SS&C Advent B2B Case Studies & Customer Successes

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 Trust

Doug Turner

Principal and Director of Operations

Dolan McEniry Capital

Jason Scheffler

Director of Operations

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

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

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

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

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

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

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