Tim Duffy

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.

Tim's Blog Topics

Tim's Latest Insights

Technology at a Turning Point: Investment Firms Share Their Technology Strategies and Struggles banner image

08 June 2026

Technology at a Turning Point: Investment Firms Share Their Technology Strategies and Struggles

The Real Reason UMAs are Gaining Momentum banner image

29 May 2026

The Real Reason UMAs are Gaining Momentum

5 Trends Reshaping Investment Management in 2026 banner image

28 January 2026

5 Trends Reshaping Investment Management in 2026

Three Critical Front Office Capabilities for Operational Transformation banner image

16 July 2025

Three Critical Front Office Capabilities for Operational Transformation

Genesis Platform: The Connected Investment Experience Has Arrived banner image

20 February 2025

Genesis Platform: The Connected Investment Experience Has Arrived

Tax Optimization: A Growth Opportunity in 2024 banner image

19 December 2023

Tax Optimization: A Growth Opportunity in 2024

Maximizing Tax Efficiency: Strategies for Investment Managers banner image

26 September 2023

Maximizing Tax Efficiency: Strategies for Investment Managers

The Countdown Begins: How to Prepare for T+1 banner image

19 July 2023

The Countdown Begins: How to Prepare for T+1

Data: The Great ESG Equalizer banner image

13 October 2022

Data: The Great ESG Equalizer

Integrating ESG Data into Everyday Investment Workflows – Made Easy banner image

29 June 2022

Integrating ESG Data into Everyday Investment Workflows – Made Easy