James Wolstenholme

Strategic Advisor

Areas of expertise:

Active Trading, Advisor Trends, Agile Development, Banking Products in Wealth Management, Blockchain/DLT, Brokerage Operations and Compliance, Buy-Side Governance, Buy-Side Performance and Index Measurement Client Reporting, Buy-Side Portfolio Management Systems, Buy-Side Portfolio Risk Management, Buy-Side Research, Buy-Side Risk and Compliance, Cash Management, Client Engagement and Reporting, Cloud, Compliance, Core Systems, Corporate Actions, Corporate Portals, Corporate Treasury, Custody, Data and Analytics, Data Management, Data-Production Process, Digital Transformation, Electronic Trading, Emerging Markets, Environmental, Social and Governance (ESG), Equities Market, Financial Market Infrastructure, Fixed Income, Foreign Exchange, Front-Office Trading Technology, Fund Administration, Global Cash Management, Institutional Asset Owners, Lending and Related Technologies, Liquidity Management, Listed and OTC Derivatives, Loan Processing, Machine Learning and AI, Market Structure, Marketing Analytics, Post-Trade Processing and Technology, Regulations, Return-on-Investment Analysis, Risk Management, Stress Testing, Underwriting, Vendor Management
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Jay started his career in capital markets as a project manager and developer in the financial futures department, specializing in S&P 500 program trading arbitrage. He designed and built electronic program trading interfaces at Salomon Brothers, later acquired by Citi Group, and then worked on prime brokerage, security finance, fixed income, and commodity projects.
Jay was head of North America fixed income funding technology at UBS for a decade before becoming a research analyst at Gartner. Ever since, Jay has combined his financial industry knowledge and technical experience with research and advisory work from Celent and Tabb Group. Now at Datos Insights, his focus is across capital markets, both sell-side and buy-side.
Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University, and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

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