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Russell D.

Glisker

Extensive experience in the securities and investments industry in both consulting and
executive capacities. Expertise includes portfolio management and accounting,
performance measurement and attribution, trading, broker/dealer recordkeeping and
compliance, management fee billing and other applications. Asset classes include
equities, fixed income, derivatives and other instruments.

2005 – Present Ariadne Associates

Consulting projects for investment managers and broker/dealers


including:

• Legacy Performance Applications Consolidation


• Performance Attribution Vendor Evaluation and Selection
• Performance Attribution Vendor Solution Implementations
• Broker/Dealer Recordkeeping
• Broker/Dealer Compliance
• Performance Composites Reporting
• Derivatives Training
• Attribution Solution Implementation Assistance
• Performance Attribution Application Support
• Soft Dollar Brokerage Business Requirements Analysis

1997 – 2005 Enterprise Technology Corporation

Managed custom software development and consulting projects


including:

• Real-Time Equity Order Management and Trading


• Broker/dealer Recordkeeping
• Trade/Order Management System Vendor Evaluation
• Fixed Income Performance Attribution
• Equity Index Mutual Fund Trading
• Investment Manager Fee Billing
• Website Design for Mutual Fund Manager
• Soft Dollar Commission Accounting

1991 – 1997 Autranet (Subsidiary of Donaldson, Lufkin & Jenrette)

Investment research analysis, vendor liaison, sales and account


management for clients of soft dollar subsidiary of leading
institutional brokerage firm.

1988 – 1991 Index Group

Business process reengineering (BPR) for clients including IBM


and the American Stock Exchange.

1982 – 1988 Braxton Associates

General management consulting assisting clients in analyzing


competition and formulating strategies to gain market share and
improve financial performance. Clients included Dole, R.J.
Reynolds, Peat, Marwick and Mitchell, 3M Company, and Deloitte
and Touche.

Publications Mr. Glisker is the co-editor of The Handbook of Fixed Income


Technology (The Summit Group Press, 1999) and has contributed
articles to securities and investment magazines.

Education Massachusetts Institute of Technology – B.S.


in Applied Mathematics

Harvard Graduate School of Business Administration – M.B.A.


with Distinction

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