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Ms. Burges is a senior financial services executive with more than twenty years of experience managing investment operations and information systems processes. Her experience includes Vice President of a $260 billion global investment organization, where she was responsible for performance measurement, performance attribution, risk analysis and financial and economic analysis.

As Managing Director for a $70 billion domestic investment counsel Ms. Burges had operational responsibility for an enterprise data warehouse, financial and management reporting, pricing, performance measurement and analysis, portfolio management and analysis, new systems and product integration and compliance. She has successfully bridged the gap between investment expertise and technological solutions to design and implement multi-scale business applications and production processes. Her business expertise includes major roles in the functional and data specification for two investment accounting conversions and implementations, design and implementation of AIMR compliance systems for three large investment organizations and the design and integration of many front office applications.

Ms. Burges holds a BA in Sociology from Boston University.


Mr. Gerstung has over twenty-five years of experience in information technology and has over ten years of experience in the design, development and implementation of systems for financial and investment institutions.  He has held senior level positions at two Fortune 500 Companies and supported several others as a senior IT consultant for Coopers & Lybrand before forming his own consulting organization. 

Mr. Gerstung has successfully built investment systems for several major insurance companies including: Blue Cross Blue Shield, Travelers, CIGNA, The Hartford and MassMutual Investment Management.  He has designed, developed and implemented data warehouse solutions and several applications including: performance, valuation, asset allocation, portfolio management and AIMR compliance.

Mr. Gerstung holds a B.A. in Biology from Occidental College.

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