Windward Advisory Group Expands Practice with New Partner

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Bob Shepro Joins Windward with Technology Strategy Focus

Windward Advisory Group, LLC, an investment industry technology and operations consulting firm, is pleased to announce the addition of Bob Shepro as a partner in the firm. Mr. Shepro’s 25-year history in technology and software development is well recognized throughout the investment management industry and among high-net-worth clients. He joins an experienced group of partners whose year-old firm focuses on the planning, strategy and implementation of technology and operations projects for Wealth Management firms including single and multi family offices, RIAs, and broker dealers.

“We are excited to have Bob on the team. His background and expertise adds a new perspective for our clients that will lead us into new practice areas“, states Hugh Bagatelle, one of the founding partners.

Mr. Shepro will merge his existing consulting practice into Windward. His recent projects have included technology strategy, application integration, system selection and technology effectiveness reviews. Previously, Bob was Founder and CEO of Shepro Braun Systems (acquired in 1998), a leading software provider to the investment industry. It was there that Bob designed and brought to market the first integrated real-time trading, portfolio management, financial accounting, partnership and trust system which addressed the complex needs of the most sophisticated hedge funds, family offices, fund administrators, and investment managers. Bob was also Founder and CEO of WealthMetrics, a SaaS vendor providing wealth management applications to financial institutions. Bob began his career as a manager in the consulting division of PriceWaterhouseCoopers. He is a graduate of the University of Iowa (BBA Accounting/Economics) and DePaul University (MBA, cum laude, Finance), and is a Certified Public Accountant.

“Based in Southern California, Bob provides us added exposure on the West Coast.” adds partner Elaine Spang. Windward will now have management centers based in Princeton, NJ, Phoenix, AZ and Carlsbad, CA.

The firms other partners bring a broad range of experience including: Hugh Bagatelle – 20 years as CTO at Bessemer Trust Company; Jim Campbell – previously SVP of Operations and Client Services at Fiduciary Trust Company; Ritch Gaiti – prior Senior Director responsible for Advanced Office Technology at Merrill Lynch; and Elaine Spang – past financial and operations executive at a multi-family office and co-founder of Family Office Metrics consulting firm.

About Windward Advisory Group
Windward Advisory Group, LLC is an investment and wealth management industry consulting firm specializing in technology and operations. Windward’s team of veteran, innovative professionals brings a unique blend of experience, technical expertise and operational management skills to help clients build and improve their technology platforms and operational environment to better serve a sophisticated client-base. Windward is the preeminent brand in consulting to the industry segment of family offices and wealth advisors serving ultra-high-net-worth clients.

Specializing in bringing best practices, financial applications, practical operational solutions and right-scale technology to our clients - whether an established firm needing short term problem solving or a complete re-engineering of operations and technology, or a new organization needing design and implementation of back office services.

In addition to client-specific consulting services, Windward Advisory has developed a set of Focused Programs, which address the discrete building blocks of the organization. The Focused Programs are based upon Windward's experience in solving similar problems within investment companies and family offices and are designed for quick and ready implementation. The programs are built on a framework of pre-built components and tool sets, yet each program can be customized to a clients specific needs.

For additional information, contact:
Ritch Gaiti at ritch(dot)gaiti(at)WindwardAdvisory(dot)com 609 466-5888
or go to

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