About FinServ/ Management Team
The FinServ team brings business consulting, project management, and systems development and integration experience from the world’s top consulting firms and financial services institutions. Our team has experienced the alternative asset industry from the inside, through their work with hedge funds, prime brokers, global custodians and fund administrators. We offer extensive knowledge on best operational practices in alternative asset management, and the software and infrastructure required to achieve an opportunistic, efficient and compliant organization.
We are passionate about our business and are committed to helping our clients succeed.
Howard T. Weinstein, Managing Partner
Howard Weinstein is the founder of FinServ Consulting. He established FinServ with the mission to provide alternative asset management firms with the most advanced systems, best practices insight and a structured, methodological approach to operational and systems development.
Throughout his career, Mr. Weinstein has provided consulting, systems, processes and infrastructures to some of the world’s top alternative asset managers. Through his deep relationships with these firms and their C-level executives, Mr. Weinstein has developed a strong understanding of how technology can enhance an investment management organization. He has nearly two decades of experience providing business process and technology consulting to the financial services industry, with a focus on building scalable, first-class operating environments.
Prior to establishing FinServ, Mr. Weinstein served as a Managing Director for MPI Professionals, a financial services consulting and integration firm, and as Senior Manager at BearingPoint, where he provided business and systems consulting to major investment banks and alternative asset management businesses. Earlier in his career, Mr. Weinstein was a consultant in the Performance Improvement Practice of Ernst & Young Consulting. Mr. Weinstein is a frequent speaker at industry conferences and an active participant on financial services technology steering committees.
Lee Schare, Partner
Lee Schare, a founding partner of FinServ Consulting, leads the firm’s Back Office consulting practice. He has spent his career providing hedge funds and asset management firms with robust back-office systems to manage their accounting, business management and compliance activities.
Mr. Schare has strong combination of accounting, functional and technical knowledge, with over 15 years of experience as a controller and as a technology professional specializing in integrating large-scale systems. Prior to establishing FinServ, Mr. Schare was a Director for MPI Professionals, a financial services IT consulting firm, and a Vice President in Deutsche Bank’s CFO organization, where he project-managed a global general ledger project. Earlier in his career, Mr. Schare worked as a Manager for Ernst & Young, where he led large teams within their SAP practice.
Prior to working for Ernst & Young, he was a senior consultant at Andersen Consulting, where he worked on International projects across multiple industries. His strengths include providing strategic direction and project management for enterprise resource planning initiatives, as well as front-office and operational systems integration.
Todd Piskadlo, Senior Manager
Todd Piskadlo leads FinServ Consulting ‘s Front Office consulting practice. He has 15 years experience in financial services, focused in finance, operations, accounting and project management, with particular emphasis on the front office and compliance.
His background includes equity and fixed income sales and trading, corporate and public finance, equity and credit derivatives, treasury and global credit. Mr. Piskadlo has worked with multi-billion-dollar hedge funds implementing execution management systems, P&L platforms, investment databases, document management systems and other key systems.
Prior to joining FinServ Consulting, he spent a decade at Bear Stearns, as an Operations and Finance Director on the International Equity Sales & Trading Desk, and as an accountant and auditor in the Internal Audit Group, where he conducted reviews to ensure the firm’s domestic and international offices were operationally sound and compliant. Prior to working at Bear, Mr. Piskadlo served as a consultant with Bearing Point’s World Class Finance Practice, formally KPMG Consulting, where he provided services to global investment banks.
Andrew Quan, Senior Manager
Andrew Quan leads the firm’s Risk Management consulting engagements. He has extensive experience providing systems integration and technology infrastructure project management services to alternative asset management firms and global financial services organizations. He has worked closely with multi-billion-dollar hedge funds on asset management projects, compensation platforms, compliance projects and other key systems.
Prior to joining FinServ Consulting, Mr. Quan served as a Senior Consultant in BearingPoint’s Financial Services Technology Infrastructure and Integration practice, providing infrastructure project management services to the Global Markets division of a major investment bank, as well as to other front-office businesses via the bank’s cross-silo infrastructure technology division. While at BearingPoint, he also developed a software development lifecycle program for another investment bank’s Information Technology Group. Earlier in his career, Mr. Quan served as a consultant in Arthur Andersen’s Business Consulting practice, where he specialized in customer relationship management (CRM).