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William C. Stone founded SS&C in 1986 and has served as Chairman of the Board of Directors and Chief Executive Officer since SS&C's inception. Prior to founding SS&C, Mr. Stone directed the financial services consulting practice of KPMG LLP, an accounting firm, in Hartford, Connecticut and was Vice President of Administration and Special Investment Services at Advest, Inc., a financial services company. View Webcast
Normand A. Boulanger has served as SS&C's President and Chief Operating Officer since October 2004. Prior to that, Mr. Boulanger served as SS&C's Executive Vice President and Chief Operating Officer from October 2001 to October 2004, Senior Vice President, SS&C Direct from March 2000 to September 2001, Vice President, SS&C Direct from April 1999 to February 2000, Vice President of Professional Services for the Americas, from July 1996 to April 1999, and Director of Consulting from March 1994 to July 1996. Prior to joining SS&C, Mr. Boulanger served as Manager of Investment Accounting for The Travelers from September 1986 to March 1994. Mr. Boulanger was elected as one of SS&C's directors in February 2006.
Patrick J. Pedonti has served as SS&C's Senior Vice President and Chief Financial Officer since August 2002. Prior to that, Mr. Pedonti served as SS&C's Vice President and Treasurer from May 1999 to August 2002. Prior to joining SS&C, Mr. Pedonti served as Vice President and Chief Financial Officer for Accent Color Sciences, Inc., a company specializing in high-speed color printing, from January 1997 to May 1999.
Paul Igoe has served as SS&C’s Senior Vice President, General Counsel and Secretary since January 2013. From September 2009 to December 2012, Mr. Igoe was the Vice President, General Counsel and Secretary for Manchester, Connecticut based Lydall, Inc., a manufacturer of filtration media and thermal/acoustical products. From June 2001 to September 2009, Mr. Igoe served as Associate General Counsel and Assistant Secretary to Teradyne, Inc., a manufacturer of automatic best equipment for the semi-conductor industry. Previous to his employment at Teradyne, Mr. Igoe was a Junior Partner in the Boston office of Hale and Dorr LLP (now Wilmer, Cutler, Pickering, Hale and Dorr LLP). Mr. Igoe received his Juris Doctor from the Georgetown University Law Center in 1987 and his A.B. from the College of the Holy Cross in 1984.
Phil Banas has served as Managing Director Asia-Pacific based in Kuala Lumpur since November 2013, having spent the previous 3 years in Sydney, managing SS&C's Australian business. Mr. Banas has over 25 years' experience in the investment technology sector and has held a number of senior management and sales positions, including Senior Vice President for DST Global Systems, head of North American sales for SS&C, and Managing Director EMEA for Financial Models Corporation. Mr. Banas has a strong technical background and originally entered the investment industry as a software developer. Mr. Banas is qualified as a General Registered Representative at the London Stock Exchange.
Marc Beliveau has served as SS&C's Vice President and Controller since June 2010. Prior to that, Mr. Beliveau served as SS&C's Controller from August 2005 to June 2010 and Assistant Controller from April 2003 to August 2005. Before joining SS&C, Mr. Beliveau worked in PwC’s assurance practice, specializing in audit and transaction services for public and private technology clients. Mr. Beliveau graduated from the University of Connecticut and is a Certified Public Accountant.
Ms. Bremner serves as Senior Vice President Institutional and Investment Management. She joined SS&C in 2012 as SVP and General Manager, PORTIA Division, which was acquired from Thomson Reuters. She served as President and Global Managing Director of PORTIA since 2007, where she focused on re-engineering the business to be a high-performing growth asset for Thomson Reuters. Previously, Ms. Bremner was COO for PORTIA and also served in a number of senior management positions with Thomson Financial, spanning business development, strategy, product development and operational management. Prior to Thomson Financial, she led the institutional services division of Trust Company of America, where she managed an outsourced suite of services offered to financial advisors and registered investment advisors. Ms. Bremner has a BS degree in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire and a MS degree in Finance from the Bentley College Graduate School of Business.
Mr. Kanwar is Senior Vice President and Managing Director, Alternative Assets including the global hedge, private equity and fund of fund administration unit of SS&C Technologies Inc. and AdvisorWare, Total Return and FundRunner software products. He joined SS&C when the company acquired the Eisnerfast LLC fund administration business from Eisner LLP in 2005. At Eisner, Mr. Kanwar was responsible for managing and overseeing Eisnerfast LLC from 1998 onwards. Mr. Kanwar also has audit experience in the financial services industry, particularly with hedge funds and brokers and dealers in securities. He has an undergraduate degree in Accounting and Economics from Franklin and Marshall College in Lancaster, PA and is a Certified Public Accountant.
Steve Kremidas is Senior Vice President and Chief Development Officer responsible for managing software development across a host of financial products on both a domestic and international basis. Mr. Kremidas has full accountability for strategic functional and technical direction and utilizes a disciplined software development methodology to produce commercial grade software to the financial industry.
Tom McMackin joined SS&C in 2005 when the company acquired Open Information Systems (OIS), where he was Chairman and CEO. Mr. McMackin founded OIS in 1994 after holding several senior positions at Citibank in the World Wide Securities Services and Financial Institutions groups. At OIS, Mr. McMackin established the company as a leader in providing technology based products to the world's leading financial institutions, and achieved over 75% market share in a $200 billion average daily business. Mr. McMackin holds an undergraduate degree from Boston College and an MBA from Columbia University with a dual major in Finance and Operations Research.
Bob Moitoso has served as Senior Vice President and General Manager of SS&C's Financial Markets division since early 2012. He has over twenty-five years of experience in the financial technology and information industry driving product innovation, revenue growth and global expansion. Mr. Moitoso was most recently the Senior Vice President, Global Head Transactions Services for NYSE Technologies, a division of NYSE Euronext. There he was responsible for the NYSE Marketplace FIX electronic trading community and a Managed Services group providing outsourced electronic trading infrastructure and applications. Previously, Mr. Moitoso served as the Senior Vice President, Global Head of the FIX Division at NYFIX and at Thomson Financial, as Senior Vice President, Institutional Equities Division and General Manager of the AutEx Group. He received an MBA as well as a BS in Finance from Bentley University in Waltham, MA. Mr. Moitoso was awarded a Patent, IOI Based Block Trading Systems/Methods in 2011, and has another Patent pending for a Point-to-Point Managed FIX Messaging Service.
Colleen Nelsen joined SS&C in 2000, and is a Senior Vice President and General Manager of SS&C's Treasury, Banks & Credit Unions business unit. As head of the business unit, Ms. Nelsen oversees a broad line of products and services all targeting financial institutions. Ms. Nelsen was a key player in SS&C's successful acquisitions of the DVI division of Netzee, Inc., Real-Time USA and the OMR division of ADP. She has over 24 years experience in the financial services industry, and has held various senior management positions at SunGard, Warrington Associates, Inc., and Real-Time Engineering Systems, Inc. She is a member of the International Association of Business Communicators, Who's Who Registry of Global Business Leaders, Financial Markets Association, and the National Association of Female Executives. Ms. Nelsen has an AS in Computer Science from Thornton College and a BS degree in Business Administration from Cardinal Stritch University.
Mr. Reid is Senior Vice President and Managing Director of SS&C's International business based in London since 2011. Prior to this, Mr. Reid served as co-head of SS&C's global hedge fund administration business and was responsible for operations management and oversight, client service and new business development. Mr. Reid has more than 30 years of experience in investment services, technology and operations for financial services and has held various senior executive positions in accounting and operations, financial services and investment consulting. Previously, Mr. Reid was Senior Vice President of Investment Operations, Accounting and Systems for Conning Asset Management, and Vice president of Mellon Global Securities Services. Mr. Reid has an undergraduate degree in Accounting from the University of Rhode Island in Kingston, RI.
Jim Ramenda is Senior Vice President, Enterprise Risk and oversees business and product development, leads market risk SaaS/BPO service initiatives, and manages sales and support to ensure the highest levels of services are delivered across Asset Managers, Banks, Insurance Companies, Pension Funds, Real Estate Managers, and Alternative Investment Managers. He earned his Bachelor of Science degree in Economics and his Masters of Business Administration (MBA) from The Wharton School, University of Pennsylvania. He also holds several industry designations, including Fellow Society of Actuaries (FSA) and Chartered Enterprise Risk Analyst (CERA).
Tim Reilly joined SS&C in June 2013, and serves as Senior Vice President, Institutional and Investment Management. Prior to joining SS&C, Mr. Reilly served in senior financial capacities at PWC for almost 28 years, serving in key roles in PwC’s local, regional and national markets, most recently as a Market Leader in the PwC Hartford office. Mr. Reilly also has extensive financial management experience with various clients organizations ranging from Fortune 500 to smaller entrepreneurial organizations. He is a graduate of Clarkson University, and is a Certified Public Accountant. In addition, Mr. Reilly has been recognized for his contribution to the technology community for his roles in a variety of technology related organizations.
Eric Rocks is Vice President and Managing Director of SS&C Technologies Canada, and in that role is responsible for a wide range of asset management products and services supporting private and institutional investment management. He joined the SS&C team as part of the acquisition of FMC, and in his role as Vice President he led a number of departments, among them development, client support, global operations and PMO. Prior to joining FMC, he worked in financial accounting at Aon Canada. Mr. Rocks holds a BSc in Computer Science from Western University.
Bob Schwartz has more than 20 years of experience in managing large global technology teams and projects, particularly for the financial services industry. Mr. Schwartz joined SS&C from GlobeOp (now SS&C GlobeOp), where he served as chief technology officer. Previously, he served as managing director for operations technology, chief technology officer, and senior vice president for derivative technology, among other positions for Lehman Brothers. Mr. Schwartz also worked for Bankers Trust building that firm's derivatives technology environment.
Mr. Schwartz earned a Bachelor of Science degree in computer science from Stony Brook University. He serves as a member of the Board of Trustees of The New York Blood Center.
Mr. Shalowitz has been part of the DBC organization for over 15 years, maintaining a leadership role through two separate acquisitions. He joined SS&C in 2002 when the company acquired the DBC municipal finance business from Thomson Financial. He held senior level positions when DBC was a private company, including Chief Operating Officer. In 2000, Thomson Financial purchased DBC and Mr. Shalowitz became an Executive Vice President of a Thomson division with expanded responsibility for four additional businesses. Before joining DBC, Mr. Shalowitz spent several years as a municipal bond broker, and prior to that held senior level positions in the health care industry. Mr. Shalowitz has an undergraduate degree from Beloit College and an MBA from the University of California, Irvine.
Mr. Toy joined SS&C Fund Services in 2006 and is co-head of SS&C's global fund administration business. Mr. Toy has built up the Toronto Fund Services location by specializing in hedge fund administration, with a focus on funds with complex strategies, products and structures. Prior to joining SS&C, Mr. Toy was a senior trader before becoming the CFO/COO of Fore Research & Management, a hedge fund in New York with four offices globally and $1.8 Billion USD in assets under management. Mr. Toy was a senior trader of the convertible arbitrage proprietary trading group for TD Securities, which later spun out and created Fore. He has a BA in Chartered Accountancy Studies and Mathematics and a Masters degree in Accounting Studies, both from the University of Waterloo. Mr. Toy, who holds or has held National Association of Securities Dealers securities series licences 7 and 55, was admitted to the Institute of Chartered Accountants of Ontario in July, 1996.
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