Robert Iati

Robert Iati

Bob Iati is a recognized capital markets industry expert with more than 30 years of wide-ranging experience in operations, data management and technology in global markets. Bob’s experience includes a role as Partner & Global Head of Consulting Services for TABB Group, presiding over the company’s rise from startup to be the most respected research …
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Bob Iati is a recognized capital markets industry expert with more than 30 years of wide-ranging experience in operations, data management and technology in global markets. Bob’s experience includes a role as Partner & Global Head of Consulting Services for TABB Group, presiding over the company’s rise from startup to be the most respected research brand in capital markets. After heading up its research business for 3 years, Bob led TABB’s private consulting engagements, managing successful business strategy assessments for sell-side and buy-side clients.

Bob’s experience covers areas of data management, IT strategy and implementation, securities operations training, planning and development. He most recently led Dun & Bradstreet’s Capital Markets business, aligning D&B’s alternative data sets to the industry’s unique use cases. Under Bob’s guidance, D&B’s data on trade credit and business performance for public and private companies successfully fueled the investment models for several top tier quantitative hedge funds. Prior to his time with TABB Group, Bob was a well-regarded analyst in the industry, cultivated during his seven years as the Research Director for TowerGroup’s Capital Markets practice. He has also held senior positions at Lehman Brothers and at Deutsche Bank Securities, where he managed a broad range of strategic development projects, ranging from implementation of automated trading systems for multiple asset classes, to managing technology for global settlements and stock lending operations.

An excellent communicator and contributor to various media, Bob has been a frequent presenter at industry forums on many areas of securities operations. He has appeared on CNN, CNBC television, CBS Evening News, and the Business News Network in Canada, and has been frequently quoted in publications such as The Wall Street Journal, Business Week, Forbes, Financial Times, & The New York Times, as well as brokerage industry trade media including The Trade, Markets Media, Traders, and Waters.

Bob holds an M.B.A. in finance and information systems from Rutgers Graduate School of Management and earned a B.A. degree in economics from Rutgers University. He also served on the faculty of the New York Institute of Finance and the Securities Operations Forum and has lectured at New York University and at SIFMA’s Securities Industry Institute workshop for the Wharton School of Business Executive Education Program.

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