Mike Betz

Mike works closely with custodians, consultants and influencers to represent the best interests of our shared clients, to highlight new solutions, and to ensure that working with SS&C Advent is easy and mutually beneficial. He comes to the task with more than 15 years of experience as a financial advisor, consultant and executive in the independent broker-dealer and RIA space. 

Mike joined SS&C Advent in 2017. He is a long-time CFP® certificant, with a BS in Consumer Science from the University of Wisconsin, Madison, and an MBA from Hamline University.

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