As firms expand into SMAs and UMAs, they must contend with increasing operational complexity, shifting responsibilities, and the need to deliver customization at scale. Tim Duffy, Senior Solutions Manager, addresses the challenges involved, from building the right technology stack to sourcing the expertise required to support these models effectively.
Speaker
Tim Duffy
Sr. Solutions Manager | SS&C Advent
Tim Duffy is a Sr. Solutions Manager at SS&C Advent. In this role, Tim primarily focuses on aligning Advent’s cloud solutions with client requirements. He joined the firm in 2021 having previously worked at several investment management and financial technology companies. Tim earned a dual degree in Economics and Sociology at the University of Massachusetts - Amherst.