Before founding GTS, John was a Senior Vice President at the Bank of New York (BNY), where he managed the Wholesale Portfolio Transition division.  His group provided management of transition services for plan sponsor consultants, custodians, emerging broker/dealers and other market intermediaries on behalf of their underlying clients. His unit was a part of Credit Suisse First Boston until it was acquired and consolidated into BNY Brokerage.

John introduced the concept of wholesale transition to the market in 1997 when he built the industry’s first platform at Donaldson, Lufkin and Jenrette’s equities group. 

He began his financial services career on the Chicago Board of Trade as a commodities trader for Cooper/Neff.  He is a member of several professional, financial and diversity-based organizations including NASP, APRI and NAA and holds a B.A. from Pennsylvania State University.  He is Series 7 and 63 licensed.



John brings more than twenty years of proven business experience to GTS.  Prior to participating in the formation of the company, John founded and managed Kirk Capital Group LLC (KCG), a private merchant banking and strategic consulting firm, as well as The School Coach LLC, a supplemental education company providing assistance to school-age children.

John was also Senior Vice President and Managing Director for SEI Investments, a publicly held financial services and technology company. During his thirteen years at SEI, he served in a number of capacities including institutional sales, sales management, product management and business line management.  As the head of SEI’s Investment Advisory and Private Client Units, John created and managed business units that became the industry’s market share leaders. 

Prior to joining SEI, John was the Northeast Sales Manager for the Winsbury Company, a privately held enterprise operating in the bank proprietary mutual fund business. John began his career as an investment advisor serving affluent families and small business owners. He holds a B.S. in Finance from the Pennsylvania State University and NASD Series 6, 7 and 26 licenses.



Paul has been practicing law for twenty years. Prior to joining Global Transition Solutions, he was a shareholder at Rubin Fortunato, PC (RF) where he represented financial services companies in various aspects of business law. In his six years at RF, Paul served clients in over twenty states throughout the United States and litigated numerous cases to final adjudication in the National Association of Securities Dealers. Paul also drafted various types of employment and business services agreements and counseled clients on issues ranging from employee policies to client agreements.

Prior to RF, Paul was employed by German, Gallagher & Murtagh, PC where he represented medical professionals and distribution companies. In this capacity, Paul tried over forty cases to verdict in the federal and state courts of Pennsylvania and New Jersey.

Paul is licensed to practice law in Pennsylvania and New Jersey and holds a B.A. in Political Science from Villanova University and a J.D. from Widener School of Law.



Peter oversees the execution of GTS’s entire transition process as he coordinates and facilitates the transition of assets for the company’s client base, both domestically and internationally. He is also responsible for the implementation and support of GTS’s proprietary platforms designed specifically to control the risk management elements of the transition process, as well as pre- and post-trade reporting. Prior to joining GTS, Peter was a senior transition supervisor for the Transition Management division of BNY Brokerage, Inc., a subsidiary of the Bank of New York. He was brought on to supervise all aspects of the transition management process of plan sponsor funds. He coordinated and managed multiple custodial and money manager relationships on a daily basis, while also monitoring trade, settlement, cash flow and transfer processes. 

His experience includes the supervision of several hundred transitions ranging in size from $50mm to over $1 billion per transition. Peter has ten years of prior experience as an Independent Financial Services Provider, providing a broad array of retail investment management and financial services to a proprietary client account base. Portfolio development, strategic planning and asset allocation were among some of the services that he offered while working in the financial services sector.

Peter earned his MBA from the University of Florida and an undergraduate degree in finance from the University of South Florida. He holds Series 7, 24 and 63 licenses with the NASD.  He is also an active member of the Beta Gamma Sigma Honorary Society.



David utilizes his vast experience with the entire spectrum of fiduciary best practices to work with GTS pension fund and endowment and foundation clients across the U.S.

Before joining GTS, he spent 17 years as a practicing attorney. In the field of Professional Ethics, David chaired various bar association committees on professional responsibility and helped redraft the rules governing the practice of law in the State of New York. He later dedicated his career to assisting victims of unscrupulous stockbrokers. For most of his legal career, David worked to redress the wrongs perpetrated by violators of U.S. and state securities laws. A prolific international speaker on issues relating to corporate fraud and corporate governance, David was regularly sought out by educational organizations involved in instructing pension fund trustees. He formulated various best practices regimens for pension funds throughout the U.S. and serviced more than 120 pension funds.

David received his undergraduate degree from Brandeis University and graduated in the top of his class from Brooklyn Law School. He is Series 7 and 63 licensed.