Experienced leadership dedicated to client-driven results
Scott A. Wybranski, CFA
President & CEO
Office: 610.738.8160 LinkedIn
Scott is Meradia’s founder, President and CEO. He manages the overall strategic direction of the company, focusing on clients’ long-term financial and operational success. Since Meradia’s inception, Scott and his team have supported the industry’s leading investment management firms through hundreds of operational transformation projects.
Earlier in his career, Scott had the dual role of Portfolio Manager and Director of Operations for a large multi-family office serving ultra-high net worth families. Upon the sale of that firm to a top-five U.S. financial institution, and after a year-long sabbatical during which he single-handed his sailboat to South America and back, Scott established Meradia to help the investment industry resolve its most pressing operations and technology challenges. Meradia now drives productivity and profitability for the industry’s top asset managers, OCIO, wealth, trust, and insurance companies.
Scott created a firm where the staff has a sense of belonging – where they are cared about, but simultaneously recognize that Meradia’s clients’ needs always come before the needs of Meradia or its staff. Scott expects his team to act with honesty, transparency, professionalism and intelligence. Most importantly, he strives to maintain a culture where the firm and its people are measured by the results they achieve. As a result, Meradia is known for its accountability and its drive to “deliver.”
Scott earned a B.A. in Economics from Villanova University, is a CFA charter-holder, is published in CFA Institute Magazine, and is an industry speaker. An avid offshore sailor, hiker, and private pilot, Scott is happiest adventuring with his family.
Mick A. Cartwright, CIPM
Office: 610.738.4390 LinkedIn
Mick is a Managing Director with Meradia and an Enterprise Data Management specialist with over 20 years of experience in the asset management industry. He has an excellent, referenceable track record leading strategy, system and data delivery, and integration projects across the front-, middle-, and back-offices.
Mick’s data management and data governance expertise is complemented by a thorough grounding in investment accounting, performance measurement, attribution, and risk analytics. He has extensive experience leading projects dependent on multiple cross-functional teams and external providers, and he can communicate effectively with all levels of participants and stakeholders.
Prior to joining Meradia, Mick was a Director at Accenture where he worked closely with the leadership team to drive their asset management practice. Previously, Mick was the Managing Director of the data management practice at InvestTech Systems Consulting, a market leader in consulting services for global investment managers. Before that, Mick led numerous performance, attribution, and reporting systems integrations with StatPro.
Mick earned a B.S. from the University of Southampton, and an M.S. from the University of Surrey, UK. He moved from the UK to New York in 2000, and when he’s not hard at work, Mick enjoys traveling, cycling, and skiing.
Laurie J. Hesketh, CIPM, PMP
Office: 610.738.0680 LinkedIn
Laurie is a Managing Director with Meradia, leading strategic engagements for clients by delivering tangible, actionable results. She has an exceptional ability to proactively identify and resolve issues, as well as work closely with clients as they embark on the difficult process of implementing change.
From her hands-on experience as an analyst and developer to an architect and leader of global change initiatives, Laurie has demonstrated her ability to manage and execute all phases of the project lifecycle. Her strong foundation in Investment Operations and Investment Performance Measurement, Manufacturing Operations, Business Analytics, Human Resources and Information Technology offers clients a unique blend of skills and cross-industry perspective. Laurie is the go-to person for data management and investment performance system projects.
A perpetual learner, Laurie holds a B.S.B.A. in Management Information Systems from Northeastern University, an M.B.A. from Simmons School of Management, and a Certificate in Applied Project Management from Boston University. Additionally, she holds the Project Management Professional and CIPM designations.
Laurie is on the board of the Women in Investing Network of Philadelphia. When she’s not at work, you’ll find Laurie planning her next travel adventure, preferably on the water.
Brian J. Lollar
Office: 610.738.6947 LinkedIn
As Managing Director, Brian leverages his front-to-back office expertise to lead Meradia’s clients through operational business transformation. Over the course of his career, Brian has developed a deep understanding of the entire investment operations lifecycle, data management and with the SimCorp Dimension® software, in particular. He has honed the unique ability to effectively communicate with both business and technology stakeholders to execute successful business transformations.
Prior to joining Meradia, Brian served as Senior Manager in Accenture’s Capital Markets practice. In that capacity, he was Accenture’s Global SimCorp Lead where he oversaw multiple platform implementations and business transformation projects.
Previously, Brian was the Manager of Investment Accounting & Transfer Agency Technology for Janus Henderson Investors. Here, he also served as the President of SimCorp North American User Group where he established a detailed understanding of the platform’s user experience as well as the nuances of SimCorp’s client base.
Brian earned a B.A. from the University of Colorado at Boulder. In his personal time, he enjoys tending to his seven-acre farm and spending time with his family.
Richard E. Mailhos
Office: 610.738.4398 LinkedIn
Richard serves as a Managing Director and Investment Performance Practice Lead, supporting Meradia’s clients through complex performance operations engagements. With over 25 years in the financial services industry, Richard has extensive consulting experience ranging from operational and control reviews to global portfolio management platform deployments. He is an energetic leader with a proven track record for building trust among stakeholders while motivating project teams to reach operational goals. Through his deep knowledge of outsourcers, service providers and leading asset managers, Richard has written extensively on the Performance Book of Record (PBOR).
Prior to joining Meradia, Richard spent two years within BNY Mellon’s Middle-Office Outsourcing division and 16 years at Eagle Investment Systems. While at Eagle/BNY Mellon, he was responsible for product management, implementations and architecting solutions that drove global client programs in multiple locations.
Richard founded the Eagle Performance implementation practice and managed a team of consultants on engagements with numerous asset managers, sovereign wealth funds, private wealth services, family offices, private endowments, and insurance companies.
Richard earned a B.A. from New York University. Outside of work, he enjoys the outdoors by golfing, sailing, and hiking with his family.
kevin r. coffin, cipm
Office: 610.738.6943 LinkedIn
Kevin serves as Advising Director with Meradia where he collaborates with the leadership team on strategic focus and corporate direction. In this capacity, he focuses on maintaining Meradia’s high-performing culture and continuing growth acceleration. Kevin has an extensive, 30-year history providing front-to-back office investment systems solutions for investment managers, pension funds and insurance companies. He previously served as Managing Director at Meradia where he leveraged his expertise in investment accounting, data governance and management, performance measurement and reporting platforms to support the firm’s consulting team. Kevin has in-depth experience with operations and investment accounting procedures for a broad range of investment securities including alternatives, derivatives and fixed income processing. He has successfully managed numerous large, complex IBOR, EDM, ABOR, and performance measurement systems-related projects.
Prior to joining Meradia, Kevin was Principal Director at Accenture where he worked closely with the leadership team to drive their asset management practice. Previously, Kevin was a Managing Director at InvestTech Systems Consulting, a market leader in consulting services for global investment managers.
Kevin earned a B.S. in Accounting from Loyola Marymount University and an M.B.A. in Executive Management from University of La Verne. He also holds the CIPM designation from the CFA Institute. Outside of his professional pursuits, Kevin enjoys golfing, traveling with his wife and collecting watches.