Getting meaningful data is often a key challenge for clients. How has your work helped?
Getting meaningful data really is a common challenge throughout the industry. The place we started with was with a simple question: how do you bring data together in a consistent, practical way that helps clients move their business forward?
Most organizations have data spread across many different systems, sources, and providers. When that’s the case, it’s hard to trust it, hard to access it, and even harder to use it well. My team thinks a lot about how data can be brought into an application, organized consistently, and made available to the people who rely on it day to day. And that’s also something BBH is focused on helping our clients to achieve.
A big part of our effort is about reducing the friction involved in working with data. We don’t want people to need deep technical expertise to connect data, make changes, or support new ways of working. We’ve worked to build those capabilities in, which makes applications easier to maintain, easier to extend, and more responsive as needs change, while keeping the data structured and well managed.
For clients, the benefits are straightforward. They can explore their data, focus on what really matters, and organize it around real business needs. Over time, that makes it much easier to create specific views, support reporting and analysis, and reuse the same data safely and confidently.
We will continue to evolve what weʼve developed as needs change, scaling to deliver meaningful outcomes over the long term for our clients and for ourselves.
Can you describe the impact building global relationships has had on your work?
Building strong global relationships has had a real influence on how I approach my work. From the outset, this was a shared effort across different parts of the firm, which meant collaboration wasnʼt optional—it was essential. I spent time listening to teams in the U.S. and Europe, learning how they worked with data, understanding their needs, and bringing those perspectives together in a consistent way.
What made that possible was the firmʼs collaborative culture and its size. Itʼs large enough to tackle complex work, yet small enough to support genuine relationships. That created space for open conversations, quick experimentation, and the ability to adapt as we learned from one another. Those discussions directly shaped our approach and helped ensure the work supported a broad range of needs, both internally and for clients.
On a personal level, these connections have been just as valuable as the outcomes themselves. Working closely with people across regions challenged my assumptions, broadened my perspective, and helped me grow as a leader. It reinforced something Iʼve come to believe strongly—that the best solutions come from listening first and building trust, not just delivering technology.
Whatʼs next for your team?
One thing I’m excited about is the continued expansion of BBHʼs ETF technology capabilities. This work represents an important step in how the firm continues to evolve its technology offerings to support the growth of ETFs and deliver solutions for clients, with a focus on scalability, flexibility, and long-term growth.
