Carey PackAdvisor, Financial Services

Carey is an experienced senior executive in the Financial Technology industry. An accomplished leader and business builder, Carey successfully ran large organizations, created and commercialized start-up products and services as well as re-energized mature business models. He has extensive experience in all phases of M&A, from upfront strategy to leading accretive, on-target integrations.

Carey currently is President of CSP Advisors, LLC providing specialized strategic services to private equity firms, broker dealers, family offices, fintech and other technology companies. Recent advisory work has included; (i) assisting brokerage firms in the analysis, application preparation and implementation to become a self clearing firm and (ii) advising technology startups in the blockchain space on business development and capital raising strategies. Carey is also a Managing Member of a private venture fund focused on blockchain applications.

From 2002 to 2013, Carey served as the CEO of Convergex Execution Solutions, LLC, the flagship US broker dealer for Convergex Group. His responsibilities included: sales trading & electronic/algorithmic trading and execution; commission and risk management services; alternative trading systems (ATS); and securities clearing services. He joined BNY ESI, the predecessor firm of Convergex, in 1999 as Head of Marketing & Sales.

Prior to Joining Convergex, Carey had an eight-year career at Salomon Smith Barney/Citigroup where he was Head of Prime Brokerage and Clearing Services. In this position, he started and developed the prime brokerage business into a major product line for the firm. Carey began his career at JP Morgan where he had several product development and leadership roles in the firm’s securities services businesses including global custody, securities lending, depositary receipts and paying agency services. He relocated to London where he ran JPMorgan’s European securities services business from 1986 to 1989.

Carey received his MBA from Carnegie Mellon University in Pittsburgh, PA, and his B.A. from Stony Brook University in Stony Brook, NY.