Citisoft partners with the world's leading asset management firms and service providers to create impactful and effective solutions to today's complex business problems. Our sole focus is assessing, designing, and delivering results-oriented operations and technology change across the entire investment management process.

Investment Management

Citisoft

Citisoft's headquarters in Boston, MA, United States

The London office focuses on strategic marketing, consulting, and HR management for EMEA operations.

London

The Toronto office focuses on strategic consulting services, delivering expert insights and solutions to diverse clients.

Toronto

Paul Migliore

Tom Secaur

Rory Gage

Jay Meador

David Quirk

Colleen Devine

The Consulting Team at Citisoft specializes in delivering tailored solutions that enhance operational and technological efficiencies for asset management firms. Comprising experienced consultants at various levels, the team conducts comprehensive assessments, designs innovative strategies, and implements impactful changes across the investment management process, ensuring clients achieve their business objectives effectively.

Consulting Team

This department provides expert consulting and advisory services to clients, helping them solve complex problems and implement effective strategies.

Consulting Services

This department oversees organizational strategy and facilitates high-level decision-making across various functions.

Leadership Council

The Leadership Team at Citisoft drives the strategic vision and operational excellence of the company, ensuring alignment with the needs of asset management firms and service providers. Comprising experienced leaders across various regions, this team focuses on identifying market opportunities, fostering client relationships, and guiding the execution of innovative solutions that enhance investment management processes. They are instrumental in fostering a collaborative culture that prioritizes results-oriented change through effective leadership and business development strategies.

Leadership Team

This department manages financial planning, analysis, and reporting to support the organization’s financial health.

Finance Department

This department focuses on managing employee relations, talent acquisition, and organizational development.

Citisoft

Org chart

Teams

Consulting Team

Consulting Services

Leadership Council

Leadership Team

Finance Department

Human Resources

Offices

Citisoft

Org chart

Teams

Consulting Team

Consulting Services

Leadership Council

Leadership Team

Finance Department

Human Resources

Offices

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