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.
Albert J. 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.
Timothy 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.
Eric Blackman, Partner and Regulatory and Compliance Practice Lead
Mr. Blackman has more than 20 years of financial services experience in management consulting, corporate and capital markets strategy, equity trading, regulatory compliance, risk management and control, cost take-outs, acquisition due diligence, business process re-engineering, program and project management and enterprise data management.
Prior to Gartland and Mellina, Eric spent eight years as an internal consultant for BYN Mellon, Bear Stearns Asset Management and Morgan Stanley driving strategic efforts which were intended to grow revenues, increase efficiencies and reduce costs. Prior to Morgan Stanley, Eric spent three years at KPMG Consulting focused on advisory and implementation services for front and back office projects. Prior to KPMG, Eric worked for three years at OptiMark Technologies in various capacities as an equity trader, business analyst and system advisor to the specialists and market makers on the Pacific Stock Exchange floors, NASDAQ, and various buy & sell-side trading desks. Eric began his career at Donaldson, Lufkin & Jenrette in the Retail Brokerage division.
Eric is a graduate of Muhlenberg College with a B.A. in Political Science. He has previously held the Series 7, 63 & 55 licenses and is a member of the Association for Strategic Planning (ASP), Association of Internal Management Consultants (AIMC), Financial Services Business Transformation Roundtable (FSBT) and The Data Management Association of NY (DAMA-NY). Eric is a frequent speaker at Capital Markets conferences and Compliance/Regulatory impact forums. Eric is also a contributing author to the recently released “The Capital Markets: Evolution of the Financial Ecosystem (Wiley Finance).”