Louis Rosato, iwg co-chair
BlackRock
Managing Director

Louis J. Rosato, III, Director, is a member of BlackRock's Investment Operations Group. He is responsible for Trading Operations in the Americas and has oversight responsibility across the Confirmation and Settlements functions for all global products including Cash Securities and Derivatives, and is a member of the firms Fixed Income, Equity and Liquidity Trading Oversight Committees.

Before taking on his current role, Mr. Rosato lead the Global Trade Confirmations Teams in the US and EMEA. In previous roles at BlackRock he was regional Head of Fixed Income and Equity Trade Operations, as well Head of the firms retail Separately Managed Account Operation. Prior to joining BlackRock in 2004, Mr. Rosato was with Jennison Associates, LLC where he was responsible for establishing and managing the firms SMA Trading and Operations Teams. He performed similar roles for 1838 Investment Advisors and Rittenhouse Financial Services. He began his career in 1987 as an Operations Analyst with the Federal Reserve Bank of Philadelphia.

Mr. Rosato is a former member of the OMGEO Regional Advisory Council: Americas and actively participates on several FPL Global Post-Trade Working Groups. He earned a BS degree in Business Administration from Widener University.

Louis Rosato
Greg Vitt, iwg Co-Chair
Wells Fargo Advisors
Director of Streetside Operations

Greg Vitt is the director of Streetside Operations at Wells Fargo Advisors. which includes Trade Processing, Securities Processing, Mutual Fund Operations and Corporate Actions. Greg has held various senior leadership positions In Operations.

Greg is a member of SIFMA’s Private Client Operations Committee.

Greg Vitt

Industry Segments

Both the ISC and IWG are composed of senior-level representatives from industry associations and firms that represent various segments of the industry. The mission of the ISC is to provide guidance, direction, and support as the industry moves toward a two-day, or “T+2,” settlement cycle. The IWG will support the ISC by identifying the business and rule changes needed, and a high-level plan with milestone dates to implement the changes required to shorten the settlement cycle to T+2.

Buy-Side

Al Morabito
Federated Investors
Andrew McEvoy
Delaware Investments
Glenn Lee
Northern Trust
Brent Blake
State Street
Carmela Ehret
BNY Mellon
Chris Fiorelli
JP Morgan Asset Mgmt.
Chris Messiana
Marshall Wace
Deborah Mercer-Miller
Citi
Jason Ward
Fidelity Investments
Jesse Robinson
GE Asset Mgmt.
Katie Jones
Charles Schwab Investment Management, Inc.
Kelly Branco
Tremblant Capital
Kyla LaPierre
State Street
Louis Rosato
BlackRock (IWG Co-Chair)
Steve Ardovini
Highbridge
Marites (Tess) Chichioco
JP Morgan
Melody Yeung
State Street
Michael Capuzzi
Delaware Investments
Mildred Brown
Deutsche Bank
Robert Hennessey
BNY Mellon
Simon Ball
UBS
Walter Palmer
BNP Paribas
William Ryan
Deutsche Bank Securities Inc.

Sell-Side

Angela (Goss) Zuhl
BNY Mellon
Anthony (Tony) Amato
J.J.B. Hilliard, W.L. Lyons, LLC
Brian Pietro
HSBC
Chris DeCarlo
UBS
Frank Tota
Goldman Sachs
Greg Vitt
Wells Fargo Advisors (IWG Co-Chair)
Jeff Scott
UBS
Joe Zaets
Morgan Stanley
John Ferrara
Fidelity Investments
Joseph Brereton
Pershing
Joseph Guardino
BoA
Joseph Spano
Morgan Stanley
Keith Beniston
UBS
Peter Marchewka
Deutsche Bank
Russ Schwei
Robert W. Baird & Co., Inc.
Thom Tremaine
Raymond James
Tom Migneron
Edward Jones
Thomas Murphy
Citigroup Global Markets Inc.
William Ryan
Deutsche Bank

Associations

Kathryn (Katie) Sevcik
STA (Wells Fargo Shareowner Services)
Kevin Burns
STA (Computershare)
Marty Burns
Investment Company Institute
William Leahy
SIFMA
Tom Price
SIFMA (ISC Co-Chair)
Matt Sweeney
AII (MFS)

Other Market Segments

Anuja Bhardwaj
DTCC
Chris Nolan
DTCC
Dave Harrison
OCC
Ed Fanning
DTCC
Gregory Akin
Thomson Reuters
Gregory Johnston
DTCC
Jim Kustusch
OCC
John Abel
DTCC
John Kiechle
DTCC
Jon Ciciola
DTCC
Josephine Torelli
DTCC
Koushik Chakrabarty
DTCC
Matthew Schill
DTCC
Michael Lange
Thomson Reuters BETA Systems
Mike Alexander
Broadridge Clearing
Susan Crozier
SunGard
Robert Cavallo
DTCC
Tom Sakaris
DTCC