Ross McLellan

Ross McLellan is President of Harbor Analytics. Harbor Analytics provides transaction cost analysis and consulting to Asset Owners.

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Harbor Analytics is a transaction cost analytics and consulting firm focusing on measuring and managing costs for Asset Owners. Harbor serves only Asset Owners to remove conflicts associated with receiving revenue streams from both Asset Owners and the asset managers that are being evaluated. We provide independant analysis of all transition events and aggregate the data to provide meaningful feedback to clients and the transition managers they choose.

Global Markets Division at State Street

2010 - October 2011

Global Head of State Street Global Markets Portfolio Solutions Business o Responsible for global agency trading businesses with over $200 million in revenue and 150+ employees across the globe o Managed all Asset Owner facing businesses Pacific o Responsible for the global equity sales and trading business which grew by over 100% each of last two years o Oversaw all aspects of acquisition of Pulse Trading including due diligence and negotiation of terms o President of State Street Global Markets, LLC, State Street's US broker dealer o Oversaw State Street Currency Overlay business which had a CAGR of 75% for last three years o Member of State Street Global Markets Executive Management Group

Investment Committee at State Street

2005 - October 2011

North American Regional Benefits Committee (formerly State Street Investment Committee) o One of seven committee members acting as Fiduciary to State Street's $2 billion defined contribution plan o Responsible for overseeing investment options within 401k plan and making changes when appropriate o Committee was responsible for monitoring investment management and administration performance and fees o Monitor delegated responsibility for $500 million defined benefit plan

Transition Management at State Street

1997 - 2010

Global Head of Transition Management o Responsible for all aspects of Transition Management product including sales, trading, strategy, and transaction cost analysis o Led US transition management business from 2001-2008 with a 20% CAGR o Took over responsibility of global transition business in 2008 and grew ex-US revenue by over 30% each year o Introduced new extended transition management product set including cash equitization, interim asset management, long short overlay and liquidity management o Created State Street's pre, during and post trade transaction cost models o Represented State Street at conferences and with media o Authored multiple transition management articles for industry periodicals

President at Harbor Analytics, LLC

January 2012

Harbor Analytics provides transaction cost analysis on equity, fixed income and foreign exchange trading. We measure these costs associated with on-going investment managers, fund of funds platforms, transition management and company stock trading within 401K plans. Once costs are measured, we compare these costs to our proprietary benchmarks and provide our clients actionable feedback with respect to their providers.

Boston College - Carroll School of Management

1995 – 1997

Master of Science (M.S.)

Stonehill College

1990 – 1994

Bachelor of Science (B.S.)

Concentration: Finance