The Great Reprioritization

Yariv Itah is Casey Quirk’s Practice Leader, responsible for its overall business success and growth within Deloitte. He advises leading investment organizations worldwide, focusing on growth planning, economic alignment, governance, and conflict resolution.

Prior to joining Deloitte, Yariv was the Managing Partner at Casey Quirk. He was responsible for planning and executing the firm’s strategy and focused on maintaining Casey Quirk’s position as one of the world’s leading strategy consultants to the investment industry.

Before Casey Quirk, Yariv was an Associate at Ernst & Young in Tel Aviv. A military veteran, he previously served as a paratroop squad commander. Yariv has lived on five continents and communicates in four languages. He is a certified public accountant, holds an economics degree from the University of Tel Aviv, and received his master’s degree in business administration from the School of Management at Yale University.

Tracy Shelby is the U.S. Co-Head of Global Investor and Distribution Solutions (GIDS) for SS&C Technologies.  SS&C GIDS is the largest provider of mutual fund shareholder servicing in the US market, offering a wide range of service models from Software as a Service (SaaS) to fully outsourced operations.  In his role, Tracy is responsible for SS&C’s relationships with over 100 asset managers in addition to leading product strategy, service delivery and innovation, including the deployment of automation technologies to drive tangible operational benefits. Tracy previously led SS&C’s Intelligent Automation business and served as Chief Relationship Officer and SVP of Operations for GIDS.  He began his career at SS&C as a programmer and is an inventor of a process awarded a U.S. patent for a method of securely processing confidential information. Tracy graduated from Rice University with a Bachelor of Science in Electrical Engineering.

Allyson Whiteley is a Senior Vice President of Human Resources, Global Talent Management at Franklin Templeton Investments.

In her role she oversees Organizational Development and Culture, People Analytics, HRIS and Talent Acquisition.

Ms. Whiteley holds a master’s degree from the University of South Florida and is a Certified Professional Coach (CPC) and designated Senior Human Resources Professional.

Margarheeta C. Wise is president of the MFS Service Center and a senior vice president of MFS Investment Management® (MFS®). She brings more than 30 years of industry experience to her role managing the MFS Service Center, which is responsible for managing shareholder and dealer servicing departments, maintaining records, processing transactions, distribution of fund and shareholder information, fund implementation, risk management and regulatory oversight and monitoring.

Rheeta joined MFS in 2005 from PFPC Inc., where she was a senior vice president responsible for the product development and project management organizations on behalf of its transfer agency division. Prior to that, she was a senior vice president with the BISYS organization responsible for sales and marketing support and product development. A large part of Rheeta’s career was spent with First Data Inc., where she held several positions within its transfer agency division, exiting as a senior vice president of the product development and distribution services team.

Rheeta attended the University of Massachusetts, Boston, and Boston University, where she received her certification in Project Management. She has been a long standing member of NICSA, serving on several committees during her career, and previously served on its board of directors. She also currently serves as the chairperson of the Operations Committee of the Investment Company Institute (ICI).