The Assette Story
Assette was founded in 1998 to dramatically improve the way institutional investment
management firms communicate with their clients. Two industry veterans at Frontier Capital Management Company
realized that, by leveraging the power of technology, marketing, client service
and productivity could be dramatically improved, while freeing firms from their
reliance on manual efforts to effectively communicate with clients.
Assette is run by experienced professionals and guided by a board of directors with
extensive experience in the investment management industry.
Thusith I. Mahanama
Mr. Mahanama, Assette's co-founder and board member, is responsible for the company's
overall strategic direction and marketing plan. Mr. Mahanama brings over 15 years
of technology management experience to Assette. Before founding Assette, he was
responsible for managing information technology at Frontier Capital Management Company
in Boston, which manages over $10 billion in assets for institutions. At Frontier,
Mr. Mahanama created one of the industry's first online client communications systems,
which provided daily portfolio data to clients.
Mr. Mahanama has a B.S. in Information Systems and Marketing from the University
of Wisconsin-Superior and an M.S. in Management Information Systems from Boston
University's Graduate School of Management. Mr. Mahanama is also a member of the
Boston Security Analysts Society.
Head of Business Development
As Head of Business Development, Brian introduces Assette’s unified sales and client
communication software to companies of all sizes.
With more than 30 years of experience in the financial services industry, Brian is passionate
about helping the asset manager community improve efficiency and save time. He is an expert at
spotting emerging trends and developing strategic partnerships with industry leaders.
Prior to his role at Assette, Brian was the Senior Vice President, Business Development at
eVestment and held a variety of roles at Loomis Sayles & Company.
Brian holds a BA in Economics with a concentration in Finance from Framingham State University.
Brian loves showing clients the power of Assette’s unified data engine in action – go ahead and
ask him for a demo
Director of Client Services
As Director of Client Services, Kathleen helps clients maximize the benefits of Assette’s unified
sales and client communication software.
Kathleen is a 20-year veteran of the financial services industry with expertise in client service,
consultant relations, marketing consulting and content development with institutional asset
management firms and companies in the financial, technology, education and non-profit sectors.
Prior to joining Assette, Kathleen was a Marketing and Technology Consultant at Loomis,
Sayles & Company, focusing on their AI-enhanced marketing database. She has also held senior
marketing and client service positions at JLT Capital Partners, KCW Consulting, Hamersley
Partners and Independence Investments.
Kathleen holds an MBA from Babson College, Franklin W. Olin Graduate School of Business,
and a Bachelor of Arts degree from the University of New Hampshire.
Assette is backed with funding from an all-star group of prominent individuals in
the investment management industry. Assette investors include:
Peter Bennett, former Chief Investment Officer of State Street Research and
Grace Fey, former EVP and Director at Frontier Capital
- J. David Wimberly, Chairman Emeritus at Frontier Capital
Michael Cavarretta, Chairman of Frontier Capital
- James Colgan, Portfolio Manager at Frontier Capital
Nalin Kulatilaka, Professor of Finance at Boston University
Michael Barry, General Partner of Barrier Island Capital