The Renewed Focus on Households in Portfolio Management

May 22, 2019 11 am U.S. EDT | 4pm London BST Your Desk!

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Evolving investor needs and expectations are driving wealth management firms to reconsider traditional account driven portfolio management standards in favor of a more holistic and tax advantaged household-level approach. Offering these solutions at scale requires an open and extensible technology platform that meets the unique requirements of each firm’s investment process and product mix.

Join Charles River’s Nick Diodati, Cem Er and Paul Ahern of Winslow Capital Group to learn what’s driving wealth manager’s interest in household level solutions, and the role of technology in enabling those capabilities:

•    Why households are en vogue again and why this trend is so critical for advisors
•    What impedes firms from offering household-level solutions
•    What capabilities are required to address these challenges through technology
•    How Charles River enables firms to implement a scalable household-level approach


Paul Ahern

President and founding Principal, Winslow Capital Group, LLC

As President & Principal of Winslow Capital Group, Mr. Ahern has orchestrated the firm to become a leading institutional consulting firm providing counsel on how to achieve scale and grow AUM in the bank / RIA wealth management channels. WCG is one of the few firms that can provide assistance on crafting a strategic vision and guidance at the detailed level of a tactical implementation. WCG clients span proprietary bank-based investment management; Registered Investment Advisers; and, bank-based, broker-dealers that are seeking to achieve consistency of process and product, at scale.

Prior to founding Winslow Capital Group, LLC, Mr. Ahern was EVP and then CEO of BTI Financial Group from its founding as an operating subsidiary of Bar Harbor Bankshares until 2002. Mr. Ahern began his investment career as a Financial Consultant with Merrill Lynch.

Mr. Ahern earned a baccalaureate degree from the University of Massachusetts and an MBA with a concentration in finance from University of Maine.

Cem Er

Director, Product Management

Cem leads Charles River’s private wealth product management team and provides direction and thought leadership for wealth management-related functionality, including modeling and optimization. Cem has been with Charles River for over 11 years and is involved in many parts of Charles River IMS, including the portfolio management and FX trading areas. Before joining Charles River, Cem was a Head Trader and Portfolio Manager at Cobblestone Capital Advisors. Cem holds an MBA in Finance and Statistics from Rochester Institute of Technology and is a CFA charterholder.


Nick Diodati

Director of Product Strategy, Wealth Management

Mr. Diodati is responsible for the development of Wealth Management related product strategy at Charles River Development. Nick brings 25+ years of experience working with wealth management organizations, institutional asset managers, family offices, private banks, private client groups, and registered investment advisors to this role with Charles River.

Prior to joining Charles River, Mr. Diodati was the National Sales Leader for Fiserv Investment Services and spent nearly 20 years with Fidelity Investments in a variety of leadership roles focused on the intermediary / institutional businesses. Nick has held executive roles in Sales, Consulting, Relationship Management, Client Management and Product Management during his career with a heavy focus on delivery of technology based solutions to the wealth management marketplace.  Nick holds both a Bachelor of Science degree as well as an M.B.A. from Babson College in Wellesley, MA.