Robert Iati
Partner
TABB Group
Bob is Partner & Global Head of Consulting Services, joining TABB Group as a Partner in December 2004. He has over twenty years experience in capital markets operations and technology, covering areas of securities operations training, planning and development, and IT strategy and implementation. Bob has authored and interpreted studies analyzing the impact of changing market structures on global financial markets, led implementation of technology solutions to improve trading and operations at top tier investment banks, and examined the critical processing issues faced by brokerage institutions.
Bob also leads TABB Group’s Training and Education Program and has authored the TABB Group studies “Global Equity Trading: The Buy-Side Perspective on Advanced Execution”, “Enterprise Data Management: Is This the Right Time for Outsourcing?”, and “DMA: Transitioning from Aggregation to Execution Platform”. Bob is a respected analyst in the industry, following seven years with TowerGroup, where he was the Research Director of its Securities & Capital Markets practice. He has also held senior positions at Lehman Brothers and at Deutsche Bank Securities, where he managed a broad range of strategic development projects, ranging from implementation of automated trading systems for multiple asset classes, to managing technology for global settlements and stock lending operations.
A frequent presenter at industry forums on many areas of securities operations, Bob has appeared on ROBTv in Canada, CNN and CNBC television, and is frequently quoted in publications such as The Wall Street Journal, Business Week, Forbes, Financial Times, & The New York Times, as well as brokerage industry trade media including The Trade, Automated Trading, Traders, Wall Street & Technology, Waters, and Securities Industry News.
Bob holds an M.B.A. in finance and information systems from Rutgers Graduate School of Management and earned a B.A. degree in economics from Rutgers University. He also served on the faculty of the New York Institute of Finance and the Securities Operations Forum and has taught at New York University.