What we have at GlobeFlex is a flexible, focused group of intelligent people. And we get things done, rather than going from meeting to meeting, communication is continuous and specific. It's pretty simple, but people here really appreciate where they work.

I'm a technology nut and GlobeFlex is definitely on the forefront. If we don't know about a program or system that is out there, we investigate it. At this point, we are running one of our industry's most innovative order-management systems, we've just implemented a new recon system, and we're looking at the next generation of portfolio accounting. Systems can be frustrating with their bugs in the beginning, but once you've worked through them you run much more efficiently. Every group that gets together here first asks "is there a technology solution?"

Probably the biggest challenge with automation is how you can easily lose your sense of purpose. Here I lead the operations team and everybody has a different background and perspective which makes it so interesting. Every issue has multiple looks and with a team of our size and experience, we can quite quickly flush out the optimal solution.