Areas of expertise
- Fund Administration – Transfer Agency & Valuations.
- Investments & Securities Operations & Technology.
- Complex Assets & Products, Credit & Market Risk.
Gary has over 25 years’ financial services management experience in operations, change and risk, predominantly within Investment Operations and Fund Administration.
Prior to joining Smith & Williamson, Gary managed Transfer Agency Client Money & Settlements at BNYM, and the Derivatives NAV Oversight team at Citi. Prior to Citi, Gary had various management roles at Morgan Stanley for 8 years, covering Settlements, Finance and Credit Risk.
Gary started his financial services career in derivatives operations roles in London & New York with Bankers Trust and Credit Lyonnais, before spending 8 years working for financial services technology companies in London and Europe.
Gary joined Smith & Williamson in October 2015, initially working across the group within derivatives and complex assets before moving to manage the Fund Administration NAV oversight team. Gary now heads up the Transfer Agency team who perform all Transfer Agency tasks locally in Glasgow including Dealing, Registration, Settlements, Distributions, Client Money, and other Regulatory and technology changes.
Associate Member of the Chartered Institute for Securities & Investment (CISI).