The founders

Robert Job, CFA, currently leads Arboretum Global which provides strategic consulting and advice for growth strategies in asset management, financial services technology and access to global institutional markets. Previously he spent 13 years as the Head of Global Distribution for PanAgora Asset Management, also serving as member of the executive management team. He is currently serves on the Board of Directors of Anchor Capital in Boston, MA, acts as as strategic advisor to several asset management and financial service technology firms, and is an Adjunct Professor at the Gerrish School of Business, Endicott College.

Investment Management Executive and Charted Financial Analysts (CFA) with a diverse 28+ year career in financial services at PanAgora Asset Management and Putnam Investments. Also, served domestically and overseas with US Army. Deep foundation in Business Leadership, Firm Operations, Distribution Strategies, Structures and Execution;, Investment Product Development and Structures; Institutional, Platform & Wealth Distribution. Intuitive, collaborative, focused and decisive, whose overriding principle is to put the interests of clients and investors first.

Joseph Craven, retired from BlackRock at the end of 2019, after a 30+ year career in financial services. Joe was Chief Operating Officer of BlackRock’s wealth business from 2011 to 2016, and led BlackRock’s iShares wealth business, where he was responsible for distribution of iShares ETF’s to financial advisors. Joe also led U.S. retirement policy for BlackRock.

Leader with a diverse 35 year career in financial services at BlackRock, American Century and Putnam, as well as a public fund plan sponsor and attorney. Deep foundation in investment product strategies and structures, with a particular focus on outcome-based investing; retail, retirement and institutional distribution; pricing; and fiduciary oversight. Collaborative, team player, whose overriding principle is to put the interests of clients and investors first.

Joseph Gennaco, who retired from BNY Mellon in 2018, formed JPG Consulting, to provide consulting and other services to those in financial services sector. Joe was President of The Boston Company, as well as Chief Operating Officer of BNY Mellon Asset Management.

A seasoned, results driven, business executive with impeccable integrity and strong leadership skills that has been driving business results for over 35 years. An extensive background that includes experience in Operations, Technology, Finance, Risk & Compliance, and all facets of Distribution including; Sales, Marketing, Relationship Management, Consultant Relations, and Product Development. A dynamic, objective oriented leader who is very effective at developing and maintaining strong internal and external relationships, delivering business results, and leading and motivating staff.