Scott Porter

Scott Porter is a Strategic Advisor on the Capital Markets team at Aite-Novarica Group, focusing on post-trade processing and technology, custody, financial market infrastructure, brokerage operations and compliance, and corporate actions. He is also Director of the firm’s Buyside Operations Research Council.

Scott has spent over 25 years in post-trade processing and related compliance, risk, and technology. At Brown Brothers Harriman & Co., he led a growing global custody department responsible for international corporate actions, securities lending, and global securities and income reconciliation, eventually leading the project to automate those functions.

As a consultant, he designed systems to automate U.S. corporate actions and mortgage-backed securities custody and settlement optimization for top-tier buyside clients.

At Thomson Reuters, Scott was the founding publisher of Securities Industry News, a weekly newspaper covering securities operations and technology. He has published feature articles in major industry publications, including Wall Street & Technology and Investment Operations Magazine, and is the author of the book, Processing Non-Standard Securities, published by Asset International. At The Summit Group, he was the publisher and executive editor of Fixed Income Daily and the Journal of Securities Operations.

Scott was a co-founder and principal of Securities Operations Forum, where he was Director of Research and Conferences as well as the editor of Securities Operations Letter, the first operations-related newsletter in the securities industry. He was also the co-founder of Financial Markets World, overseeing the development of post-trade research, training, and conferences for hundreds of top buyside firms, broker-dealers, and custodian banks in the U.S. and Europe.

Scott has an MBA from Wagner College in New York City, a B.S. in Management from Nyack College.