About The Author

Brian Agnew

About Brian Agnew

Since joining Boston Financial Data Services in 2005, Brian has been responsible for the relationship and overall service delivery for mutual fund clients as well as alternative investment product sponsors. Currently, Brian is responsible for managing the Institutional Investor Services teams across Boston Financial. Prior, Brian was with Boston Financial’s parent company, DST Systems, Inc. As a Director, Brian was responsible for all aspects of servicing mutual fund clients including operations, shareholder and broker/dealer servicing, product support, technology, client services and relationship management. Previously, Brian was employed as a Director at BISYS Fund Services with responsibility for multiple mutual fund client relationships. Brian began his mutual fund career with the Vanguard Group of Investment Companies. Over the course of nine years, Brian held various progressive operations management and project responsibilities. Brian started his career in financial services with Chase Manhattan Bank managing several aspects of the credit card operations division. Brian holds a Bachelor of Science in Business and Finance from Mount St. Mary’s College and a Masters of Business Administration from Wilmington University.

Category: Compliance

Money Market Reform – What Now?

On August 13th I had the opportunity to participate in a joint Boston Financial/DST Systems webinar on Money Market Reform moderated by Craig Hollis, Chief Compliance Officer for Boston Financial.…

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Category: Compliance, Industry Trends

Money Market Reform – Preparing for Change

Money market funds, despite low yields and pending regulatory reform, continue to play a key role in our economy. They provide a safe haven for retail investors’ portfolios, stable cash…

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