Leadership Team

FRT’s leadership is comprised of respected, experienced professionals that have garnered success at some of the world’s most prominent financial services, software, and investment firms.

  • ROB ADLER

    Chief Executive Officer

    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.

  • EMILY CHAVES

    Manager of Data Operations

    Emily Chaves is the Data Operations Manager at Financial Recovery Technologies focused on creating and executing operational strategies that allow FRT to quickly and accurately onboard new clients, maintain client data, process client data for claims, and lead the teams that carry out these strategies. 

  • MICHAEL COTTER

    Chief Revenue Officer

    As Chief Revenue Officer for Financial Recovery Technologies, Michael Cotter is responsible for global sales, marketing, customer success and business development.

  • MEGAN DRANE

    Controller

    Megan Drane is the Controller at Financial Recovery Technologies and is responsible for the overall financial health of the business by implementing strong financial controls and overseeing the books and records for FRT and all entities.

  • BRANDT ELLIOTT

    Head of Sales, Americas

    Brandt leads the North American sales team at FRT and is responsible for overall growth of the FRT business across North America.

  • TRICIA FALLON

    Head of Client Service

    Tricia brings over 25 years financial services industry experience to FRT where she leads our global team of client service professionals. 

  • EMILY FORTIN

    Associate Counsel

    Emily is primarily responsible for the Global Opt-In, Antitrust, and Opt-Out Monitoring services providing investors with the research and industry expertise required to make decisions regarding participation in litigation and other loss recovery opportunities.

  • KRISTA FULTON

    Director of Case Operations

    As the Director of Case Operations, Krista is responsible for the case processing teams, process improvement and operational efficiency initiatives, and implementation of new service delivery.

  • STEVE FUSTI

    Development Manager

    Steve Fusti is the Development Manager at Financial Recovery Technologies responsible for product development of both client-facing and internal applications and services, ensuring that code quality and security standards are met.

  • DAVE GRANGER

    Technical Project Manager

    Dave Granger provides Technical Project Management support at Financial Recovery Technologies, leading project teams through the software development life-cycle and ensuring smooth and efficient progress towards FRT’s application technology objectives. 

  • JEFFREY B KIRSTEIN

    Chief Operating Officer

    Mr. Kirstein is the Chief Operating Officer at Financial Recovery Technologies responsible for overseeing the class action claim lifecycle operations – from identifying relevant cases to reconciling all claim checks received.

  • MICHAEL LANGE

    Senior Vice President of Worldwide Litigation

    As Senior Vice President of Worldwide Litigation, Mike is responsible for helping clients navigate the challenges involved in evaluating litigation opportunities, analyze the risks and opportunities, and help them build a comprehensive shareholder litigation program and policy.

  • NELSON LEE

    Director of Technical Operations

    Nelson Lee is the Director of Technical Operations and is responsible for the daily development, security, and technical operations at Financial Recovery Technologies.

  • STEVEN LONGLEY

    Head of Corporate Development, APAC and Strategic Accounts

    With nearly 20 years of financial services experience, Steven is responsible for building strategic partnerships and growing the business in APAC.

  • CHRIS LOOBY

    Director of Operations

    As Director of Operations, Chris is largely responsible for overseeing various workflows within the operation, ensuring that processes are properly designed and are operating effectively at all times.

  • JEAN-LUC MARION

    Vice President of Engineering

    As Vice President of Engineering, Jean-Luc is responsible for all aspect of IT and product development at FRT

  • JOHN MENARD

    Head of Business Development, Plan Sponsors & Consultant Calling Program

    John brings over 25 years financial services industry experience to FRT where he leads our new business efforts with the retirement funds community.

  • MALAV MEHTA

    Director of Product Management

    Malav Mehta is the Director of Product Management at FRT. In this role, Malav is responsible for overseeing a team dedicated to designing and building technology product solutions to improve both the client experience and increase efficiency for our employees.

  • BRIAN MORAN

    SVP of Finance & Compliance

    As Senior Vice President of Finance & Compliance at Financial Recovery Technologies, Brian’s responsibilities encompass all finance, accounting, planning and compliance functions across the business.

  • KATHY MUMMA

    Vice President of Human Resources, and Employment Counsel

    Kathy Mumma is the Vice President of Human Resources at Financial Recovery Technologies.

  • CHARLIE PENDLETON

    SVP of Product

    As Senior Vice President of Product at Financial Recovery Technologies, Charlie is responsible for FRT’s Product Marketing, Product Management, and Legal functions across FRT’s product and service offerings.

  • TODD SANDERS

    Principal Software Architect

    As Principal Software Architect at Financial Recovery Technologies, Todd is responsible for FRT’s technical strategy and roadmap and as well as architecture planning and review. 

  • TERESA RONCERO

    Regional Manager, EMEA

    Teresa Roncero brings over 20 years of financial services industry experience to Financial Recovery Technologies where she heads up our Europe, Middle East & Africa (EMEA) business growing FRT’s EMEA business, forging strategic partnerships, and building our sales and service team.

  • JENN ROTHENBERG

    Head of Marketing

    Jenn Rothenberg is Head of Marketing at Financial Recovery Technologies and is responsible for brand-focused initiatives, lead generation, events, corporate communications, and digital campaigns.

  • KIM SMITH

    Head of Business Development, Custody

    As the Head of Business Development for Custody, Kim is responsible for overall growth in the custody and trust space, as well as strategic partnerships. 

  • ALEX WATLER

    Product Manager

    Alex Watler is a Product Manager at Financial Recovery Technologies responsible for managing FRT’s suite of solutions and bringing new products and services to market.

Directors & Advisors

  • HOWARD L. WOLK

    Chairman

    Howard Wolk is the Co-President of The Cross Country Group

  • F. MEADE REYNOLDS

    Senior Advisor

    F. Meade Reynolds is the Managing Director and Global Head of Fund Services for Brown Brothers Harriman & Co

  • JAMES P. PALERMO

    Senior Advisor

    Jim Palermo is a Founding Partner at Breton Capital Management

  • DAVID LAMERE

    Senior Advisor

    David Lamere has over 30 years’ experience leading the strategic efforts for wealth management firms

  • THOMAS O. JONES

    Senior Advisor

    Thomas Jones is a senior member of the advisory board for Financial Recovery Technologies

WANT TO LEARN MORE?