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What we do

Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

Technology and operations
Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

Asset management
Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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Who we serve

We help our clients across financial services make confident decisions and power growth.

Asset managers

Banks and wealth managers

Families and individuals

Financial advisors

Institutional investors

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Insights
Perspectives and happenings from our leaders and experts.

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The latest news and announcements.

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About us

Our story
Who we are, what we do, and how we do it.

Our commitment
Building brave futures through the power of connection.

Investor relations

Our leadership team

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We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.

Christopher Arizin

Managing Director, East Region

Jeffrey Benfield

Head of Advisor Solutions

Frank Byrd

Managing Director, West Region

Gabriel Garcia

Head of RIA Client Strategy and Experience

Stephanie Giaramita

Head of Advisor Marketing

Merissa Hall

Head of Front-Office Technology

Erich Holland

Executive Managing Director, Head of Advisor Strategy and Experience

Heather Hovis

Head of Portfolio Management Experience

Paul F. Klauder

Executive Vice President and Head of Business Development and Client Service, Asset Management

Michael F. Lane

Executive Vice President, Head of Asset Management

Shauna Mace, CHPC

Head of Practice Management

Michael Matkovic

Managing Director, National Accounts

Steve Miller

Managing Director, New Client Team

Harley Nager

Managing Director, RIA Channel

Marty Whalen

Head of Advisor Service and Operations

Investment Management Unit team

The investment professionals supporting you.

Meet the team

Regions, territories and dedicated business development teams

Our team is committed to elevating your experience.

View our regional maps

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To learn more about our team, let's set up a call.