John Wysocki

Advise asset managers, institutional investors, and consulting firms on investment technology strategy, platform modernization, and data architecture. Provide independent guidance on vendor selection, operating model design, and front-to-back integration to improve investment outcomes and scalability. Work closely with investment, trading, and technology leadership to align platforms with evolving market structure, product innovation, and client expectations. Key Areas of Focus Investment platform strategy across fixed income, equities, and multi-asset OMS / EMS evaluation and optimization (including Aladdin, Charles River Development, and Bloomberg) Electronic trading and liquidity access (e.g., Tradeweb, MarketAxess) Enterprise data architecture, governance, and data quality frameworks Vendor selection, RFP processes, and build vs. buy decisioning Front-to-back integration across trading, portfolio management, and operations Representative Impact Advised on evaluation and selection of trading and portfolio management platforms to support fixed income growth and product expansion Helped design data architecture approaches to improve transparency, governance, and regulatory alignment Supported alignment of technology priorities with investment team needs, improving focus, speed, and delivery outcomes

Led global application development and investment technology strategy supporting fixed income, equities, and multi-asset platforms. Oversaw the design, implementation, and evolution of front-to-back investment systems, aligning technology capabilities with investment outcomes, product innovation, and business growth. Partnered directly with CIOs, portfolio managers, trading desks, and senior business leaders to drive platform strategy, prioritize demand, and deliver scalable, high-performance solutions across public and private markets. Key Responsibilities & Impact Investment Platform Strategy & Delivery Defined and executed technology strategy for investment platforms across asset classes Led evaluation, selection, and implementation of OMS/EMS and trading platforms including Aladdin, Charles River Development, and Bloomberg Enabled expansion into new investment products through scalable platform architecture Fixed Income Trading & Market Structure Supported electronic trading strategy and platform integration across venues such as Tradeweb and MarketAxess Optimized execution workflows, liquidity access, and best execution capabilities Advised on evolving market structure and its impact on trading technology Enterprise Data & Architecture Led enterprise data architecture and governance initiatives to improve data quality and transparency Established scalable data platforms supporting analytics, reporting, and investment decision-making Operating Model & Leadership Managed global teams across North America, Europe, and Asia Established demand management, prioritization, and governance frameworks Improved delivery speed, accountability with investment teams Strategic Initiatives Led complex platform integration efforts tied to acquisitions and business expansion Supported development of innovative investment products, including public/private asset structures Contributed to global operating model evolution, including offshore and captive strategies

Partnered with investment leadership to modernize core systems, enable agile deployment of new strategies and improved time to market for product innovation. Championed integration of advanced technologies; cloud computing, machine learning, and APIs to enhance investment performance and increased operational resilience. Led technology due diligence and post merger integration for strategic acquisitions; most notably Charles River Development and General Electric Asset Management.

Established a streamlined technology resilient operations model inclusive of embedded controls to reduce and minimize risk from disruptive events for key applications. Covered a wide range of technology disciplines, resource management, program management , quality assurance and development using multiple languages, and managed 45+ business and joint venture partners to deliver best in class technology solutions.

Led cross functional teams to integrate compliance frameworks (e.g. MiFID II, MAR, Dodd-Frank) into trading systems, reducing compliance risk and ensuring audit readiness. Partnered with front-office, risk and legal teams to align trading and compliance technology strategies with business goals improving trade lifecycle transparency and operational controls.

Led multi-discipline teams across infrastructure, cybersecurity, application development and data governance, delivering scalable solutions that supported global workforce and enabled growth. Championed business continuity and disaster recovery strategies, ensuring resilience and minimal disruption to critical systems and services. Developed and managed multi million dollar technology budgets, ensuring cost effective technology and high ROI on capital expenditures.