Innovations and Strategies Shaping our Investment Community
Exploring the Future of Investment Management
Exploring the Future of Investment Management
Join us for an insightful episode where SVPs and Co-General Managers of SS&C Advent discuss the latest industry developments, including the rise of direct indexing, and their predictions on key topics and strategies for firms in 2024.
Tune in to hear their insights and learn about exciting tech innovations we are spearheading to advance our clients’ experience in the complex investment market.
Steve Leivent is the SVP and Co-General Manager 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.
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Karen Geiger is a Senior Vice President and Co-General Manager of SS&C Advent, a business unit within SS&C Technologies. In this role she is responsible for delivering SS&C Advent's world-class solutions and services to the global asset management and alternatives markets. Karen has held many leadership roles during her 20 years with the firm. Prior to her current role she was SS&C Advent's Chief Development Officer, where she led the software development team responsible the firm's award-winning accounting, reporting, and order management product suite. Karen holds a B.S. in Operations and Management Information Systems from Santa Clara University.
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