Overview
Robert (“Rob”) Barsky is an accomplished technology executive and consultant with more than 35 years of leadership experience designing and executing enterprise-wide technology strategies across the financial services industry. A decisive and innovative leader, he is recognized for transforming legacy operations, implementing complex system migrations, and guiding organizations through periods of rapid technological and regulatory change.
At C&A Consulting, Mr. Barsky leads technology management and transformation initiatives for clients spanning the investment management, banking, broker-dealer, lending, and mortgage servicing sectors. His work integrates deep domain expertise with hands-on execution to build scalable, secure, and efficient technology environments aligned with business strategy.
Experience & Leadership
Mr. Barsky’s experience includes both executive and consulting roles where he has guided firms through transformative modernization and organizational redesign efforts.
Key highlights include:
- FinTech SBA Lending Leader – Served as interim CTO for the leading fintech in the U.S. SBA lending industry, overseeing the shift from client-server to cloud-based technology during the rollout of the U.S. Government PPP program for a Top 5 U.S. bank.
- Major State Pension Fund – Led an operational assessment and redesign of the enterprise operating model, delivering a comprehensive modernization roadmap.
- Independent Mortgage Servicer – Appointed by a lead state regulator to restructure technology operations for a 10,000-employee mortgage servicer, including a full re-platforming of legacy infrastructure.
- Boutique International Wealth Management Bank and Broker-Dealer – Designed and implemented a workflow-enabled, central data and mobile platform for investment management and trading.
- Hedge Fund Interim CTO – Directed ten concurrent transformation initiatives, including the implementation of new portfolio management and data warehouse systems, enhanced cyber controls, and advanced network resilience.
Previously, Mr. Barsky held senior leadership roles at Thomson Financial (now LSEG Refinitiv), serving concurrently as CEO of BETA Systems and DigiTrade, and as EVP of ILX Systems. He also held executive and technology management roles at Salomon Smith Barney and E.F. Hutton, and began his career developing large-scale accounting and processing systems with Arthur Andersen & Co.
Core Expertise
- Technology Strategy and Execution
- FinTech and Data Integration
- Risk Mitigation and Cyber Resilience
- Program Leadership and Change Management
- Enterprise Architecture and Cloud Migration
- Operations Modernization and Efficiency Improvement
- Vendor Management and Strategic Partnerships
- Technology Due Diligence and M&A Integration
Industry Engagement & Advisory
Mr. Barsky is widely regarded for his ability to bridge technology, operations, and business objectives. He has:
- Mentored CTOs and technology managers across hedge funds and private equity firms.
- Advised on vendor management, data governance, and operating model design.
- Supported portfolio managers in leveraging technology and data analytics to enhance business intelligence and reporting.
- Founded and raised venture capital for a fixed-income electronic trading and execution broker-dealer.
Education
B.A. in Economics, Duke University (Durham, North Carolina)