Managing Partners


Jim Brous

Jim Brous is known for his ability to bring together business and technology in complex environments. For over 25 years, he has successfully applied IT solutions to improve business results for leading firms in asset management, private banking, trust, and global custody. These firms include Citigroup, Deutsche Bank, UBS, and U.S. Trust Company. His leadership roles include Vice President of e-Services for Private Banking, Chief Architect, and Director of Global Technology Development. Internationally, Mr. Brous directed several concurrent projects with 60+ direct reports in multiple countries, with budgets exceeding $18 million. He has extensive consulting experience in the investment industry, leading the planning and delivery of IT solutions and providing advisory services. He holds a Mathematics degree from Cornell University and is an FAA-certified commercial pilot.


Mary Scherer

Mary Scherer’s background in financial services has spanned consumer, retail, investment and private banking, mortgage and asset-backs trading, custody and retirement services, treasury and capital markets. She held senior roles in private banking business strategy and internet marketing, and new product introductions for portfolio and asset management websites. Ms. Scherer’s expertise is in operational transformations, leading conversions and implementations, bringing about workflow process improvements, and launches of new products, with emphasis on achieving successful user adoption. She received a B.A. magna cum laude from University of Notre Dame, is a Certified Project Management Professional (PMP), Six Sigma Black Belt trained, and experienced in leading change management initiatives in complex environments.


Rocco Gibaldi

Rocco Gibaldi is a senior technology and business professional, focusing on investment management with expertise ranging from front to back office, including order management, analytics, accounting, securities processing, and client reporting in the areas of private banking, trust, custody, and alternative investments. With over 25 years of experience, he has demonstrated ability in analyzing complex business needs, applying a structured, practical approach to problem solving and meeting the needs of his clients. He brings a unique balance of applied technical breadth and business domain knowledge, along with strong people and project management skills. Mr. Gibaldi has a BS in Mathematics and Computer Science from St. John's University, and an MS in Operations Research and Statistics from Rensselaer Polytechnic Institute.



Seasoned Professionals