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Executive Management Team






   Stephanie DiMarco, Chief Executive Officer
As founder and Chief Executive Officer, Stephanie DiMarco has engineered the growth of Advent into one of the world’s leading providers of software and services to the investment management industry. From its founding in 1983, through a successful IPO in 1995, to record revenues in 2007, Ms. DiMarco has built Advent into a global company with 4,500 clients in 60 countries around the world. Prior to founding Advent, Ms. DiMarco worked in the investment industry as a financial analyst and portfolio manager. Ms. DiMarco was named the Financial Woman of the Year in 2003 by the Financial Women's Association, received the Business Leader of the Year by the Haas School of Business in 2000, and was named one of the top 10 financial technology innovators of the decade by Wall Street & Technology Magazine. She serves on the Advisory Board of the College of Engineering at the University of California, Berkeley, and is a board member of the San Francisco Foundation, where she chairs the Foundation’s Investment committee. Ms. DiMarco holds a Bachelor of Science degree in Business Administration from the University of California at Berkeley.
Craig Collins, Chief Financial Officer
As the Chief Financial Officer for Advent, Craig Collins is responsible for supporting the company’s growth strategies, maintaining communications with the investment community, and driving the operational excellence necessary to build value for shareholders for the long term. Prior to joining Advent, Mr. Collins served as Executive Vice President and CFO at IronPort Systems, where he led the company to prepare for a public offering and ultimately helped facilitate the merger of IronPort and Cisco Systems. Before IronPort, Mr. Collins was Executive Vice President of Corporate Development and CFO at Brio Software, where he oversaw the merger with Hyperion Systems (now part of Oracle). Prior to that, Mr. Collins was Executive Vice President and CFO of CoSine Communications. Before CoSine, Mr. Collins served as Vice President and CFO of Optical Coating Laboratory which was acquired by JDS Uniphase. Mr. Collins also spent 18 years at Hills Bros. Coffee/Nestle Beverage Co., where he served as Senior Vice President of Finance, Chief Information Officer and held several other positions in finance and information technology. Mr. Collins holds a bachelor's degree in Business Administration from the University of Oregon and a master's degree in Quantitative Methods, Public and Business Administration from the University of Oregon.





Lily Chang, Executive Vice President and Chief Technology Officer 
Lily Chang directs all of Advent's engineering efforts in terms of new product development and product enhancement. In addition, Ms. Chang focuses on advanced development projects and emerging technologies. Under her leadership, Advent has developed and evolved several of the industry’s leading products, including Geneva, Axys, Moxy, Advent Partner and Advent Portfolio Exchange. Ms. Chang came to Advent in 1993 from Oracle, where she was the Vice President of Strategic Accounts, responsible for helping to build strategic account relationships and for managing a group delivering Oracle-based tailored applications for Fortune 500 clients. Ms. Chang has over 20 years of experience in product development. Her experience also includes acting as Vice President of Development for Tesseract's human resources applications and Vice President for Knauer Consulting for banking applications. Ms. Chang is a graduate of Taiwan University, holding a Bachelor of Science degree in Biochemistry.



Peter Hess, Executive Vice President
General Manager, Investment Management Group
Peter Hess is Executive Vice President and General Manager of Advent’s Investment Management Group. He is responsible for strategy, product marketing, sales, services and support of Advent’s solutions for the mid- and lower-tier of the asset management industry. Mr. Hess also has operating responsibility for Advent’s European and Asian operations. Mr. Hess has been with Advent since 1994. He has held a variety of positions in the company including, most recently, Executive Vice President and General Manager of the Global Accounts business unit, and, previously, Vice President of Sales and Vice President of Marketing. Mr. Hess earned his undergraduate degree from Princeton University.



Håkan Valberg, Senior Vice President and General Manager, EMEA
Håkan Valberg joined Advent in 2003 and is now the Senior Vice President and General Manager for EMEA, responsible for all aspects of growing Advent’s market share across Europe, the Middle East, and Africa. Prior to joining Advent, Mr. Valberg had accumulated over 20 years of experience working for companies providing high-end solutions to global markets. He served in senior roles for IBM, i2 Technologies, and IMI, enjoying considerable success growing their international businesses and leading large teams to achieve strategic business goals. Mr. Valberg has a Master of Science degree in Industrial and Management Engineering.



John Brennan, Vice President of Human Resources
John Brennan joined Advent in March of 2004 and is responsible for all aspects of Human Resources. In this role, Mr. Brennan focuses on building and strengthening Advent’s world-class organization with programs and strategies for recruiting, developing and retaining the industry’s strongest talent. Before Advent, Mr. Brennan was Vice President of Human Resources for Wind River Systems, in Alameda, CA, which produces embedded software for various consumer and industrial applications. Prior to Wind River, Mr. Brennan held various positions at Visa International. Mr. Brennan began his Human Resources career with assignments at Westinghouse Electric Company and Pacific Gas and Electric. He has a master’s degree in Industrial and Labor Relations from Cornell University and a bachelor’s degree in English Literature and Music from Hamilton College.


Will Clemens, Vice President, Straight-Through Processing
Will Clemens is responsible for Advent’s Straight Through Processing (STP) business unit. The STP team lowers costs and operating risk for Advent’s clients by streamlining data integration, providing hosting and outsourcing services, and providing connectivity to counterparties. The STP unit provides solutions for custodian reconciliation, trading connectivity, market data integration, corporate actions processing, interfacing to non-Advent systems, application hosting, and outsourced reporting, accounting and consolidation services. Mr. Clemens first joined Advent in 1997, working in business development and custodian relationship management for Advent Custodial Data. He also served as CEO of a venture-backed lead generation technology company. Mr. Clemens began his career as an investment banker at Morgan Stanley and Deutsche Bank. He earned his undergraduate degree from the University of Virginia.



 

Chris Momsen, Co-Head of Global Accounts 
Senior Vice President, Sales and Marketing

Chris Momsen is Co-Head of Advent’s Global Accounts business unit and Vice President, Sales and Marketing. Mr. Momsen has global responsibility for strategy, product marketing and sales of Advent’s solutions for the asset management industry’s largest firms. Mr. Momsen has been with Advent since 1997, holding a variety of leadership roles in product marketing and sales, and has earned the distinction of being a top producing salesperson for the company. Prior to joining Advent, Mr. Momsen held positions at Wells Fargo in its Real Estate Capital Markets division, at a small money management firm in California, and as an options trader on the floor of the Pacific Exchange. Mr. Momsen earned his undergraduate degree from UCLA, and his MBA from New York University. He is also a Chartered Financial Analyst.


Todd Gottula, Co-Head of Global Accounts
Senior Vice President, Product Development, Client Services, and Support
Todd Gottula is Co-Head of Advent’s Global Accounts business unit and Vice President, Product Development, Client Services and Support. In this role, he has global responsibility for product design, delivery, implementation and support of Advent’s solutions for the asset management industry’s largest firms. Mr. Gottula has been with Advent since 2002, holding a variety of technical leadership roles in product development and client support. Prior to joining Advent, he held development and services leadership positions with TenFold Corporation, an enterprise solution and technology provider, and process engineering and design positions at Ultramar Diamond Shamrock (now Valero) Refining and Technology. Mr. Gottula earned his undergraduate degree in Chemical Engineering from the California Institute of Technology.



Roger Klausen, Vice President, EMEA Services
Roger Klausen joined Advent in 1999 and is now Vice President of EMEA Services. Having held several executive roles with Advent in Europe, and thereafter assisted corporate Product Management and Development with increased focus on international requirements, he brings continuity as well as a wealth of product knowledge and market experience to our organization. Prior to joining Advent, Mr. Klausen gained seven years of experience in product development and consultancy. Mr. Klausen holds a master’s degree in Computer Science from the Norwegian University of Science and Technology in Trondheim.



 

Anthony Sperling, Senior Vice President, Services
Anthony Sperling is Senior Vice President, Services at Advent. In this role, he is responsible for developing and enhancing the overall customer experience, and his global organization is comprised of teams that manage implementation, training, product and technical support, renewals and the ongoing customer relationship. Mr. Sperling has been with Advent since 1993 and has held a variety of positions including Vice President of Client Sales and Director of Product Marketing. He has also had sales and services responsibilities in Advent’s European operations. Mr. Sperling holds a Bachelor of Science degree in Business Administration from the University of Wisconsin at River Falls.




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