OUR TEAM

General Manager

Robert Roley

Robert Roley is the General Manager at SS&C Advent. In this role he focuses on delivering world-class technology, data and analytics solutions to the firm’s global advisory, institutional, wealth management and alternative asset management clients. He joined the firm in 2001.

Robert has held a number of leadership positions during his more than 17 years at the firm across strategy, sales and product development functions; designing and building award-winning reporting, portfolio accounting, client communications, trading, compliance, research, margin and data solutions to support the business goals of SS&C Advent and its clients.

Robert holds a B.S. in Operations and Management Information Systems from Santa Clara University.

Chief Development Officer

Karen Geiger

Karen Geiger is the Chief Development Officer of SS&C Advent.

In this role she is responsible for the development of SS&C Advent’s solutions for the asset management and alternatives markets, including but not limited to the Geneva platform, the Advent Portfolio Exchange family of products, Moxy, Advent Data Solutions. Her team of software engineers, technical product managers and quality assurance engineers thrive at the intersection of today’s most complex and dynamic industries – financial services and technology.

Karen holds a B.S. in Operations and Management Information Systems from Santa Clara University.

Senior VP, Advisory

Steve Leivent

Steve Leivent is the Senior Vice President of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000, and has held various leadership roles during his tenure.

Steve holds a B.S. in Economics from Rowan University.

Senior VP, Client Experience

Casey Keller

Casey Keller is the Senior Vice President of Client Experience at SS&C Advent. He is responsible for all post sale services – from implementation to renewals – which includes functions such as Professional Services, Support, Advent University, Advent’s client Community, Relationship Management, and Renewal Sales. He has held several leadership roles across the firm since joining in 1996.

Casey’s teams ensure SS&C Advent’s clients are receiving maximum return from their investment. They specifically focus on delivering bespoke services across the spectrum of client profiles, products, and regions.

Casey began his career on the Pacific Exchange Options trading floor of Spear, Leeds, and Kellogg, a division of Goldman Sachs.

VP, EMEA & APAC

Mats Berggren

Mats Berggren joined SS&C Advent in 2001 and is currently the Vice President for the EMEA and APAC regions responsible for international sales, marketing and relationship management, as well as the business development strategy to drive growth across the business for all markets outside the Americas.

Prior to joining SS&C Advent, Mats held several senior sales roles with Front Capital Systems (a SunGard company) and Gartner, and also spent several years in the oil industry.

Mats holds a Master of Science degree in Economics and Marketing from Uppsala University in Sweden.

VP, Advisory Sales and Channel Management

Bob Conchiglia

Bob Conchiglia is Vice President of Advisory Sales and Channel Management for SS&C Advent. In this role he is responsible for all new business development within the firm’s Advisory businesses, including but not limited to Black Diamond, Salentica and Modestspark. Bob’s teams work tirelessly to ensure SS&C Advent’s clients, prospects, and partners receive the best-in-class solutions and services offered to help successfully grow their businesses. He joined the firm in 2006.

Bob has a B.S. in Economics and Finance from Bentley University, and has earned the CIPM designation from the CFA Institute.

VP and and Global Head of Product Management and Solutions Consulting

Daniel Eriksson

Daniel Eriksson is the Vice President and Global Head of Product Management and Solutions Consulting at SS&C Advent. In this role he focuses on delivering world-class technology and service solutions for the firm’s global advisory, institutional, wealth management and alternative asset management clients. He joined the firm in 2001.

Daniel’s team manages SS&C Advent’s award-winning product suite and ensures SS&C Advent’s solutions meet the needs of its investment management clients across all geographies and industries.

Daniel holds a Master’s degree in Business Administration and Finance from Umeå University.

VP, Product Management and Solutions Consulting

Katherine Pearce

Katherine Pearce is a Vice President of Product Management and Solutions Consulting at SS&C Advent. She specializes in developing the firm’s alternative investment product suite including the market-leading portfolio management solution, Geneva. Her focus is also to help serve the strategic needs of her client base, which in turn helps them reach their strategic business goals.

Prior to joining the firm in 2007, Katherine was a senior business analyst with Citi’s Prime Brokerage business, where she was responsible for delivering the firm’s business requirements to the technology division within the organization.

Katherine earned an MSIS degree from Stevens Institute of Technology and graduated with honors from American University with a B.A. in Political Science.

VP, Product Management and Solutions Consulting

Matt Ahlstrand

Matt Ahlstrand is a Vice President of Product Management and Solutions Consulting for SS&C Advent.

In this role Matt is responsible for helping investment managers better understand, evaluate and leverage technology – whether with SS&C Advent’s award winning solutions or for third-party partnerships.

Matt’s product management responsibilities include steering the roadmap for the Advent Portfolio Exchange (APX), Revenue Center, Axys and Tamale. He also leads the America’s-based Solutions Consulting team whose depth of knowledge on industry and developing technology trends help drive client success. He joined the firm in 2002.

Matt holds a B.A. in Spanish from the University of Colorado.

VP, Asset Management and Alternatives Sales and Strategic Account Management

Brad Hancock

Brad Hancock is the Vice President of Asset Management and Alternatives Sales and Strategic Account Management for SS&C Advent. In this role he is responsible for new business, existing client business and strategic relationship management for the Asset Management and Alternatives market. He is also responsible for sales operations and enablement. Brad and his team work closely with asset managers, hedge funds and service providers to understand their needs, and help them grow their business with SS&C Advent’s suite of solutions.

Prior to joining SS&C Advent in 2002, he worked in operations and relationship management for an institutional asset manager in New York City.

Brad holds a B.S. in Chemistry from Bucknell University.

VP, Business Development

Marc Flamini

Marc Flamini is the Vice President of business development for SS&C Advent. In this role he is responsible for business development, sales, channel management and firm-wide cross selling.  Marc also has direct sales responsibility for the firm’s Syncova and Tamale products and services and oversight of the LatAm sales efforts. Marc joined the firm in 2000.

Marc is also responsible for partnering with SS&C Advent’s key industry influencers; keeping them abreast of sales performance and product enhancements.

Marc has a B.S. in Management and Marketing from Rutgers University.

VP, Information Technology and Cloud Delivery

John Hayes

John Hayes is Vice President of Information Technology and Cloud Delivery for SS&C Advent.

In this role he is responsible for delivering technology solutions to the firm’s clients, as well as employees through the use of cloud platforms. His teams include corporate IT and cloud deployments, operations and support.

John joined SS&C Advent in 2007 after holding several roles in enterprise software companies across Silicon Valley.  John holds a B.S. in Finance from San Diego State University.

VP, Finance

Jack Tsui

Jack Tsui is the Vice President of Finance for SS&C Advent. He joined the firm in 2004.

In this role he is responsible for overseeing SS&C Advent’s accounting, business support, financial planning and analysis, treasury and tax functions.

Jack holds a B.A. in Business Economics with an Accounting Minor from the University of California, Los Angeles.

VP, Marketing

Holly Washington

Holly Washington is the Vice President of Marketing for SS&C Advent. In this capacity she is responsible for the development and implementation of value-added marketing programs to support the business goals and in turn, its investment management clients.

Prior to joining, Holly was a Director of Marketing for S&P Global’s Capital Markets business, and before that led marketing efforts for J.P. Morgan Prime Services.  In both roles she created and delivered multi-stage campaigns while focusing on client value and experience. She has also held various marketing and branding roles with Orrick, Thomson Reuters and Lehman Brothers.

Holly holds a B.S. in Communications and an M.A. in Media, Culture and Communications – both from New York University.