InvestTech Welcomes Two Senior Managers To The Enterprise Data Management (EDM) Team

7 October 2013

InvestTech Systems Consulting, LLC, a leading provider of investment operations, technology and data management services to asset management firms worldwide, has announced that it has strengthened its Enterprise Data Management (EDM) Team with the addition of two senior practice managers in David Sohl and Mick Cartwright.

David Sohl brings over 18 years of experience delivering EDM solutions and services to a wide variety of clients across the globe. Prior to InvestTech, David served as Chief Information Architect at BP, where he led strategy and architecture for EDM across the global commodity trading group. Prior to BP David was a Senior Principle at Knightsbridge where he focused on large, complex data architecture projects. David has deep experience in the entire EDM lifecycle including governance, metadata, data integration / virtualization and reporting services. He has also developed EDM strategies and roadmaps for multiple large corporations, served in several enterprise architecture roles, and performed senior leadership responsibilities in data management consultancies.

Mick Cartwright has over 15 years of experience in the investment technology industry working with leading investment management firms. He has a deep understanding of front, middle and back office data management best practices and architecture design. Over the past several years, Mick has become one of the leading Markit EDM (Cadis) industry consultants and has designed and deployed a wide range of complex Markit EDM data management solutions, including MDM, security and issues masters, market pricing and data integration solutions. He serves as a Markit EDM training resource for North America. Mick holds a Certificate in Investment Performance Measurement (CIPM) and has expertise with performance measurement, attribution and portfolio analytics, having spent over 10 years as a development manager and consultant at StatPro.

“We are very pleased and excited to have both David and Mick as part of our team," said Jeremy Hurwitz, Founder and President of InvestTech. “They bring additional depth and breadth to our EDM team as well as a fresh external perspective from the complex worlds of energy trading, risk management, and performance measurement. InvestTech has developed a very strong market presence through our strategic EDM Framework and our deep implementation knowledge of the leading data management vendors and service providers. Over the past five years we have been selected to provide EDM consulting services to the largest mutual, insurance, pension, hedge and advisory buy-side firms. Through these engagements, we have evaluated, selected and installed a wide range of the leading EDM products and services, providing us unique insights into the trends and developments on the investment EDM horizon.” Jeremy added, "We expect to continue to expand our EDM team and we look forward to providing our clients an increased level of expertise and guidance in solving their complex EDM data lifecycle demands.”

As a leading investment technology, operations and data management consulting firm, InvestTech has a proven track record of designing and implementing data strategy optimized for each unique client. Leveraging their proprietary EDM Framework and Maturity Model, as well as their team of Markit EDM (Cadis) certified consultants, InvestTech has successfully worked with and designed data governance, strategy and implementations for the leading financial services and insurance companies in North America.

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