Win Cody

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  • Win Cody is Head of Wealth Management & Retirement Practice at iGATE

–     iGATE is a $1 Billion technology and business service firm based with over 28,000 employees worldwide

–     Clients include UBS, LPL, Prudential, John Hancock, DST, Lincoln Financial

–     Executed many process reviews for wealth management firms identifying significant process improvements, technology savings and potential off-shore opportunities.

–     Led automation activities for clients like LPL and DST providing significant operation improvements

  • Founder of Cody Partners, a consulting group focused on Financial Service companies.  Did projects for John Hancock, Barclays and many others.

–     Did trading study to allow ETF’s to be traded in 401(k) plans

–     Implemented program to automate trading processes for John Hancock 401(k) to reduce expenses and improve user experience through automation

  • Founder and former CEO of ExpertPlan, a leading 401(k) service firm

–     Private labels with Legg Mason, US Bank, Putnam, Alliance Bernstein, Guardian, John Hancock and many others

–     Created a streamlined / low cost operation based on previous experience

–     Raised over $16 Million in capital

–     Firm was sold to Ascensus, part J.C Flower Company’s portfolio

  • Former CIO of Copeland (CitiStreet), the retirement planning subsidiary of CitiGroup / Travelers (now part of ING)

–     Transitioned firm from TSA processor to major full service record keeper using Travelers Annuity products and mutual funds

–     Created products and solutions for Smith Barney

  • 6 Years at Travelers Insurance mainly in Life & Annuity
  • Former Mayor of Cranbury, NJ
  • BS from MIT, MBA from UConn

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