Michael Kerrigan

Mr. Kerrigan has over eighteen years of experience in the financial services industry, specializing in middle and back office investment management operations and technology integration. His prior experience within the industry includes investment management operations, product development, systems development and integration, and sales. Mr. Kerrigan has led numerous business and systems consulting engagements for a number of the firm's clients, including institutional asset managers, mutual fund managers, banks, and technology firms. Prior to co-founding Beacon, Mr. Kerrigan was with PricewaterhouseCoopers Investment Management consulting practice. Additionally, Mr. Kerrigan spent several years with the Boston Company and First Data Corporation. He has a BS from Providence College in Business Management and an MBA from the Carroll School of Management at Boston College.

Mr. Kerrigan is involved in a number of charitable and non-profit organizations. He is a past President of the Business Associates Club, a Boston based organization founded in 1923, focused on bringing young business people together to learn from nationally known executives, educators, and politicians. Mr. Kerrigan is on the board of directors of Expect Miracles, a leading advocate in the fight against cancer within the mutual fund and financial services industries.  In addition, he is on the Board of Trustees of Mount Ida College.

Contact Information
617-391-9223
mkerrigan@beaconcgi.com

Frank Strauss

Mr. Strauss has over twenty years of experience in the financial services industry including fifteen years on the investment management side. From 1992 to his joining Beacon in the spring of 2004, Mr. Strauss held the positions of CFO & Treasurer of the CGM Funds. In this role, Mr. Strauss was responsible for first internalizing and then managing all facets of Fund Administration including compliance, tax, financial reporting, blue sky administration, performance, and shareholder tax reporting. He developed the firm's Disclosure Controls and Procedures to comply with Sarbanes-Oxley Act. He was also responsible for vendor review and fee negotiations as well as internal audit.

Prior to CGM, Mr. Strauss was the Vice President of Fund Accounting at Freedom Capital from 1989–1992. Additionally, from 1984–1989 he worked for State Street Bank and The Boston Company on the mutual fund accounting operations side. An active member of NICSA's Custody, Fund Accounting, and Fund Administration Committee for the past decade, Mr. Strauss has been a regular speaker on industry panels. He has a Bachelors of Science degree from Boston University and a Masters of Business Administration from Boston College. In 1995 Mr. Strauss founded Mutual Funds Against Cancer (MFAC), an organization which is now one of the leading advocates in the fight against cancer within the mutual fund and financial services industries. He presently holds the position of Chairman of the organization.

Contact Information
617-391-9225
fstrauss@beaconcgi.com

Gerry Healy

Mr. Healy is a resourceful professional with over twenty years of experience helping clients achieve business objectives. His Beacon projects have focused on improving the operations of asset managers, including alternative investments, and asset service providers. He has led risk assessments and financial reporting process reviews. He also conducted an operating model redesign initiative for a global fund administrator and custodian bank. Mr. Healy spent 15 years at Deloitte where he focused on improving key tax processes by devising a knowledge management strategy and implemented solutions that improved client service quality and productivity.  He was a major contributor to the firm's national initiative to streamline the tax compliance process which resulted in significant efficiencies and provided the impetus for several subsequent initiatives including tax software development, training and outsourcing initiatives. Mr. Healy was also a tax manager at Deloitte and managed client relationships and client service engagements for high net worth individuals and several investment management companies.

Mr. Healy has a B.A. (cum laude) in Political Science from Salem State College; an M.B.A from Suffolk University and a M.S. - Taxation from Bentley College.  He is a certified public accountant and a member of the American Institute of Certified Public Accountants, and The Massachusetts Society of Certified Public Accountants.   Mr. Healy is treasurer of New England String Ensemble and on the Board of Directors of the Ronald McDonald House.

Contact Information
617-391-9232
ghealy@beaconcgi.com

Peter O'Connell

Mr. O'Connell has over twenty years of experience in the financial services industry, specializing in management of investment management operations and technology.  He was formerly CEO and President of DST Canada and IFDS Canada where he managed numerous technology developments, the integration of full service operations, and business development.  In Mr. O'Connell's extensive career with State Street Bank, he managed Mutual Fund Operations, investment operations at State Street Global Advisors, and Client Relations for State Street's largest accounts.  Prior to State Street, Mr. O'Connell spent several years with Peat, Marwick, Mitchell.  He has a BA from the University of Massachusetts at Amherst, a MS in Accounting from Northeastern University, and a Master of Arts from Northwestern University.

Contact Information

416-578-1018

poconnell@beaconcgi.com