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Conquer direct indexing, enhance investment data management & refine data quality
Direct indexing is emerging as a popular solution for asset managers looking to take advantage of tailored investment strategies.
Partner, Chief Revenue Officer
Tony Kauzlarich is Partner and Chief Revenue Officer at Grandview Analytics, where he leads the firm’s revenue strategy, client development, and go-to-market efforts. He leverages over 20 years of financial services and capital markets experience to expand market presence, deepen client relationships, and drive growth across the firm.
Tony has an extensive leadership background at well-known financial institutions, along with financial services consulting experience in transformational data management, data governance, systems implementation, and technology integration programs supporting trading and middle office functions. He also plays a key role in advancing client delivery and strengthening enterprise domain expertise across the firm.
Prior to joining Grandview, Tony oversaw the North American division of the Client Reporting and Analytics Group for Neuberger Berman. During his time at UBS, Tony held diverse roles across the middle office, leading functional teams and transformational efforts within the actively managed hedge fund division of UBS (O’Connor).
Tony holds a BS in Finance from Eastern Illinois University and an MBA from DePaul University with a concentration in Finance. Tony is based in Milwaukee and enjoys spending time with family; playing hockey, golf, and other competitive games; and coaching youth hockey teams.
Direct indexing is emerging as a popular solution for asset managers looking to take advantage of tailored investment strategies.