Rod Cozart, MBA, CSPO®

Strategic leadership in global initiatives, client solutions, investment data management, and operations with a commitment to championing growth and excellence through integrity and teamwork.

• MBA and a 25-year track record in the Investment Management domain, consistently delivering client-focused solutions.

• 14 years of experience leading and managing high-performing teams.

• Global data owner for critical domains, including Investment Strategies, Competitors, Composites, and Attribution delivery. Previously served as the global data owner of Securities Terms & Conditions, Ratings, Issuers, Benchmarks, and Time Series.

• Adept at collaborating with Senior Management to drive and successfully implement firm-wide initiatives from concept to launch. • Unique blend of business and technical skills with a demonstrated ability to manage, analyze, and implement cross-functional data-driven solutions for key operations.

• Successfully served as Chair of a global transformational initiative, a current member of the Operations Committee, and past leadership as the Chair of the New Instrument Working Group.

• Strong Project Management skills and deep experience with Agile and SDLC methodologies.

• Positions data as a strategic asset to serve as a competitive advantage and identifying opportunities to generate revenue or reduce costs.

• Proficient in various systems including eVestment, Morningstar, InvestOne, Charles River Investment Management System, Thomson PORTIA, and others. Skilled in working with data providers such as Bloomberg, ICE/IDC, Refinitiv/Thomson Reuters, eVestment, Morningstar Direct, and more. Proficiency in SQL, Excel, and other key applications.

My resilience and determination, combined with my strategic insight, operational expertise, and technical proficiency, positions me to drive optimization from strategy to traction and help transform organizations from silos to synergies.