PE-backed Investment Metrics expands team and board of directors

Investment Metrics, which is backed by Capital Resource Partners, has named Thomas Carlson as vice president to lead sales and marketing. Also, the firm has added Dr. Gerry Mintz to its board of directors. Based in Darien, CT, Investment Metrics is a provider of investment performance analytics, manager research and reporting solutions for investment consultants, wealth advisors, institutional investors and asset managers.


DARIEN, CT–(Marketwired – May 8, 2014) – Investment Metrics, LLC, a global provider of investment analytics and reporting solutions for investment professionals announced today that Thomas Carlson joined the firm as Vice President to lead sales and marketing, and appointed Gerry Mintz, PhD to the firm’s Board of Directors. Both positions are new.
Thomas Carlson brings over 20 years of senior leadership and business development experience to Investment Metrics. He spent more than 17 years in Global Business Development with Morningstar, Inc., including nine years with Ibbotson Associates. Prior to Morningstar, Tom was a Senior Account Manager with The Alcar Group, Inc. Tom earned a BS in Finance from DePaul University.
“I was drawn to Investment Metrics because of its people and its mission,” says Tom Carlson, adding, “Investment Metrics is passionate about its work and commitment to its clients. I am thrilled to be part of a firm that embodies an entrepreneurial spirit and is ready for the next stage of growth.”
Tom is located at the firm’s corporate headquarters in Darien, CT. He reports to Sanjoy Chatterjee, CEO of Investment Metrics, who says “We are delighted to have Tom join the team at Investment Metrics. Tom is a seasoned professional who brings a wealth of relevant industry experience in the financial technology market that will be an asset to help grow the organization.”
Gerry Mintz is a senior operating executive and advisor with over 25 years’ experience in financial technology. Gerry is currently the founder and Managing Partner of Percepta Partners, an Advisory firm focused on helping businesses develop and implement product/market growth strategies in the B2B information and enterprise software space. It was in the capacity of a strategic advisor that he first became engaged with Investment Metrics over a year ago. Prior to founding Percepta Partners in 2010, Gerry was CEO of PerTrac Financial Solutions, President of Gartner Executive Programs, CEO of Fame Information Services (acquired by SunGard Market Data Service); and held several divisional President roles at Reuters and Thomson Financial. Gerry earned both a PhD and Masters Degree in Electrical Engineering (Biomedical) from the University of Toronto.
“Gerry Mintz has served on the boards of both private and public corporations in addition to acting as an adviser to several venture capital and private equity firms. His deep industry and operating experience with companies like Investment Metrics will help shape the strategic direction of the firm in order to expand to new markets,” says Andrew Silverman, Member of the Investment Metrics Board of Directors and Partner, Capital Resource Advisors.
Adds Sanjoy Chatterjee, “At Investment Metrics, we continue to invest in people and technologies that will evolve our offerings to better serve our clients. We are excited to expand our team with two highly accomplished and successful individuals. Each has significant experience that will help further Investment Metrics’ strategy of providing innovative products and solutions for institutional and wealth management advisors.”
About Investment Metrics, LLC
Based in Darien, CT, Investment Metrics ( is an independent provider of investment performance analytics, manager research and reporting solutions for investment consultants, wealth advisors, institutional investors and asset managers. Built by institutional investment consultants for investment professionals, our solutions include PARis (performance analytics and reporting), InvestWorks (manager search and due diligence), EQuest (manager data portal), peer universe data, outsourced reporting services and market insight through its recent acquisition of InterSec Research. Our clients include global investment consulting and advisory firms, advising to approximately US $4 trillion in assets.
About Capital Resource Partners
Capital Resource Partners (“CRP”) is a 26-year-old Boston-based private equity fund that manages over $1.1 billion across five funds. CRP specializes in providing growing companies with flexible junior capital to help realize growth and change-of-control objectives. CRP focuses its investment efforts on companies with $5-$75 million in revenue that are profitable and operate in the business services, information technology, education, health care and industrial technologies industries.