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
    VP, Advisory Sales
  • Photo - Eli George
    Eli George
    VP, Solutions Management
  • Photo - Jen Becher
    Jen Becher
    VP, Client Experience
  • Photo - Josh Bergen
    Josh Bergen
    VP, Product Development
  • Photo - John Milne
    John Milne
    Senior Director, Product Management
  • Photo - Doug McPhail
    Doug McPhail
    Director, Solutions Consulting
  • Photo - Rob Allen
    Rob Allen
    Director, Relationship Management
  • Photo - Justin Wayne
    Justin Wayne
    Director, 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 - Everett Hagan
    Everett Hagan
    Director, Product Design
  • Photo - Erin Kendrick
    Erin Kendrick
    Director, Quality Assurance
  • Photo - Brian Justice

    Brian Justice

    VP, 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

    VP, 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

    VP, 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

    VP, 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

    Senior Director, 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 - Doug McPhail

    Doug McPhail

    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 - 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 - Everett Hagan

    Everett Hagan

    Director, Product Design
    SS&C Advent

    Everett’s passion is exploring how bleeding edge technology can improve the human experience. A champion of creativity and innovation across SS&C Advent, he leads the team of product designers responsible for delivering the “Wow!” factor to users of the Black Diamond Wealth Platform. 

    Before joining SS&C Advent in 2016, Everett spent the majority of his career as a digital innovation consultant focused on early stage discovery for new products and services. He has worked across a variety of sectors, including fintech, healthcare and consumer goods. He majored in computer science at Kennesaw State University.
  • 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.
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