Aliter was founded based on its core definition, ‘In Another Way.’ Aliter Investment Services was developed in response to the market need for more efficient consulting engagements that meet or exceed their target dates while still delivering high quality deliverables. The types of engagements include business strategy and transformation efforts, complex technology initiatives, regulatory change, and large market changing events such as outsourcing or acquisitions.
- Initiated in 2015 by experienced industry leaders, each with 20+ years of industry experience
- Focused on the investment management industry with product expertise in mutual funds, hedge, pensions, endowments, private equity, real estate
- Extensive industry experience and deep content knowledge with hands on industry experience
- We offer pricing and resource flexibility to staff engagements of all sizes
- Deploy proven methodologies and success stories in delivering on time
- Ability to support local resources and minimize travel and out of pocket expenses
- Industry qualifications including Six Sigma, Lean, Project Management Professionals (PMP), Agile Management and Development (Scrum)
Executive Management Team
Dan is a founding partner of Aliter Investment Services and is primarily responsible for running Business Development and driving the overall growth for the firm. Dan has worked globally with many of the largest fund companies and pension plans in the investment services industry. He has held senior leadership roles specializing in the development of critical investment business solutions at Sentinel Financial, Ceres Partners, eSeclending, State Street Corp., Chase Manhattan and The Boston Company. Dan understands how to lead and scale businesses and develop and nurture senior strategic relationships and partnerships in the asset management/ servicing space. His vast experience leading major investment services outsourcing initiatives and advising asset managers, pension funds and offshore fund groups as a consultative and trusted problem-solver spans over 25 years.
Dan proudly served on the Expect Miracles Foundation / Mutual Funds Against Cancer Board of Directors for ten years. He earned his Juris Doctor at Suffolk University School of Law and was admitted to the Mass Bar in 1992. He received a degree in Business Management at Bentley University.
Keith is a founding partner of Aliter Investment Services and is primarily responsible for client service delivery and oversight. He is a leader in the financial services industry and has held management and executive roles at State Street, Beacon Consulting Group (acquired by Accenture) and Navigant Consulting. Keith is an operations and technology expert with experience managing strategic projects for industry-leading service providers, asset managers and owners. His services focus on business and operations transformation, technology strategy and implementation, risk and compliance, and outsourcing. Keith is an expert in the asset servicing business including mutual funds, hedge, pensions, private equity, real estate, and insurance products.
Keith advises the world’s top financial institutions on successfully planning and implementing their operations and technology transformation initiatives. He leads large engagements, helping clients implement their corporate strategies to grow their business. His extensive experience in leading technology and operations initiatives for investment management organizations and service providers has allowed him to become a trusted advisor and subject matter expert for his clients as well as an innovator to the financial services community.