The QUODD Team

QUODD is a Financeware company, the industry’s leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience. Financeware’s portfolio companies, QUODD, VMS and Wealthcare, play leading roles in wealth management, fintech, financial advisory, retirement services, data management, broker-dealer and corporate finance.

Our Leadership

Bob Ward
With over 20 years of financial technology experience, Bob is focused on accelerating revenue growth and advancing the market penetration of all Financeware products. Bob was the former COO of SunGard’s Wealth Management business which includes a range of solutions and services targeted at advisors, banks, retirement providers, broker-dealers and corporations. Prior to his Wealth Management role, Bob was the COO of SunGard Transaction Network (STN), now known as SunGard Global Network (SGN), where he played a significant role in SGN’s growth from a start-up to one of the largest global financial services networks in the world.
Marguerite Peters
Marguerite is responsible for overseeing operations and technology across all data products. Marguerite has more than 25 years of experience in the financial services industry, specifically in brokerage, retirement and trust operations, as well as client delivery of services and software. Prior to joining VMS, Marguerite held executive leadership positions at Backstop Solutions Group and SunGard.
Angie Abernathy
With 25 Years of industry experience, Angie brings a wealth of knowledge in the Financial Data Services space. Before founding QUODD in 1999, she was on the Institutional Client Service Team at Montgomery Asset Management in San Francisco, working specifically with institutional clients, investment management consultants and prospects across all investment disciplines. At QUODD, Angie’s responsibilities include acting as chief liaison between the development team and QUODD’s clients and partners, managing all vendor relationships and exchange relations, works with sales team on all opportunities and client implementations as well as training and overseeing QUODD’s customer support staff.
Dennis Cassidy
Dennis has served as Chairman, Chief Executive Officer, and Chief Information Officer for QUODD Financial Information Services for the past 14 years. In addition to CEO responsibilities, Dennis was responsible for strategic planning, technology, systems, applications and data center infrastructure. During his tenure, QUODD's revenue increased by over 700 percent. Prior to QUODD, Dennis was the Chief Information Officer and Operating Committee member at Tucker Anthony Sutro Securities from 1994 - 2003. Dennis was responsible for rebuilding the entire IT infrastructure for clearing, trading, market data and networks coast-to-coast with hub sites in Boston, New York, San Francisco and 100 branch offices at a 40% cost reduction over the original IT budget. He also helped in the acquisition and the sale of Tucker Anthony Sutro for $800 million.
Cort Williams
Cort is responsible for driving data product strategy for Financeware. Prior to joining Financeware, Cort was SVP and Commercial Director for Informa Business Intelligence where he was responsible for overall business development and strategy for the Americas. Prior to Informa, he was EVP Sales and Marketing for SIX Financial where he had responsibility for all revenue generating activities in North and South America and led the Americas product and marketing groups. Cort spent much of his career at Interactive Data, where he was President, Institutional Sales and led all revenue functions for the firm in North America. Prior to this role, Cort led both third party distribution and partnerships as well as establishing and managing Interactive’s global major accounts group worldwide. He also ran strategy and acquisitions for the Institutional group for the firm and oversaw 5 acquisitions over that time.
Rohtas Handa
Rohtas has 20+ years of sales and sales management experience selling financial analytics, financial data and investment products working for firms like MSCI BARRA, FTSE Russell, and Concordia, a multi-strategy Hedge Fund. Prior to joining QUODD, Rohtas was Head of Institutional Sales at MPI, a fin-tech analytics firm focused on helping Asset Management firms with distribution, and the Advisor and Wealth Management community with selection of investment products. Rohtas has worked with a wide range of client segments throughout his career covering Asset Managers, Hedge Funds, ETF Managers, Asset Owners and Advisors. During his career he has been instrumental in helping achieve top-line growth by implementing a focused and efficient sales plans.

Financeware Board Members

Jim Ashton
Previously, Jim was a Division CEO for SunGard's Financial Systems division, a $2.5 billion business with 13,000 employees worldwide. During his tenure, the division grew top line 40%, from $2.0 billion to $2.8 billion and EBITDA 43%, from $400 million to $700 million. While at SunGard, Jim also led software and service businesses and in the areas of Wealth Management, Insurance, Corporate Treasury, Trading, Risk Management, Brokerage and Consulting Services. He also sponsored and integrated approximately 40 key acquisitions and played a key role in SunGard's 2005 $11.5 billion leveraged buyout with a consortium of private equity firms including TPG, SilverLake, KKR and Bain. Prior to SunGard, Jim held senior management positions at Premier Solutions Inc., a Safeguard Scientifics technology company that was acquired by SunGard in 1997. He began his career at EDS in Dallas where he held various technical, sales, and managerial positions during a span of 10 years. Jim is currently on the Board of Directors of Archer, Wealthcare Capital Management, Magna5, USPack Logistics and AG Delta of Singapore.
Bob Greifeld
Bob is a co-founder of North Island Ventures and Chairman of Virtu Financial, Inc. He previously served as Chairman of the Board of Directors of The Nasdaq Stock Market LLC (“Nasdaq”) until May 10, 2017 and as Chief Executive Officer of Nasdaq from 2003 to 2016. During his tenure, Bob led Nasdaq through a series of complex, innovative acquisitions that extended the company’s footprint from a single U.S. equity exchange to a global exchange and technology solutions provider, nearly quadrupling revenue, growing annual operating profits by more than 24 times and achieving a market value of over $11 billion. Bob is a member of the Economic Club of New York and the NYU Stern Board of Overseers. He is Founder and Chairman of the USA Track & Field Foundation, which supports emerging athletes and inner-city youth athletics. Bob holds a Masters in Business from New York University, Stern School of Business, and a B.A. in English from Iona College.
Anna Ewing
Anna is a board member of NEX Group plc, a financial technology company based in London. Most recently, Anna worked for Nasdaq which she joined in 2000 and spent 15 years with the company. Anna held several senior executive roles including Chief Information Officer where she was responsible for the strategic planning, delivery and operational support for all Nasdaq technology systems and infrastructure. She also established the Global Technology Solutions division, a dedicated technology and software business unit providing market technology and corporate intelligence solutions to the capital markets. Prior to Nasdaq, Anna worked for CIBC World Markets and also spent 15 years at Merrill Lynch in a variety of technology and operations leadership roles. Anna studied Economics at Toronto’s York University and gained an MBA from the Schulich School of Business, York University.
Skip Maner
Skip is an executive with over 25 years of successful entrepreneurial, private equity investing and fund leadership experience. He has operated in a wide range of industry segments and many stages of company maturity; and has taken a lead role in the formation and growth of several industry-leading companies such as WebLogic (acquired by BEA Systems/Novell), Procurian (acquired by Accenture), SkyBitz (acquired by Telular Corp.) and ICCNexergy (leading lithium ion battery pack manufacturer in North America). Most recently, he served as COO and Managing Principal of Inverness Graham Investments, a lower middle market buyout fund with $250 million under management. Prior to Inverness, Skip was a Managing Director with Internet Capital Group and a Senior Associate at TL Ventures and Safeguard Scientifics where he was responsible for lead investing, active management of portfolio companies and transaction negotiations. Additionally, Skip has deep operating experience, having founded, built and sold two companies. He currently serves on the Board of Directors of Wealthcare Capital Management, Magna5 and Navigate Consulting.
Lee Garber
Lee is an investor with an operationally focused audit and principal investment experience. Lee's experience includes evaluating, managing and assisting of lower middle-market businesses and helping to conceptualize, implement and manage value creation initiatives at an operational level. Before joining NewSpring, Lee was a Summer Associate with OMERS Private Equity, the direct private equity group of the Ontario Municipal Employee Retirement System, a $50+ billion Canadian pension fund, focused on middle market leveraged buyouts. Prior, Lee was a Senior Analyst with Versa Capital Management, a distressed and special situations private equity fund, where he worked on acquisitions and portfolio company operations across a variety of industries. Prior to Versa, Lee was with Ernst & Young LLP's Assurance and Advisory Business Services practice working in industries including insurance (life), gaming, government contracting and benefit plans. Lee received his MBA from New York University's Stern School of Business with specializations in Finance and Entrepreneurship & Innovation and received his BSBA from the Olin School of Business at Washington University in St. Louis with majors in Finance and Accounting. He is also a Certified Public Accountant (inactive). Lee currently serves on the Board of Directors of Magna5 and USPack Logistics.
Bill Morrissey
A sought-after industry speaker, Bill is a strategic advisor to the wealth management, asset management and fintech industries. Most recently, he was Divisional President for Business Development, Financial Advisor & Institution Solutions at LPL Financial, where he grew the firm’s advisor headcount from 6,500 in 2005 to more than 16,000 in 2018. At LPL, Bill was involved in 12 major Broker-Dealer acquisitions, and led the purchase of National Planning Holdings. This included the transition of the vast majority of the company’s nearly 3,000 financial advisors in 2016, which added $72 billion in assets under management to LPL’s platforms. Additionally, from 2007 through 2017, he grew year-over-year revenues by 120%. Prior to LPL, Bill held senior management roles at Fidelity Investments and Merrill Lynch Trust Company. Bill is an active board member with San Diego Big Brothers & Big Sisters, and a former board member for LPL Life Insurance, Insured Retirement Institute (IRI), SIFMA, Money Management Institute (MMI), and Invest In Others (IIO) Charitable Foundation. He earned a Bachelor of Science from Boston College, and has completed advanced management programs at both Harvard Business School and Stanford Business School. Bill also holds FINRA Series 7, 24, 63 and 65 securities licenses.