the Reuters editorial division of Thomson Reuters, responsible for driving third party partner contributions to the Reuters Insider product, a multimedia news platform for the financial markets. Mr. Longley previously held senior sales positions at Thomson Reuters, offering investor relations and capital markets solutions to public companies while consistently ranking among the top performing sales executives on their global team. He began his sales career with CCBN, helping to make webcasting of earnings conference calls the industry standard for Investor Relations. Mr. Longley received a BA in Economics from Trinity College and an MBA from the UCSD’s Rady School of Management executive program.

+Kathy Mumma - Vice President of Human Resources, and Employment Counsel

Kathy MummaKathy Mumma is the Vice President of Human Resources at Financial Recovery Technologies.  Prior to joining FRT, she spent more than a decade in private legal practice, counseling clients on employee relations issues, advising clients with respect to the development of sound employment policies and practices, and representing clients in employment-related litigation before courts and administrative agencies.  In addition to her employment practice, Kathy also has experience defending securities class actions and responding to SEC investigations.  Prior to her legal career, Kathy provided technology implementation services to higher education clients, then subsequently ran the talent acquisition function at a technology consulting firm.  Kathy received her AB in Psychology from Harvard College and her JD from Harvard Law School.  She is currently the Clerk of Grace Episcopal Church in Medford and serves as chair of the Oversight Committee for GraceWorks Childcare.

 

Directors & Advisors

+Howard L. Wolk, Chairman

Howard Wolk is the Chairman of Financial Recovery Technologies (FRT) and the Co-President of The Cross Country Group (CCG), a privately held organization consisting of emergency assistance, direct marketing and customer service businesses serving Fortune 1000 clients. He began his career at Simpson Thacher & Bartlett LLP, where he participated in a number of corporate finance, merger and acquisition and joint venture transactions. He joined the White House as Associate Counsel for the transition team during the Clinton Administration, vetting candidates for positions in the Departments of Treasury and Justice. Mr. Wolk received B.A. and B.S.Ec. degrees from the University of Pennsylvania, a J.D. degree from Columbia Law School and an M.P.A. degree from Harvard’s Kennedy School of Government. He is a member of the Massachusetts, New York and DC Bar Associations. He is an Overseer of the Beth Israel-Deaconess Medical Center, a member of the Board of Visitors of Columbia Law School, and a member of the Board of Directors of Satellife, an international healthcare information services non-profit that supports community health organizations in Sub-Saharan Africa and elsewhere.

+Thomas O. Jones, Senior Advisor
Thomas Jones is a senior member of the advisory board for Financial Recovery Technologies (FRT) and works actively with FRT on a wide range of strategic and business issues. He was a co-founder of Epsilon, the nation’s leading database marketing company, and served as its CEO until it was acquired by American Express. A graduate of MIT and Harvard, he has taught on the full-time faculty of both the Harvard Business School and MIT’s Sloan School. Mr. Jones is featured in a number of HBS Publishing products, including the Harvard Business Review. He is a recognized expert in the area of customer loyalty and personalized marketing and speaks widely on issues relating to organizational innovation and transformation.
+David Lamere, Senior Advisor

David Lamere has over 30 years’ experience leading the strategic efforts for wealth management firms. Currently, David is a board member for Big Brothers Big Sisters of Massachusetts, Beth Israel Deaconess Medical Center and Babson College. Most recently, Mr. Lamere was hired to create and build the Private Wealth Management business for Fidelity Investments and served as President of the group focused on providing a full range of investment management, asset allocation, product, trust and other administrative capabilities to high-net-worth clients. Previously, Mr. Lamere served as Chief Executive Officer at BNY Mellon Wealth Management and was a member of The Bank of New York Mellon Corporation’s Executive Committee which identified the company’s strategies and policies. David oversaw the day-to-day operations of the division and was also responsible for the company’s on-going wealth management strategy. In addition, he led the integration of the Mellon and BNY legacy private wealth businesses and merging their respective mutual fund families into one. Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon’s Private Wealth Management group where he led Mellon’s private client services. He was responsible for coordinating all of Mellon’s nationally recognized investment, wealth management and private banking services. Mr. Lamere holds a Bachelor of Science degree from Babson College.

+James “Jim” P. Palermo, Senior Advisor
Jim Palermo is a Founding Partner at Breton Capital Management, LLC, a special situation private equity investment management firm. Jim began his career as a Financial Analyst and Accountant for the General Motors Corp. and later held Sales Management positions at Dancorp, Inc. He joined Mellon Financial Corporation in 1986, eventually becoming the Chief Executive Officer of the Asset Servicing group, continuing that role when Mellon Financial Corp. became Bank of New York Mellon in 2007. In 2010, Jim became the CEO of Global Client Management at BNY Mellon, responsible for the growth and enterprise-wide strategic partnership development of 900 complex global clients. In the past, Jim has served as the Vice Chairman of BNY Mellon and a member of its Executive Committee, as well as Chairman of BNY Mellon New England. Jim was also a Board of Directors Member for CIBC Mellon, Eagle Investments, ABN AMRO Mellon and the Americas Society. Mr. Palermo also served on the Board of Directors and as the Chairman of the Compensation Committee for the YMCA of Greater Boston.
+F. Meade Reynolds, Senior Advisor
F. Meade Reynolds is the Managing Director and Global Head of Fund Services for Brown Brothers Harriman & Co. Meade is responsible for fund accounting, fund administration, alternative investments, and global custody client service for BBH’s clients worldwide. Mr. Reynolds began his career at BBH in 1994 as a Section Head of the Corporate Actions Department. In 1997, Mr. Reynolds moved to Luxembourg and became Head of the Global Custody and Fund Accounting Client Service Group of BBH Luxembourg. Mr. Reynolds returned to BBH Boston in 1999 where he served as Relationship Manager in Investor Services prior to joining the Client Service Group. Mr. Reynolds has held previous positions at The Boston Company and Mellon Trust in their Global Custody Divisions.

+Steve Roycroft, Senior Advisor
Steve Roycroft is an accomplished business leader with over 20 years of operating experience that ranges from launching start-ups to running multi-billion dollar global enterprises. He is currently the CEO of RANE (Risk Assistance Network & Exchange), an information and advisory company serving the enterprise risk management market. Earlier in his career, Steve led the sales and commercial efforts for CCBN (Corporate Communications Broadcast Network), a pioneering network-based financial information and technology company. After seven years of rapid growth, CCBN was successfully sold to Thomson Reuters and became part of its Corporate Services division. Over the next eight years, Steve led this division serving as the Global Managing Director. During that period, the business substantially scaled to serve more than 7,000 companies globally with information and workflow solutions for finance, compliance, research and communication professionals. Steve then went on to lead the day-to-day operations of inVentiv Health Commercial, a diversified information, technology, and services company serving the global life sciences and healthcare market. He has extensive experience in building and commercializing businesses in the financial services, technology, healthcare, and media industries. Steve is a graduate from Stonehill College with a B.S. in Business Administration.