About

Director of Finance

Al has over 25 years of experience in finance and accounting, primarily as the Controller or Finance Director within manufacturing organizations. His expertise spans financial reporting, financial analysis, budgeting, cash flow analysis, supply chain management, and mergers and acquisitions. He is well versed in U.S. generally accepted accounting principles (GAAP) and holds a BS in Accounting from the University of Pittsburgh.

West Coast Director

Bhawin has more than 25 years of IT experience spanning semiconductors, software development, healthcare, non-profit work, hospitality, construction, and managed services. He has managed teams to implement strategic solutions to improve the user experience, reduce costs, and simplify support. He has a BS in Information Systems Management from the University of San Francisco and an AAS in Electrical Engineering Technology from Heald College. Bhawin also holds a PMI Certificate in Project and Program Management from the University of California at Santa Cruz.

Partner, Director of Clients

Gazi has over 25 years of experience in IT and financial services. Before joining HalcyonFT in 2010, he spent two years as the Head of North America IT at Louis Capital Markets, and eight years as the IT Manager for Putnam Lovell NBF, a global investment bank. He has also worked in various IT departments at Merrill Lynch, including global email messaging, retail trade support, and institutional trade floor support. Mr. Ali earned a BS in Electrical Engineering from Polytechnic Institute of New York University.

Partner, Director of Systems

Hugo’s career in financial services spans over a decade, and he has more than 25 years of IT experience specializing in systems gap analysis, cybersecurity, and business continuity strategy. He draws on his subject matter expertise to provide customized IT solutions to meet each client’s needs. He routinely exceeds regulatory requirements by implementing multi-layered cybersecurity strategies, enhanced disaster recovery, and innovating office technology.

Midwest Director

Jeffrey joined HalcyonFT in 2024, bringing more than 20 years of experience at Wells Fargo, where he was an IT leader with expertise in risk management, IT compliance, and security governance. Based in Minneapolis, he is committed to ensuring that HalcyonFT clients throughout the Midwest receive the same exceptional service as our clients in the East Coast and West Coast regions. Jeffrey studied Strategic Communications at St. Cloud State University and also attended Normandale Community College.

Partner, Director of Projects

Joe has more than 20 years of IT experience within financial services and other areas of the private sector. For most of his career, he has been an IT generalist focusing on project management and working on large-scale infrastructure and cloud-based technologies. He serves clients while drawing on his deep understanding of SOX regulatory compliance, ISO standards, quality management, and NIST, SEC, and FINRA regulations.

UK Director

Mo has more than 20 years of experience in IT support and consultant roles, primarily in the financial services sector. He previously founded and served as the Managing Partner of Topology MS, a UK-based managed services company delivering bespoke solutions and outstanding client service. Since 2023, Mr. Wahid has been directing HalcyonFT’s London office and guiding the firm’s European expansion. He holds a diploma from Kingston University in London.

Director of People & Culture

Steffany has more than 13 years of experience in people operations and HR within IT, government contracting, and retail operations. Her expertise spans talent acquisition, retention, corporate culture, employee engagement, operations, labor law compliance, and process improvement. Steffany holds a BS from Kentucky Wesleyan College and an MBA from Murray State University. She also has SPHR certification from the HR Certification Institute and SHRM-CP certification from the Society of Human Resource Management.

Managing Partner

Recognized as one of InfoWorld’s top 25 CTOs, Rodric has over 30 years of IT experience within the financial services and technology sectors. Before founding HalcyonFT in 2010, he served as the CTO of Blum Capital Partners, an investment management firm with approximately $3 billion of assets under management. He was also the CTO at Putnam Lovell NBF, a global investment bank. Rodric earned a BS (Joint Honors) in Computer Science and Accounting from the University of Manchester.

– Mo Wahid. UK Director

– Bhawin Mistry. Bhawin Mistry West Coast Director

– Steffany Hofmeister. Director of People & Culture

- Hugo Gonzalez. Partner, Director of Systems

Projects Lead

"Our clients trust us as the bridge between their core competencies and their IT requirements."

Senior Team Lead

"Our top priority is to understand our clients' needs and recommend the best technology solutions for achieving their goals."

Projects Lead

"Our clients trust us as the bridge between their core competencies and their IT requirements."

Senior Information Services Advisor 

“The HalcyonFT leadership team provides a high level of support and communication to foster our in-depth knowledge and appreciation of each client’s needs.”

Senior Information Services Advisor

"HalcyonFT provides clients with peace of mind, allowing them to focus on their core business."

Senior Information Services Advisor 

“HalcyonFT is the first place I’ve worked where I feel like management truly cares about employees and wants their input in business decisions.”

Senior Information Services Advisor

"At HalcyonFT, we approach every service request with unparalleled attention to detail."

Senior Information Services Advisor

"What can you expect from HalcyonFT? Top-tier service from a top-tier organization."

Partner, Sr. Info Svcs Advisor

“IT is changing so quickly, so it’s exciting to be at the cutting edge, helping clients evaluate new solutions and determine which ones are the best fit for their needs.”

Senior Information Services Advisor 

“In my role with HalcyonFT, every day brings something new: a new challenge, a new learning opportunity, and a new chance to grow in the field of technology.”

Senior Information Services Advisor

"HalcyonFT provides exceptional, white-glove support. We provide solutions for our clients’ needs or identify the next course of action as quickly as possible."

Remote Team Lead

"Our service is built on trust and a mutual understanding that we will provide the best possible service to each of our clients."

Senior Information Services Advisor

"Our services are customized for each client. One size does not always fit all, so having specific solutions ultimately leads to better results and more satisfied clients."

Senior Information Services Advisor 

“Our company culture is highly collaborative, and we take care of each other. HalcyonFT is infused with a friendly, energy that drives success for our clients and team.”

Senior Information Services Advisor 

“I'm passionate about using cutting-edge technology to keep companies safe. HalcyonFT provides great opportunities for me to serve our clients while striving for excellence.”

Purchasing coordinator / Finance Purchasing and Acct

“At HalyconFT, I enjoy having the ability to speak openly to understand needs in a collaborative, flexible, and comfortable environment”

Senior Information Services Advisor

“The experts at HalcyonFT leverage technology and its delivery to achieve clients’ desired outcomes, allowing clients to focus on their business.”

Senior Information Services Advisor 

Our team provides exceptional service and solutions that are tailored to meet our clients’ unique needs. I try to be as proactive as possible while learning the clients’ environments, so I can support them effectively.

Senior Information Services

"HalcyonFT has a singular purpose: to provide the best possible experience for all clients."

Senior Information Services Advisor

"Everyone works together to deliver the best outcomes for each of our clients."

Senior Information Services Advisor

"HalcyonFT delivers services and solutions that help our clients become more efficient and more focused."

Senior Information Services Advisor

"At HalcyonFT, we always focus on providing exceptional service, responding to clients’ requests and delivering positive outcomes for all stakeholders."

Systems Lead

“Our team provides knowledgeable resources and innovative solutions to meet the needs of all our clients—the most integral part of HalcyonFT."

Senior Information Services Advisor Systems

"HalcyonFT resolves issues with agility and thoroughness that are unmatched in the marketplace for managed IT services."

Senior Information Services Advisor

"HalcyonFT's high-end services include full attention and innovative technology solutions that optimize our clients’ operations."

Senior Information Services Advisor 

Service is such an important part of everything we do at HalcyonFT. At the end of each day, it’s a great feeling to know that we’re helping people through technology.

Senior Information Services Advisor 

In the past, I’ve been assigned to teams with a “good-enough” mentality, but at HalcyonFT everyone is truly striving for excellence.

People Coordinator / People Operations

“I enjoy developing initiatives that promote inclusivity, growth, and overall well-being, making the workplace better for everyone.”

Senior Information Services Advisor 

“Everyone I've met has been incredibly friendly, making Halcyon very welcoming and positive. I'm excited to grow in my role and contribute.”

East Coast Team Lead

"Our clients are an extension of us. We dive deep to fully understand their challenges, and then we work quickly to deliver the best, most effective solutions."

Remote Team Lead / Remote Team

“HalcyonFT has a strong commitment to understanding and addressing the specific needs and requirements of each client. This allows us to provide the customized solutions that work best for them.”

Senior Information Services Advisor 

HalcyonFT truly is a “Great Place to Work.” My time here has helped me become a better IT professional and, more importantly, part of a team that knows the importance of good customer service.

Senior Information Services Advisor 

“What I like most about my work with HalcyonFT is the variety in tasks as I look after multiple clients/technologies. Each day is filled with interesting things to do, which keeps my engagement high.”