SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years. They help firms minimize risk, work together seamlessly with their clients, and help shape the future of investment management.
Showing 129 SS&C Advent Customer Success Stories
Adelphi Capital
Nick Tyler
Chief Operating Office
AdvicePeriod
Steve Lockshin
Founder and Chief Executive Officer
Allegro Kapitalforvaltning
Nicolai Haugan
Director of Marketing
Altamount Capital Management
Pranav Joshi
Director of Operations
Archvest Wealth Advisors
Eric Lai
Chief Executive Officer and Co-Founder
Arrowroot Family Office
Rob Santos
Chief Executive Officer
Aspen Private Advisors
Jeremy Sorenson
Co-Founder
Athena Capital Advisors
Alan Slaughter
Reporting Associate
Ativo Capital Management
Patrick Cunningham
Operations Manager
Avalon Advisors
Gary Bonner
Chief Operating Officer
Avalon Advisors
Jose Medina
Managing Director
Bahl & Gaynor Investment Counsel
Glenn Warden
Chief Information Officer
Balasa Dinverno Foltz LLC
Mark Balasa
Co-CEO and Chief Investment Officer
Boston Financial Management
Charles Zambri
Chief Compliance Officer and Director of Client Service
Brown Capital Management
Devin Dockery
Portfolio Administrator
Buttonwood Financial Advisors
Damian Gallina
Principal
Caceis
Glynis Clarke
Supervisor of Centralized Operations Group
Caldwell Sutter Capital
Chris Anderson
Chief Compliance Officer
Certified Advisory Corporation
Joseph Bert
CEO
Cetera Financial Group
Leda Csanka
, Vice President and Chief Information Officer
Chilton Trust Company
Josh Rosen
Senior Vice President
CIBC Capital Markets
Graham Jones
Director of Prime Brokerage and Alternative Execution Services
Connor, Clark & Lunn
Lee Damji
Chief Information Officer
Cooper Lapman Financial
Mimmy Cooper
Principal
Cornerstone Advisors
Jeff Huse
CIPM, Managing Director-Technology
Cornerstone Advisors
John Canorro
Managing Director, Operational Due Diligence
Cortina Asset Management
Lori Kaczynski Hoch
Principal and Chief Operating Office
CPS Investment Advisors
Michael Scott
Senior Portfolio Analyst
Dalton, Grenier, Hartman, Maher & Co
Erika Donalds
Vice President and Controller
Dalton, Grenier, Hartman, Maher & Co
Erika Donalds
Vice President and Controller
David Vaughan Investments
Amy Cowen Hoelzel
Senior Client Services Associate
Detalus Advisors
Clint Lewis
Managing Director
Disciplined Growth Investors
Cindy Lee
Operations Team Leader
Disciplined Growth Investors
Peter Rieke
Chief Compliance Officer and Manager of Information Technology
Diversified Private Investment Firm
Diversified Trust
Doug Turner
Principal and Director of Operations
Dolan McEniry Capital
Jason Scheffler
Director of Operations
Dutch Private Bank
Wolf
Business Analyst
Emirates NBD
Balaji Krishnamurthi
IT Application Development and Management
Endowment Capital Group
Nicole Beden
Research Analyst
Equinoxe Alternative Investment Services
Helen Parfit
Global Head of Business Development
Essex Financial Services
Ronald Nelson
Chief Operating Officer
European Reliance Asset Management
Thomas Konstantinidis
Managing Director
European Value Partners
Mark Bole
CEO
Falcon Private Wealth
Nick McCall
CEO
Forbes Family Trust
Christopher Fagley
Chief Operating Officer
Formuesforvaltning
Fredrik Steen
Chief Operating Officer
Frantzen Capital Management
Eric Frantzen
CEO and Portfolio Manager
Freed Investment Group
Charlie Hulbert
Compliance Officer
GlobalView Investments SA
Peter Jan Kroon
Managing Partner
Granite Investment Advisors
Debra Wentworth
Vice President of Operations and Chief Compliance Officer
Grisanti Capital Management
Mike Pietzak
Chief Operating Officer
Heartland Advisors
Nicole Best
Senior Vice President and CFO
Heptagon Capital
Robert Rosenberg
Chief Operating Officer
HMI Capital
Justin Nyweide
Managing Director
Homrich Berg
Christopher Casdia
Compliance and Operations Manager
Hunter Associates
Erica Snyder
Managing Director
Hutchinson Capital Management
Kelli Frostad
Vice President and Director of Operations
IBS Capital Allies
Rogier Wolf
Operations Manager
IBS Capital Allies
Rogier Wolf
Operations Manager
Instituut voor Vermogensopbouw
William Van der Maas
Founder
Ironwood Capital Management
William McClelland
CAIA, Vice President
J.P. King Advisors
Nancy Gire
CPA, CFP®, Senior Financial Advisor and the firm’s Director of Operations
J.P. King Advisors
Scott Horton
President
Jamison, Eaton & Wood
Lisa Bellando
Vice President of Administration
Johnson & White Wealth
Robert Allan
Wealth Advissor
Key Client Fiduciary Advisors
Eric Fishman
Founding Partner
Keywise Capital Management
Lizza Chiu
Chief Financial Officer
Kimery Wealth Management
Kevin Kimery
President and CEO
Klingenstein, Fields & Co
Jonathan Roberts
Senior Vice President & Chief Compliance Officer
KuE Capital
Rodrigo Lopez Buenrostro
Head of Asset Management
Laaken Asset Management N.V.
Sem Ongering
Manager of Research
Lapides Asset Management
James Betz
Chief Operating and Compliance Officer
Leading Healthcare Company
Lincluden Investment Management
Lynn Eplett
Vice President
Lincluden Investment Management
Glen Pichanick
Assistant Vice President Trading
London & Capital Group
Jonathan Campbell
IT Project Manager
Mairs and Power
Sharon Castle
Investment Operations Associate
Manitou Investment Management
James Meadows
Executive Vice President, Operations
Marietta Investment Partners
Amanda Grams
Portfolio Administrator
Matthews International Capital Management
James Walter
CFA, Executive Vice President of Investment Operations
Mittleman Investment Management
Evan Newman
Director of Marketing and Business Development
Mont Pelerin Capital
Michael Cancelleri
Senior Vice President and Portfolio Manager
NDB Wealth Management
Prabodha Samarasekera
Chief Executive Officer
New York Based Hedge Fund Company
Oyens & Van Eeghen
Tim Nijhuis
Business Analyst
Padilla Wealth Management
Dion R. Padilla
President & Chief Executive Officer
Pareto Asset Management
Zoltan Horvath
Systems Manager
Pendo LLC
Tina Larsson
Chief Executive Officer
Piedmont Financial Trust
Edward Wright
Senior Manager and Trust Officer
Plimsoll Mark Capital
Bart Weisenfluh
Co-Founder and Managing Director
Polunin Capital Partners
Varun Sukthankar
Head of Operations
Portfolio Solutions
James S. Gladney
Chief Executive Officer
Quantopian
Marc Volpe
Chief Financial Officer
Quintillion
Charles Gillanders
CTO
Rand Merchant Bank
Mike Wright
Business Architectect
Reby Advisors
Devone McLeod
Certified Financial Planner
River Road Asset Management
Thomas Mueller
Chief of Operations and Chief Compliance Officer
RK Capital Management
Kevin Sonnett
Co-Founder and Managing Partner
Rushmore Investment Advisors
Aaron Vann
Head of Trading and Operations
Schechter Investment Advisors
Aaron Hodari
Managing Director and Chief Investment Officer
SEB Asset Management
Jens Nødskov Pedersen
Chief Executive Officer
Seizert Capital Partners
Greg Kozlowski
Chief Operating Officer
Signature Global Asset Management
Joe D'Angelo
Vice President and Portfolio Manager
SinoPac Solutions + Services
Steve Bernstein
Chief Executive Officer
Somerset Capital Management
Peter Fiveash
Operations Manager
Sp-Fund Management
Sirpa Leinonen
Head of IT
SpareBank1 SR-Bank
Saousen Ludvigsen
Process Advisor
Spears Abacus Advisors
Robert Raich
President
State Division of Investment Services
Statens Pensjonskasse
Liv Jorid Ødegård
Head of Middle Office
Steinberg Global Asset Management
Lisa Marsden
Chief Compliance Officer and Operations Manager
Stonehage Fleming
Glenn Murphy
Chief Operating Officer
Stralem and Company
Leeza Tisnovsky
Controller
Strand Kapitalförvaltning
Bobby Weijmar
Founding Partner, Chief Executive Officer and Portfolio Manager
Taaleritehdas Plc
Karri Haaparinne
Deputy CEO
Tortoise Capital Advisors
Kenneth Malvey
Managing Director
Trillium Asset Management
Bill Noland
Quantitative Analyst and Portfolio Associate
UMB Financial Corporation
Jessica Shumaker
Systems Operations Analyst
Vastardis Capital Services
John Stefankiewicz
Partner and Chief Operating Officer
Veritas Asset Management
James Spence
Head of Investment Operations and IT,
W.H. Reaves
David M. Pass
Vice President, Chief Compliance Officer, and Head of Operations
Wasmer, Schroeder, & Company
Martin Wasmer
CEO/Founder
Wealth Management Partners NV
Martijn Schaar
Application Manager
Williams Jones Investment Management
Hoa Le
Managing Director
Williams Jones Investment Management
Hoa Le
Managing Director
Willingdon Wealth Management
Tom Searson
Managing Director–Portfolio Manager
Zevenbergen Capital Investments LLC
Jim Fasano
Managing Director, Information & Security Systems
Ziegler Capital Management
Matthew Kowieski
CFA, Director of Operations
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