years of industry change, our focus has never wavered: we are in business to help your firm thrive. Our
solutions eliminate boundaries between systems, people and information. So you can
informed decisions, accomplish more in less time, manage and minimize risks, and comply with
Our clients are our collaborators. Your needs shape our ideas. With us as
your partner, you can tap into expertise developed through thousands of engagements with investment
firms of all types and sizes
around the world. In a fast-paced, competitive global market, Advent is your
For 30 years, Advent’s technology has given firms
the tools and the capacity to manage an ever-escalating volume of assets and transactions. Travel
through time with us.
Peter Hess, President and CEO
As President and CEO, Pete defines Advent’s vision, sets strategy and oversees execution across the global business. Before taking the helm, Pete served three and a half years as President, overseeing strategy, sales, marketing, services, and product teams worldwide. He started out at Advent as an entry level client maintenance renewals representative in 1994, and moved up through a variety of positions in the company, including Vice President of Sales, Vice President of Marketing, and Executive Vice President of the company’s largest business units. Pete holds a BA from Princeton University.
CEO & President
James Cox, Executive Vice President and Chief Financial Officer
Jim has the task of making sure Advent is financially strong. He oversees all our accounting and financial reporting, investor relations, financial planning and analysis, treasury, and tax operations. Jim joined Advent in 2006 and served as Corporate Controller and Principal Accounting Officer before assuming the CFO role in 2009. Prior to Advent, he worked as Assistant Controller at UTStarcom. Between 1994 and 2004, Jim held various positions at the global accounting and consulting giant PricewaterhouseCoopers, and was a senior manager when he completed his tenure. He holds a BA from Ohio University.
EVP & CFO
Todd Gottula, Executive Vice President and Chief Technology Officer
Todd sets the company’s long-term technology and solution vision. It’s his job to make sure our solutions incorporate the best technology innovations to meet our clients’ needs and are easy to adopt, own and use. Before taking this role, Todd had global responsibility for product design, delivery, implementation, and support of our alternative investment solutions, including Geneva®. He joined Advent in 2002 and worked his way through a variety of technical leadership roles in product development and client support. Before coming to Advent, he held development and services leadership positions with TenFold Corporation, an enterprise technology provider, and process engineering and design positions at Ultramar Diamond Shamrock Refining and Technology (now Valero). Todd earned his BS from the California Institute of Technology.
EVP & CTO
Chris Momsen, Executive Vice President for Sales and Solution Management
Chris is responsible for aligning Advent’s innovations with client requirements to make sure we deliver best-in-class solutions. Before this position, he had global responsibility for strategy, product marketing, and sales of our alternative investment solutions, including Geneva® and Tamale RMS®. Chris joined Advent in 1997 and has held a variety of leadership roles in product marketing and sales, as well as being recognized as a top producing salesperson. In 2008, he led the establishment of Advent Asia, Ltd. Chris worked previously at Wells Fargo in Real Estate Capital Markets, at a small money management firm, and as an options trader at the Pacific Exchange. He earned his BA from UCLA and his MBA from New York University. He is also a Chartered Financial Analyst.
EVP, Sales & Solution Management
Anthony Sperling, Executive Vice President, Global Client Experience
Anthony is chartered with making sure our 4,500+ clients get the full value of their relationship with Advent through superior service and support. His teams are responsible for implementation, product adoption, training, support, ongoing account management, and renewal sales. He was previously in charge of strategy, product marketing, sales, services, and support of our solutions for the asset management industry. Joining Advent in 1993, Anthony has held a variety of positions including Senior Vice President of Services, Vice President of Client Sales, and Director of Product Marketing. He also held sales and services responsibilities in Advent’s European operations. Anthony holds a BS from the University of Wisconsin, River Falls.
EVP, Global Client Experience
John Brennan, Senior Vice President of Human Resources, Facilities and Community Involvement
John makes sure that Advent has the best and brightest talent in the business, and that they have a working environment that provides ample opportunities to flourish. He also leads the community involvement efforts that have earned Advent a reputation as a leading corporate citizen. Before joining Advent in 2004, John was Vice President of Human Resources for Wind River Systems, the leader in embedded software, and previously held a variety of positions at Visa International. He began in human resources at Westinghouse Electric Company and Pacific Gas and Electric. He has a BA from Hamilton College and an MILR from Cornell University.
SVP, HR & Facilities & Community Involvement
Katherine Calvert, Senior Vice President & Chief Marketing Officer
Katherine is responsible for keeping Advent top of mind with investment management clients and prospects around the world. She oversees the teams executing our global marketing strategy, encompassing lead generation, branding and identity, corporate positioning, analyst and media relations, web and social programs, events, and product marketing. Katherine joined Advent in 2006 as Director of Public Relations. Before that, she served as Senior Director of Marketing Communications at Inovis, a leading B2B supply chain technology company, and led the marketing communications team at QRS, which Inovis acquired. She holds a BA from the University of California, Berkeley.
SVP & CMO
Randall Cook, Senior Vice President, General Counsel and Corporate Secretary
Randall Cook is the chief legal officer at Advent, overseeing the Company's worldwide legal operations. He came to Advent in 2002, after serving as Assistant General Counsel for iXL, a global public company. Randall previously worked in private practice, representing Fortune 500 telecom, aerospace and technology companies. He also held a variety of legal positions in the federal government, serving as a prosecutor in the US Attorneys’ Office, Special Counsel at the Department of Commerce, and an attorney in the Executive Office of the President at the US Trade Representative’s office. He graduated summa cum laude and Phi Beta Kappa with a BA from Claremont McKenna College and received his JD from University of California, Berkeley’s Boalt School of Law.
SVP, General Counsel & Corporate Secretary
Håkan Valberg, President,
Håkan leads Advent’s expansion across Europe, the Middle East and Africa, where our presence is growing every year. His team is responsible for understanding the local requirements in every market and ensuring that our global solutions meet them. He joined Advent in 2003, bringing more than 20 years of experience in helping technology companies grow their business internationally, with leadership roles at IBM, i2 Technologies and IMI. Håkan has a BS and an MS from the Institute of Technology, Linköping.
David Welling, Senior Vice President and General Manager, Black Diamond
Dave directs Advent’s strategy in the advisory market and heads our Black Diamond business unit. He came on board in 2011 when the company acquired Black Diamond Performance Reporting. Before the acquisition, he was Black Diamond’s Chief Solutions Officer. Prior to joining Black Diamond, Dave was Vice President at Schwab Advisor Services, the industry’s largest custodian for registered investment advisors, where he spent more than 12 years working with many of the industry’s largest and fastest-growing advisory firms. Dave has a BA from Middlebury College and an MBA from the Stanford Graduate School of Business.
SVP & General Manager Black Diamond
Doug Yokoyama, Senior Vice President and Chief Information Officer
Doug is responsible for our internal IT and client hosted cloud infrastructure. He joined Advent in 2003 and, before assuming his current role, Doug led the product development teams responsible for our asset management and data services solutions. Before coming to Advent, Doug held a variety of product development leadership positions in collaboration technology and portfolio management. He has also had direct experience in the investment management industry. Doug has a BA from Juniata College and an MA from the University of Delaware.
SVP & CIO
Get industry perspectives and insights into Advent’s strategy from our
leadership team. Read our
Executive View Blog.