Management Team

InvestTech’s team of seasoned consultants averages nearly 15 years of experience in trading systems and investment technology—our management averages over 25 years of experience. Our consultants come directly from money management firms or from the vendor community—and often from both. We hire highly capable people with extensive track records of successful investment technology project experience—we do not believe in training on the job at your expense.

Bruce E. Vollert

Principal and Co-Founder
Bruce has more than 22 years of experience in the field of investment management systems for institutional investors, having served in a variety of capacities including management consulting, product management, and executive management for the nation's largest provider of computerized portfolio management and capital markets trading systems.

Mr. Vollert was educated at the University of Colorado, Boulder where he earned a BS in Finance. He earned an MBA at the U.C.L.A. Anderson Graduate School of Mgmt. Bruce has also been published as a Contributing Author in The Handbook of Mortgage-Backed Securities, Chapter: “Computerized Support for Mortgage-Backed Security Investing”.  

Jeremy M. Hurwitz

Principal and Co-Founder
Jeremy has over 20 years experience in the investment systems and computer technology fields working with large, global institutional investment organizations. Mr. Hurwitz has extensive knowledge and experience in investment systems, data management and reporting technology.  Jeremy provides technology consulting in the design and implementation investment data management systems, vendor system implementations and technology integration projects.

Mr. Hurwitz has a BS in Computer Science & Applied Math, a Post Graduate Degree in MIS from the University of the Witwatersrand in South Africa and has also completed the Securities Analysis and Portfolio Management coursework at the U.C.L.A. Graduate School of Management.

Bennett Kaplan

Principal
Bennett has more than 17 years of experience in the field of investment management systems for institutional and private client investors, having served in a variety of capacities including senior manager of the investment technology development and support staffs at two major investment organizations, Weiss Peck and Greer and Oppenheimer Capital.

Mr. Kaplan has a BS in Management Information Systems from the State University of New York at Buffalo and an MBA in Finance from Northeastern University. 

Jill Katz

Senior Manager
Jill Katz has more than 21 years of experience in the field of investment management systems for institutional investors, having served in a variety of capacities including senior management of investment systems support and operations for two large institutional investment organizations, Zurich Scudder and AIG. Ms. Katz has a BS in Economics from Northwestern University and an MBA in Finance from New York University. 

Kevin Coffin

Senior Manager
Kevin Coffin has more than 15 years of extensive project management and systems implementation experience as the project leader on an Eagle PACE and STAR implementation, leading a PAM implementation at Wells Capital, and implementing and managing PAM operations for eight years at a very large fixed income investment management firm. Kevin received his BS in Accounting from Loyola Marymount University and an MBA in Management from the University of La Verne.