The leadership team is a highly motivated and experienced group of professionals, many of whom excelled working together over eight years at Fiduciary Trust Company International. They are fully committed to the client-ownership model and eager to work for their clients unencumbered by separate shareholder interests.
Stephen J. Tall
LinkedIn profile
Resume
Phone...(973) 525-3180
Write...sjt@mutualprivatebank.com
Stephen Tall is a senior operating executive and consultant with global experience in financial services businesses including private banking, investment management, and insurance. He most recently served as deputy head of Burnett Companies, a family office that owns an oil and gas business, a ranching operation, a security business, and an aviation division. In 1999, he joined Fiduciary Trust Company International, a global private bank based in New York, where he served in several senior management positions. His responsibilities included chief administrative officer of the High Net Worth Division, chief technology officer of the company, disaster recovery officer, chief compliance officer, member management committee, officers' executive committee, risk management committee, and technology governance committee. Prior to Joining FTCI, Mr. Tall was an associate partner at Accenture where he led international financial services client engagements in technology and operations consulting and outsourcing.
Aileen M. Doherty
LinkedIn Profile
Resume
Phone...(718) 757-6131
Write...amd@mutualprivatebank.com
Aileen Doherty has over 15 years experience in International Investment and brokerage firms in both private and retail banking institutions. She specializes in developing and monitoring compliance processes of asset managers with a focus on Hedge Funds, and has expertise in risk assessment and regulatory compliance practices. Aileen has worked as an officer and consultant for firms such as Reich & Tang Asset Management, Jefferson Wells International, Fiduciary Trust Company International and Citicorp Investment Services. She received a Bachelor of Arts in History from Trinity College in Hartford, CT, and graduated from New York Law School where she served as Representative for the Seventh Annual Americans for Separation of Church and State Conference as well as doing an independent study on asylum law and the policies of the United States Immigration and Naturalization Service for the Lawyers Committee for Human Rights. Aileen received a Coro Leadership New York Fellowship focusing on public policy in 2003. She serves on the Board of the American Friends of James Joyce, providing after-school programs to NYC Public High School students, Dance New Amsterdam, a modern dance education and performance organization, and is a member of the 100 Women In Hedge Funds, serving on the Governance and Philanthropy Committees.
LinkedIn Profile
Resume
Phone...(718) 757-6131
Write...amd@mutualprivatebank.com
Aileen Doherty has over 15 years experience in International Investment and brokerage firms in both private and retail banking institutions. She specializes in developing and monitoring compliance processes of asset managers with a focus on Hedge Funds, and has expertise in risk assessment and regulatory compliance practices. Aileen has worked as an officer and consultant for firms such as Reich & Tang Asset Management, Jefferson Wells International, Fiduciary Trust Company International and Citicorp Investment Services. She received a Bachelor of Arts in History from Trinity College in Hartford, CT, and graduated from New York Law School where she served as Representative for the Seventh Annual Americans for Separation of Church and State Conference as well as doing an independent study on asylum law and the policies of the United States Immigration and Naturalization Service for the Lawyers Committee for Human Rights. Aileen received a Coro Leadership New York Fellowship focusing on public policy in 2003. She serves on the Board of the American Friends of James Joyce, providing after-school programs to NYC Public High School students, Dance New Amsterdam, a modern dance education and performance organization, and is a member of the 100 Women In Hedge Funds, serving on the Governance and Philanthropy Committees.
Gayllis Ward
LinkedIn Profile
Phone...(917) 225-1834
Write...gw@mutualprivatebank.com
Gayllis Ward has many years experience in private banking and related fields. She specializes in providing tax and trust services to individuals and family groups. Her professional career includes two years at the Cato Institute, eleven years at Fiduciary Trust, twelve years at Deutsche Bank and five years at KPMG. At the Cato Institute, her role focuses on planned giving. At both Deutsche Bank and Fiduciary, she headed the private bank tax department. In addition, while at Deutsche Bank, she was in charge of the Special Assets Advisory Group, a unit providing trust administration services to trusts funded with “unusual” assets. Gayllis received a BA, magna cum laude, from Brown University. She was also elected to Phi Beta Kappa. She went on to earn a JD and LLM in Taxation from Emory University. She has been an active volunteer for the American Heart Association for over 20 years and serves on the Investment Committee of the City Bar Association. She is also a trustee of the Bugher Foundation, a private foundation dedicated to funding cardiovascular research.
LinkedIn Profile
Phone...(917) 225-1834
Write...gw@mutualprivatebank.com
Gayllis Ward has many years experience in private banking and related fields. She specializes in providing tax and trust services to individuals and family groups. Her professional career includes two years at the Cato Institute, eleven years at Fiduciary Trust, twelve years at Deutsche Bank and five years at KPMG. At the Cato Institute, her role focuses on planned giving. At both Deutsche Bank and Fiduciary, she headed the private bank tax department. In addition, while at Deutsche Bank, she was in charge of the Special Assets Advisory Group, a unit providing trust administration services to trusts funded with “unusual” assets. Gayllis received a BA, magna cum laude, from Brown University. She was also elected to Phi Beta Kappa. She went on to earn a JD and LLM in Taxation from Emory University. She has been an active volunteer for the American Heart Association for over 20 years and serves on the Investment Committee of the City Bar Association. She is also a trustee of the Bugher Foundation, a private foundation dedicated to funding cardiovascular research.
John Ravalli
LinkedIn Profile
jr@mutualprivatebank.com
John Ravalli has 25 years of experience in financial services most recently as lead portfolio manager of a long / short market neutral strategy for Moore Capital Management from 2007 to 2009. From 1998 to 2007 he was Chief Risk Officer and Head of Portfolio Strategies at Fiduciary Trust Co. International. In those capacities Mr. Ravalli was responsible for providing advice and creating models to assist ultra high net worth, family office, and institutional accounts in risk management, asset allocation, derivatives, and alpha generation. Following the 2001 merger of Fiduciary and Franklin Templeton, Mr. Ravalli also served as Director of Quantitative Strategies at Franklin Templeton Institutional and managed separate accounts using an equity strategy that he created. Mr. Ravalli served as a member of the Executive and Risk Committees and as President and CEO of Franklin Templeton Financial Services, a wholly owned brokerage subsidiary. Prior to that, he was with PaineWebber Incorporated from 1989 to 1998 where he worked in international capital markets and the quantitative investment department of the asset management subsidiary in New York, London and San Juan. Prior to joining PaineWebber, Mr. Ravalli had four years of experience with Dean Witter and EF Hutton. Mr. Ravalli received a B.S. from St. John’s University, holds a certificate in risk management from New York University, and is currently enrolled in the Executive MBA program in Finance at Rutgers Business School. He has published several articles on portfolio and risk management. Mr. Ravalli is registered under 7 (Registered Representative), 63 (Uniform Securities Agent - State Law) and 65 (Investment Advisor). Mr. Ravalli is also a member of the Global Association of Risk Professionals, the New York Society of Security Analysts and the Society of Quantitative Analysts.
LinkedIn Profile
jr@mutualprivatebank.com
John Ravalli has 25 years of experience in financial services most recently as lead portfolio manager of a long / short market neutral strategy for Moore Capital Management from 2007 to 2009. From 1998 to 2007 he was Chief Risk Officer and Head of Portfolio Strategies at Fiduciary Trust Co. International. In those capacities Mr. Ravalli was responsible for providing advice and creating models to assist ultra high net worth, family office, and institutional accounts in risk management, asset allocation, derivatives, and alpha generation. Following the 2001 merger of Fiduciary and Franklin Templeton, Mr. Ravalli also served as Director of Quantitative Strategies at Franklin Templeton Institutional and managed separate accounts using an equity strategy that he created. Mr. Ravalli served as a member of the Executive and Risk Committees and as President and CEO of Franklin Templeton Financial Services, a wholly owned brokerage subsidiary. Prior to that, he was with PaineWebber Incorporated from 1989 to 1998 where he worked in international capital markets and the quantitative investment department of the asset management subsidiary in New York, London and San Juan. Prior to joining PaineWebber, Mr. Ravalli had four years of experience with Dean Witter and EF Hutton. Mr. Ravalli received a B.S. from St. John’s University, holds a certificate in risk management from New York University, and is currently enrolled in the Executive MBA program in Finance at Rutgers Business School. He has published several articles on portfolio and risk management. Mr. Ravalli is registered under 7 (Registered Representative), 63 (Uniform Securities Agent - State Law) and 65 (Investment Advisor). Mr. Ravalli is also a member of the Global Association of Risk Professionals, the New York Society of Security Analysts and the Society of Quantitative Analysts.
Christopher Piros, Ph.D., CFA
LinkedIn Profile
cdp@mutualprivatebank.com
Christopher Piros, Ph.D., CFA was Director of Investment Strategy & Portfolio Management at Prudential Investments LLC, the wealth management services arm of Prudential Financial, where he established and led the unit’s discretionary portfolio management activities from inception to over $15 Billion in assets under management. He and his team also formulated the investment strategy advice disseminated through the firm’s wealth management platform, developed its proprietary asset allocation methodology, and counseled Prudential investment boards on the outlook for capital markets and the global economy. Earlier he was a Senior Vice President, global fixed income portfolio manager, and head of fixed income quantitative analysis at MFS Investment Management. Prior to MFS he developed valuation and derivatives intensive strategies for Drexel Burnham Lambert’s Quantitative Asset Management Group and was on the finance faculty of Duke University’s Fuqua School of Business. He currently teaches in the Master of Science in Investment Management programs at both Boston University and Reykjavik University and is on the advisory board of the program at BU. He co-authored the recently published textbook Running Money: Professional Portfolio Management (McGraw-Hill, January 2010). Dr. Piros earned his PhD in Economics at Harvard. While at Harvard he worked at the National Bureau of Economic Research (NBER). He is a CFA charterholder.
LinkedIn Profile
cdp@mutualprivatebank.com
Christopher Piros, Ph.D., CFA was Director of Investment Strategy & Portfolio Management at Prudential Investments LLC, the wealth management services arm of Prudential Financial, where he established and led the unit’s discretionary portfolio management activities from inception to over $15 Billion in assets under management. He and his team also formulated the investment strategy advice disseminated through the firm’s wealth management platform, developed its proprietary asset allocation methodology, and counseled Prudential investment boards on the outlook for capital markets and the global economy. Earlier he was a Senior Vice President, global fixed income portfolio manager, and head of fixed income quantitative analysis at MFS Investment Management. Prior to MFS he developed valuation and derivatives intensive strategies for Drexel Burnham Lambert’s Quantitative Asset Management Group and was on the finance faculty of Duke University’s Fuqua School of Business. He currently teaches in the Master of Science in Investment Management programs at both Boston University and Reykjavik University and is on the advisory board of the program at BU. He co-authored the recently published textbook Running Money: Professional Portfolio Management (McGraw-Hill, January 2010). Dr. Piros earned his PhD in Economics at Harvard. While at Harvard he worked at the National Bureau of Economic Research (NBER). He is a CFA charterholder.
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