Gary Casagrande is the Head of US Fund Administration at Northern Trust with oversight of the Financial Reporting, Regulatory Reporting, Expense & Budgeting, and Performance Reporting teams.  In this capacity Gary is responsible for setting and executing strategy across the Fund Administration organization to ensure client satisfaction with team deliverables and to advance the quality of the Fund Administration product that NT delivers to its clients.  

Prior to joining NT earlier this year, Gary spent the prior seven years at Confluence as the Head of Global Market Strategy with responsibility for understanding trends across the front, middle, and back office to help Confluence build and deliver viable solutions to real business problems.  Prior to Confluence, Gary was the Head of Financial Reporting and Expense Administration at BBH and at JPM in a leadership role before that.  Throughout his career, Gary has focused on continuous operational improvements, efficiency, and client service. Gary has a Bachelor’s Degree from Bryant University in Business Administration with a focus on Finance.

As President and Chief Operating Officer of Confluence, Todd is responsible for ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent geographic markets globally. A 20-year financial services technology industry veteran, Todd provides strategic and operational direction while focusing on global expansion and ensuring operational accountability. He leads the company’s operations functions as well as market-facing activities which include sales, account management and marketing.

Todd has an accomplished track record of helping financial services firms of all sizes adopt innovative solutions to drive revenue. Prior to joining Confluence, he was executive vice president of SunGard’s Wealth Management business, where he was responsible for the sales strategy and delivery of integrated wealth management solutions. Prior to joining SunGard, Todd was a principal of Mid Atlantic Institutional Shares (“MAIS”), where he was responsible for the firm’s flagship mutual fund trade-routing platform. MAIS was acquired by SunGard in 2002. He has also served as a senior consultant for the Economic and Financial Consulting division of Arthur Anderson LLP.

Ryan Sullivan is a vice president of applied insights for Hartford Funds. He leads communication workshops around the country and speaks on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, Ryan has provided insights to audiences in 46 states and Puerto Rico, as well as led hundreds of webinars.

Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility. He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, Ryan founded a business to coach professionals on public speaking and effective communication. He was later hired by his largest client, financial-planning software company Envestnet MoneyGuide, where he was vice president and head of investor education.

In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for Leadership and Community Engagement. He’s also a certified facilitator for TimeSlipsTM, a program through which he leads interactive storytelling sessions for people living with Alzheimer’s and dementia. In addition, he leads communication workshops through Charlotte Family Housing to help empower working families experiencing homelessness to achieve self-sufficiency. Ryan also serves on Hartford Funds’ Diversity, Equity and Inclusion advisory council.

Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute. 

Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.