Robert Gartland, Chairman and Managing Partner
Mr. Gartland was a former Managing Director at Morgan Stanley with more than 30 years of experience in Financial Services. During his career, he was the Executive in charge of the Firmwide Profit Improvement Initiative; Head of Global Infrastructure for the Fixed Income Division; Head of Morgan Stanley Services Business; Head of Global Information Systems; Head of Finance, Administration and Operations in Europe; Vice President of Money Cashiering Operations and Manager of Financial Planning.
Mr. Gartland was a partner at Vietnam Partners LLC (2008-2010) and is a senior advisor to FPT Software, a Vietnamese technology company. He is currently an Independent Trustee of the Fidelity Mutual Funds. He was also a member of the Board of the National Securities Clearing Corporation, Southwest Securities Corporation, the Board of Directors of Trade Web LLC, and the Board of OMGEO. Bob received a MS in Industrial Engineering from Columbia University and a BS from Hofstra University.
Al Mellina, Chief Executive Officer and Managing Partner
Mr. Mellina has extensive experience consulting to the Financial Services Industry. He was a Partner at KPMG/BearingPoint for over 12 years where he formulated and managed a global exchange practice; led numerous operational and technological engagements; conducted both IT and Business Strategy workshops; developed and implemented new product offerings for KPMG/BearingPoint’s Alliances Partners such as Avaya; and was the Global Relationship Partner for Morgan Stanley and Credit Suisse.
As part of the executive management team of both CP Technology and Micrognosis, Al led the sales organizations, built a consulting division and managed the support groups that sold Market Data Distribution Systems to more than 25 Financial Institutions worldwide.
Mr. Mellina holds a BS in Physics and an MBA from Iona College. He commenced his career at Grumman Aircraft as a Lunar Module Project Engineer associated with the Apollo Project. He is currently an Adjunct Professor of Management at Vaughn College of Aeronautics and Engineering.
Al leads the Innovation and Incubation (i2) Practice at Gartland and Mellina.
Tim Cooke, Partner and Wealth Investment Management Practice Lead
Mr. Cooke has over 16 years experience in large-scale program management, middle and back office operations automation and outsourcing, business process improvement, financial management, international business strategy and large scale systems integration.
He has extensive product and service experience in Mutual Funds, Retail Brokerage, Capital Markets, Private Banking, Personal Trust, and Regulatory Compliance. Mr. Cooke has led many large scale engagements at top-tier broker / dealers, investment managers, wealth managers, custodian banks, and clearing firms.
Prior to joining Gartland and Mellina, Tim served 8 years at KPMG/BearingPoint. Past industry employers include T. Rowe Price, State Street Corp, Liberty Mutual Group, and Alex. Brown & Sons. In 2006, he became a certified SimCorp Dimension implementation specialist. Mr. Cooke has an MBA from Boston College.
John Gustav, Partner and Financial Services Strategy and Solutions Practice Lead
Mr. Gustav has over 19 years experience in business and operational strategy, product strategy and rationalization, large-scale program management, middle and back office outsourcing, process and efficiency improvement, and financial modeling and analysis. His financial services industry experience spans asset management, brokerage, mutual funds, private banking, personal trust and regulatory compliance. John is both a tactical and strategic thinker with excellent research and analytical capabilities. He has broad product knowledge covering institutional separate accounts, mutual funds, annuities, OEICS, SICAVs, FCPs, direct real estate investing, Private Equity, Hedge Funds, and Fund of Funds. He is a graduate of the University of Southern California with a BS in Business Administration and an MBA in Investments. John holds the Chartered Financial Analyst designation and has previously held the FINRA Series 6, 7 & 63, as well as the California Life and Health Insurance Licenses. In his free time, John enjoys following USC Trojan Athletics and going on various excursions with his wife and son.
Gerard Tallarido, Partner and Capital Markets Practice Lead
Mr. Tallarido has more than 20 years of experience in the Financial Services Industry. He has held executive positions within some of the Major Financial Institutions and Consulting Companies including: Oppenheimer & Co., Nikko Securities, LaCrosse Global Fund Services, KPMG/BearingPoint and Capco.
Gerard’s industry experience includes managing the operations functions of the middle and back offices of the Fixed Income, Equities and Mutual Funds divisions including: Government Bond; Mortgage Backed Securities; Corporate Bonds; Municipal Bonds and Euro-Bonds. As a Program Manager and consultant he has supported the New Account Set-Up, Trade Processing, Clearance and Settlement, Custody, and Compliance initiatives for his clients.
Some specific experiences include ensuring compliance of a firm’s policies and procedures with regards to trade processing and cash movements; assuring that the 15-c-3 compliance mandates relating to possession and control were met; and overseeing all aspects of several reconciliation processes.
Bharat Sawhney, Managing Director
Mr. Sawhney has over 12 years of experience in operational and product strategy, large scale integrations, outsourcing, regulatory, operational and technological transformation and change management. He has broad product knowledge in Mutual Funds, Insurance, Annuities, Alternative Investments and Unit Investment Trusts. His most recent effort includes leading a large scale integration between two broker dealers and defining the target operating model for a large investment bank.
Prior to joining Gartland & Mellina Group, Mr. Sawhney spent 5 years at BearingPoint (formerly KPMG Consulting) serving the buy-side and sell-side institutions. He has advised Investment Banking, Investment Management and Mortgage companies on tactical and strategic transformation efforts.
Mr. Sawhney has also worked at Morgan Stanley in Private Wealth Management servicing the High Net Worth client segment of the company. In addition to his industry experience, Mr. Sawhney is trained in Six Sigma (Green Belt) and fluent in five languages – Hindi, English, Arabic, Urdu, and French. He holds a BS in Business Administration from Washington University in St. Louis and a MBA from Cornell University.
Kavita Nar, Managing Director
Ms. Nar has over 10 years of experience in Financial Services, specifically in Wealth and Investment Management. Kavita has in-depth business knowledge and project management experience from small to large implementations across multiple asset classes including Operations, Business and Technology. She has domain expertise in Packaged Investment Products such as Mutual Funds, Money Market Funds, Advisory Accounts, Performance Reporting, Alternative Investments, and AML Compliance.
At Gartland and Mellina Group, Ms. Nar has worked with Top Tier Financial Services clients as a trusted advisor to facilitate the planning and execution of various strategic client initiatives including several large scale Broker Dealer Integrations, Process Reengineering, Operations and Business Strategy, Systems Integrations and Enhancements as well as Outsourcing. Prior to joining Gartland and Mellina Group, Ms. Nar spent 4 years at KPMG/BearingPoint.
Kavita graduated from George Washington University with a degree in Finance and International Business. She also holds her Project Management Certification (PMP) and is fluent in four languages – English, Hindi, Gujrati and Spanish.
Chris Grotz, Manager
Mr. Grotz has over 12 years of combined consulting and industry experience in the areas of project management, middle and back office operations across mutual funds and retail brokerage. He has managed several cross-organizational projects focused on business process improvement, compliance, and large scale integrations. He has broad product knowledge and experience in Mutual Funds, Performance Reporting, and Unit Investment Trusts. At Gartland and Mellina, he has served as the lead UAT (User Acceptance Testing) Project Manager for multiple product groups during a large scale integration between two broker dealers.
Prior to joining Gartland and Mellina, Chris spent 4 years at BearingPoint (formerly KPMG Consulting) working on several process improvement projects within Wealth and Investment Management and Prime Brokerage. Prior to his time at BearingPoint, Chris spent 6 years at T.Rowe Price working in middle and back office Operations.
In addition to his industry and consulting experience, Chris obtained his BS in Business from Virginia Tech and his MBA from Loyola College in Baltimore, Maryland.