Setting You Up For Success

Setting You Up For Success

Our leaders are motivated by an unwavering commitment to deliver an exceptional product backed by outstanding support.
  • Photo - Brian Justice
    Brian Justice
    Vice President, Advisory Sales
  • Photo - Eli George
    Eli George
    Vice President, Solutions Management
  • Photo - Jen Becher
    Jen Becher
    Vice President, Client Experience
  • Photo - Josh Bergen
    Josh Bergen
    Vice President, Product Development
  • Photo - John Milne
    John Milne
    Vice President, Product Management
  • Photo - Katie Terry
    Katie Terry
    Senior Director, Client Experience
  • Photo - Doug McPhail
    Doug McPhail
    Senior Director, Solutions Consulting
  • Photo - Rob Allen
    Rob Allen
    Director, Relationship Management
  • Photo - Justin Wayne
    Justin Wayne
    Director, Solutions Management
  • Photo - Rick Crawford
    Rick Crawford
    Director, Advisory Solutions Management
  • Photo - Chris Spediacci
    Chris Spediacci
    Director, BD Link & Data Conversion
  • Photo - Karen Sears
    Karen Sears
    Director, Advisory Marketing
  • Photo - Michelle Greive
    Michelle Greive
    Director, Product Management
  • Photo - Amir Mafinejad
    Amir Mafinejad
    Director, Product Design
  • Photo - Erin Kendrick
    Erin Kendrick
    Director, Quality Assurance
  • Photo - Chris Nelson
    Chris Nelson
    National Sales Manager, Advisory
  • Photo - Kyle Fleming
    Kyle Fleming
    Senior Manager, Product Management
  • Photo - Leslie Martin
    Leslie Martin
    Senior Manager, Product Management
  • Photo - Angela Lamar
    Angela Lamar
    Manager, Talent Acquisition
Additional SS&C Wealth & Investment Technology Leaders:
  • Photo - Laton Spahr, CFA
    Laton Spahr, CFA
    President, SS&C ALPS
  • Photo - Glenn Schmidt
    Glenn Schmidt
    Senior Vice President, General Manager, SS&C Innovest
  • Photo - Derek Landi, CFA
    Derek Landi, CFA
    Vice President & General Manager, SS&C CRM Solutions
  • Photo - Martin Orbach
    Martin Orbach
    Vice President, Regulatory & Analytic Solutions, SS&C Risk & Compliance Intelligence
  • Photo - Brian Justice

    Brian Justice

    Vice President, Advisory Sales
    SS&C Advent

    Brian Justice is the Vice President of Advisory Sales & Business Development for SS&C Advent. In this role, he is responsible for all new customer acquisitions for the Advisory segment and works closely with our channel-partner network to drive rapid adoption of our Black Diamond Wealth Platform. Brian has an extensive background of over 20 years in the industry with the majority of that time spent working with Investment Advisors and helping them service their existing client relationships through technology solutions.

    Prior to joining SS&C Advent in 2000, he worked as a registered investment advisor and prior to that was a professional cyclist.

    Brian holds a B.S. in Economics from the University of Massachusetts at Amherst.
  • Photo - Eli George

    Eli George

    Vice President, Solutions Management
    SS&C Advent

    Eli George is the Vice President of Solutions Management at SS&C Advent. He leads strategy, product management and business development for the firm's key, global business segments including Portfolio and Market Data, Black Diamond and Partnerships. He joined the firm in 2005 when he began his career in Fintech. Eli's expertise in strategic planning and operational execution has exponentially contributed to the growth of the company. He currently lives in Jacksonville, FL with his wife and three children.

    Eli holds a M.B.A from the University of North Florida and a B.S. from Florida State University.
  • Photo - Jen Becher

    Jen Becher

    Vice President, Client Experience
    SS&C Advent

    Jen is in charge of getting new clients up and running on SS&C Advent’s Black Diamond Wealth Platform. She ensures the Implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm’s operations run smoothly.

     

    She and her team handle it all with a service mindset and a singular focus on client success and satisfaction. As a result, clients consistently give her teams excellent feedback, especially for the professionalism of the people.

     

    Jen joined SS&C Advent in 2008 and has held various leadership roles during her tenure. She holds an MBA and BS from the University of North Florida.
  • Photo - Josh Bergen

    Josh Bergen

    Vice President, Product Development
    SS&C Advent

    Data drives the advisory business, and that’s what drives Josh. With a primary focus on data strategy, he works with both the product development and infrastructure teams to ensure that clients of SS&C Advent’s Black Diamond Wealth Platform have an advanced data platform that is solid yet flexible, enabling them to access and apply reliable data to make smart decisions. Josh believes that innovative, efficient solutions accelerate Black Diamond ahead of the demands of an ever-changing industry. 

    Josh joined the SS&C Advent team in 2010 and has 17 years of product development experience. He holds a BS in Computer Science from the University of North Florida.
  • Photo - John Milne

    John Milne

    Vice President, Product Management
    SS&C Advent

    John has served clients of SS&C Advent’s Black Diamond Wealth Platform since 2010, when he landed his first job out of college. He has risen through the ranks primarily focused on the platform’s rebalancing, data management, financial planning, and billing components. Today, John is responsible for the comprehensive product roadmap and strategy, as well as the management of the Product Management team. He feels the chance to collaborate with bright people and bounce big ideas around makes it gratifying to come in – or log in – to work every day.

     

    John holds a BS in Finance from the University of Pennsylvania Wharton School.
  • Photo - Katie Terry

    Katie Terry

    Senior Director, Client Experience
    SS&C Advent

    Katie is responsible for many aspects of the client experience for SS&C’s Black Diamond® Wealth Platform, managing all aspects of client onboarding from initial implementation to the client-facing product Xperience teams. Tailoring the process to each firm's unique needs and timelines, Katie and her team enable clients to experience the platform's benefits from day one. This group's unwavering dedication to client service help to consistently exceed expectations and deliver an unparalleled experience.

    Armed with an MBA from the University of Florida and a Bachelors in Business Administration from the University of North Florida, Katie began her journey at SS&C Advent in 2011 and has since held various leadership roles.
  • Photo - Doug McPhail

    Doug McPhail

    Senior Director, Solutions Consulting
    SS&C Advent

    Doug is in charge of making sure SS&C Advent’s Black Diamond Wealth Platform matches each client’s individual needs. With 20 years in the financial services business, and a focus on wealth management since 2010, he manages, mentors, and leads a team of sales engineers focused on understanding and delivering solutions for advisors. His team conducts pre-sales analyses, consults with prospects and new clients during their evaluation, selection and implementation of the platform, and then continues working with clients to help them apply best practices.

    Doug holds a BS in Finance from Arizona State University and an MBA from the University of Phoenix.
  • Photo - Rob Allen

    Rob Allen

    Director, Relationship Management
    SS&C Advent

    Rob leads the team that serves as the front-line point of contact for SS&C Advent’s Black Diamond clients. Relationship Managers are trusted advisors to clients, keeping them informed of industry trends and best practices, and helping them maximize ROI through the platform. As proactive consultants, they bring SS&C Advent’s best ideas, innovations and capabilities to clients – and likewise, bring our clients’ great ideas to the product team.

    Rob has a 20 -plus year history of partnering with independent advisors. Before joining SS&C Advent in 2012, he spent over 12 years in sales and relationship management with TD Ameritrade and Pershing Advisor Solutions. Rob holds a B.A. in Economics from the University of Tennessee.
  • Photo - Justin Wayne

    Justin Wayne

    Director, Solutions Management
    SS&C Advent

    For advisors, integration partnerships are a big part of the value proposition and Justin is responsible for managing partnerships for SS&C Advent’s Black Diamond Wealth Platform. Endlessly curious about new technologies and apps, the best part of his role is the opportunity to explore and test new solutions coming to market. He loves meeting up-and-coming companies, discovering the innovative solutions they’re designing, and finding ways to partner with them to the benefit of Black Diamond clients.

    Before joining SS&C Advent in 2013, Justin spent six years at Fortigent and LPL Financial consulting with high and ultra-high net worth advisory firms. He has an MBA from the University of Maryland Smith School of Business and a BA from Principia College.
  • Photo - Rick Crawford

    Rick Crawford

    Director, Advisory Solutions Management
    SS&C Advent

    Rick leads the team in charge of Pricing & Commercial Strategy, Renewals, and Monthly Billing for SS&C’s Black Diamond® Wealth Platform. He and his team work with Sales, Relationship Managers, and other internal stakeholders to ensure smooth contract execution – from initial presentation to invoicing and beyond. Rick enjoys learning about what makes each of our clients and prospective clients unique and is instrumental in ensuring we have the right solutions in place to help foster long-lasting partnerships.

    Rick started with SS&C Advent in 2009 and held roles within Operations and Product Management. Before joining the team, he worked for Merrill Lynch. Rick holds a BBA in Finance from the University of North Florida. He has also earned his Certificate in Investment Performance Measurement (CIPM®) designation from the CFA Institute.
  • Photo - Chris Spediacci

    Chris Spediacci

    Director, BD Link & Data Conversion
    SS&C Advent

    Chris leads the team that delivers the Black Diamond Link solution, which enables access to Black Diamond capabilities through other SS&C Advent platforms. In his many years at SS&C Advent, he has made significant contributions to the Advent Custodial Data (ACD) solution, custom engineering programs and on demand outsourcing organizations. He also helped establish the custom engineering operation in Copenhagen, Denmark. 

    Chris joined the team in 1999 after working for Credit Suisse’s banking division in Lugano, Switzerland. He holds an International MBA from the University of South Carolina and a BS from the University of California at Riverside. He also completed graduate coursework at Bocconi University in Milan, Italy.
  • Photo - Karen Sears

    Karen Sears

    Director, Advisory Marketing
    SS&C Advent

    Karen and her team are responsible for connecting SS&C Advent’s Black Diamond Wealth Platform to the advisory space through all available channels. She makes sure the business development effort is supported by a meticulously planned and artfully executed marketing strategy. Her passion is delivering information on the platform in ways that speak to the needs and aspirations of wealth management firms.

    Before joining SS&C Advent, Karen was a senior manager in the marketing strategy group at FIS Global. She also held marketing roles at Atlantic Coast Bank, JP Morgan Chase and HomeBanc Mortgage Corporation. She holds a BS in Business Management from Florida State University.
  • Photo - Michelle Greive

    Michelle Greive

    Director, Product Management
    SS&C Advent

    At SS&C Advent, Michelle’s chief responsibility is making sure clients understand everything the Black Diamond Wealth Platform can do for their business and helping them maximize their use. She leads a team of product experts focused on sharing knowledge with our service teams and providing technical support. Seeing clients succeed with Black Diamond as the heart of their business is what motivates her each day.

    Michelle joined SS&C Advent in 2011. Before that she was a financial solutions advisor at Bank of America Merrill Lynch. She holds a BA in corporate finance from the University of North Florida.
  • Photo - Amir Mafinejad

    Amir Mafinejad

    Director, Product Design
    SS&C Advent

    Amir leads the Black Diamond product design team, and his mission is to inspire and impact the fintech industry with vision, purpose, and style. With over 25 years of experience in Product Management and Product Design, Amir has learned to leverage his natural curiosity to solve complex challenges with grace to help those around him embrace change and stay adaptable. His sweet spot is leading strategic initiatives focused on delivering innovative and transformative customer experiences.

     

    Before joining SS&C Advent in 2015, Amir spent most of his career at Thomson Reuters and Fortigent/LPL Financial. Amir holds a BA in Finance and Marketing and minor in Economics from the University of Oregon.
  • Photo - Erin Kendrick

    Erin Kendrick

    Director, Quality Assurance
    SS&C Advent

    Erin is passionate about team coordination and communication and she thrives on bringing people together to navigate complex challenges. As a founding member of SS&C Advent’s Black Diamond product team, Erin instituted product support and brought best quality assurance (QA) practices into everyday operations. More recently, she has overseen the expansion of the QA team’s responsibilities to include functional and automation testing as well as security training and testing. She oversees the product release process across all development teams and the software development lifecycle for the entire Black Diamond platform. 

    Before she joined the SS&C Advent team in 2008, Erin worked at several growth companies in service and QA roles. She holds a BA in International Business from Auburn University.
  • Photo - Chris Nelson

    Chris Nelson

    National Sales Manager, Advisory
    SS&C Advent

    Chris leads a team of business development executives responsible for growing our customer base across SS&C's Advisory segment. In this role, Chris leverages his experience and expertise to help the team cultivate potential client relationships and ensure they can convey precisely how SS&C's Black Diamond® Wealth Platform can serve as the hub of a firm's business. Since 2008, he has held various business development-focused charters, including serving as a Technology Consultant and Business Development Executive.

    He holds his CIPM certificate through the CFA Institute and a B.S. in Economics from Florida State University.
  • Photo - Kyle Fleming

    Kyle Fleming

    Senior Manager, Product Management
    SS&C Advent

    Kyle works in Product Development for SS&C Advent, with a focus on the Black Diamond® Wealth Platform. Kyle has worked in the financial technology space for more than 12 years and specializes in product strategy, product marketing, new ventures, and cross-platform initiatives. Kyle also spends his time consulting and working with the users of SS&C Advent Products to understand their needs and the problems they face. Kyle leads a team of Product Managers on a mission to create valuable software and experiences for wealth managers and their clients.

    Kyle is a CFA® charterholder, a member of the CFA Institute and CFA Society of Jacksonville, FL, and a proud alumnus of the University of North Florida.
  • Photo - Leslie Martin

    Leslie Martin

    Senior Manager, Product Management
    SS&C Advent

    As the head of the Client Experience product team, Leslie is a driving factor of the of the product development initiatives at the heart of the success of SS&C's Black Diamond® Wealth Platform. Believing that our capabilities can improve advisor and investor workflows and be a hub for communication and dialogue, Leslie pushes the platform forward, creating applications that drive engagement, eliminate confusion, and seamlessly incorporates data. Leslie has over eleven years of experience at SS&C, working in various departments that gave her a great understanding of the platform's use cases.

    Leslie attained her M.B.A. from American International College's international program while living in London and Thailand, working as a Quality Assurance Analyst with Deutsche Bank, and holds a B.A. from Bryan College.
  • Photo - Angela Lamar

    Angela Lamar

    Manager, Talent Acquisition
    SS&C Advent

    Dr. Angela Lamar serves as a Manager of Talent Acquisition, overseeing a team dedicated to sourcing and managing high-volume, full-cycle recruiting across various sectors, including corporate, agency, and university settings. With an unwavering commitment to excellence, Angela's passion shines through in her expertise in crafting innovative recruitment approaches, ensuring a seamless flow of top-tier candidates to meet the intricate staffing needs of SS&C Advent.

    Angela received a Bachelor of Science in Television and Digital Media Production from Ferris State University. While juggling a family and career, she obtained both her MBA and Doctorate of Business Administration, Human Resources from Liberty University. Additionally, she holds a Professional in Human Resources (PHR) certification.
  • Photo - Laton Spahr, CFA

    Laton Spahr, CFA

    President, SS&C ALPS

    Laton Spahr, CFA®, currently serves as President of SS&C ALPS Advisors. With his experience in the investment industry, Laton brings fresh insight and creative leadership strategies to his role.

    Laton has 25 years of investment management experience. Before taking the helm of SS&C ALPS Advisors, Laton led the Value and Income Team at OppenheimerFunds, where he was Portfolio Manager for four different equity and multi-asset strategies. Before OppenheimerFunds, he was a leader at Columbia Management Investment Advisors, managing value and income strategies across institutional and retail investment channels. Over his career, Laton also conducted equity risk management, analyzed and traded derivatives, structured products, and was a technology sector analyst.

    Laton earned his MS in Finance from the Applied Securities Analysis Program at the University of Wisconsin - Madison and a BS in Finance from the University of Wyoming.
  • Photo - Glenn Schmidt

    Glenn Schmidt

    Senior Vice President, General Manager, SS&C Innovest

    Glenn Schmidt is a Senior Vice President and General Manager of SS&C Innovest. In this role, he leads the team delivering forward-thinking technology solutions to many of the industry’s largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations.

    Before joining Innovest, Glenn worked for J.P. Morgan as Vice President of Product and Platform for the Trust and Estates business. His prior experience includes Managing Director of Trust Services at Charles Schwab, where he was responsible for launching the trust outsourcing business, product development, and trust operations. Prior to his work with Charles Schwab, Glenn held management and operational positions at Innovest and SunGard Data Systems Inc.

    Glenn received his Bachelor of Science in computer science from the University of Scranton.
  • Photo - Derek Landi, CFA

    Derek Landi, CFA

    Vice President & General Manager, SS&C CRM Solutions

    Derek Landi is the Vice President and General Manager of SS&C’s CRM Solutions business. In this role he is responsible for the business development of Salentica and Tier1, leading CRM solutions for buy-side and sell-side investment firms.

    He joined SS&C in 2015 and has held various leadership roles during his tenure. Derek holds an M.B.A. from Temple University, a B.A. from Gettysburg College, and is a CFA® Charterholder.
  • Photo - Martin Orbach

    Martin Orbach

    Vice President, Regulatory & Analytic Solutions, SS&C Risk & Compliance Intelligence

    Martin leads SS&C’s Risk and Compliance Intelligence Platform (RCI), providing clients guidance and thought leadership on the use of surveillance technology and FINRA and SEC regulations. Martin has spent most of his 38-year career on Wall Street as a Chief of Compliance with Broker-Dealers and Investment Advisors.

    Prior to joining SS&C, Martin founded Subserveo, a company that brought RCI to market. Martin is a FINRA Certified Regulatory Compliance Professional and holds advanced certifications from the Association of Certified Anti-Money Laundering Specialists, ACAMS.
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