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Investment Technologies was the first company to offer desktop-based portfolio optimization software. The Expert Allocator and Expert Performance Analyst pioneered the use of sophisticated graphics, data-management and financial technologies in standalone DOS and Windows formats. We introduced the first commercial applications of Post-Modern Portfolio Theory, which uses downside risk measures for portfolio construction and performance analysis. More than 60 institutions worldwide currently use these products. Investment Technologies was founded in 1986 by Brian M. Rom, a nationally recognized expert in portfolio optimization and risk measurement, to take advantage of the increasing power and availability of personal computers. Our guiding principle is to bring to market has been to develop products that incorporate the most sophisticated and accurate investment concepts. Our company's principals--Brian Rom, Kathleen Ferguson, and Steve Faiwiszewski--have worked together for more than 16 years. Brian M. Rom Brian M. Rom is founder of IT. Together with Dr. Frank Sortino, he developed the first commercial applications of Post-Modern Portfolio Theory and downside risk. Prior to forming IT, Brian was principal and practice leader for the New York Region at William M. Mercer-Meidinger-Hansen Asset Planning, Inc., and a senior investment consultant in New York office of Peat Marwick KPMG. He has also been pension investment manager at the J.C. Penney Co. He taught finance at the Columbia University Graduate School of Business 1990-1994. Over the past 25 years, Brian has published many articles in financial journals and spoken at many industry conferences on investment advice, Post-Modern Portfolio Theory, risk measurement, portfolio optimization and performance measurement. Brian holds M.B.A. degrees from Columbia University and Cape Town University in South Africa, as well as an M.S. in computer science and mathematics. Kathleen W. Ferguson Kathleen W. Ferguson is principal of IT. She has been with the company since 1990. Kathleen has 30 years of investment management experience, specializing in investment policy and asset management for qualified plans, with particular emphasis on asset allocation. During this time, she has been vice president and manager of consulting services at Prudential-Bache Securities and senior investment analyst at the Equitable Life Assurance Society on the Central States Teamsters Pension Fund. Kathleen holds an M.B.A. in finance from New York University and a B.B.A. in finance from Adelphi University. Steve Z. Faiwiszewski Steve Z. Faiwiszewski is Chief Technology Officer, responsible for the development of all major systems at IT. With the company since 1994, Steve has built and maintained a wide variety of financial applications for institutional investors, such as asset allocation and pension plan management systems. His prior experience includes Senior Telecommunication Programmer/Analyst at the Bank of New York where he was involved in efforts to develop a client-server based OLTP manager on Unix, using an object-oriented database (Versant) and an object-oriented language (Eiffel). Tasks include analysis and design, as well as Unix system administration (AIX, Ultrix, and SunOS), which entail software installations, and configuration of various subsystems such as TCP/IP, NFS, and UUCP. Steve is a 1984 graduate of Brooklyn College, B.S. (Computer and Information Sciences.) |
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