Our Team

Karen Geiger

Senior Vice President, Co-General Manager | SS&C Wealth & Investment Technologies

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.

Steve Leivent

Senior Vice President, Co-General Manager | SS&C Wealth & Investment Technologies

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.

Jen Becher

Vice President, Client Experience

Jen is in charge of getting new clients up and running on SS&C Advent’s Black Diamond Wealth Platform. She ensures the Implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm’s operations run smoothly.

She and her team handle it all with a service mindset and a singular focus on client success and satisfaction. As a result, clients consistently give her teams excellent feedback, especially for the professionalism of the people.

Jen joined SS&C Advent in 2008 and has held various leadership roles during her tenure. She holds an MBA and BS from the University of North Florida.

Josh Bergen

Vice President, Product Development

Data drives the advisory business, and that’s what drives Josh. With a primary focus on data strategy, he works with both the product development and infrastructure teams to ensure that clients of SS&C Advent’s Black Diamond Wealth Platform have an advanced data platform that is solid yet flexible, enabling them to access and apply reliable data to make smart decisions. Josh believes that innovative, efficient solutions accelerate Black Diamond ahead of the demands of an ever-changing industry. 

Josh joined the SS&C Advent team in 2010 and has 17 years of product development experience. He holds a BS in Computer Science from the University of North Florida.

Boris Bykhovsky

Senior Managing Director, Head of Investment Management Solutions

Boris Bykhovsky serves as Senior Managing Director and leads the Investment Management market segment within SS&C's Wealth & Investment Technologies division. In this capacity, he is responsible for shaping the strategic direction and ensuring the success of the segment, which supports over 1,500 global customers. Since joining SS&C in 2007, Boris has been a key contributor to the firm's growth and innovation. He holds a B.A. in Economics from the University of Wisconsin-Madison.

Joe Doherty

Managing Director, Sell-side Business

Joe Doherty is the managing director of sell-side business for SS&C Eze and leads SS&C’s Financial Markets Group (FMG). In his role, Joe manages relationships with the global broker-dealer community and drives the strategic direction and advancement of FMG. Joe also serves as president and chief compliance officer for Eze Castle Transaction Services and oversees both the Eze Investor Accounting and SSCNet teams. Joe has been at SS&C Eze for more than 19 years. Prior to joining SS&C Eze, he served as a principal at Case Strategy, LLC and as budget director for the Massachusetts Senate Committee on Ways & Means. Joe graduated from Harvard University with a bachelor’s degree in government. He is FINRA Series 7, 24, and 63 certified.

Eli George

Vice President, Solutions Management

Eli George is the Vice President of Solutions Management at SS&C Advent. He leads strategy, product management and business development for the firm's key, global business segments including Portfolio and Market Data, Black Diamond and Partnerships. He joined the firm in 2005 when he began his career in Fintech. Eli's expertise in strategic planning and operational execution has exponentially contributed to the growth of the company. He currently lives in Jacksonville, FL with his wife and three children.

Eli holds a M.B.A from the University of North Florida and a B.S. from Florida State University.

James Griffin

Executive Managing Director, Head of Global Sales

James Griffin is executive managing director, head of global sales for SS&C Eze. In this role, he’s responsible for overseeing new sales, existing client growth, and strategic business development for SS&C Eze products worldwide, including SS&C Eze’s flagship solution, Eze Investment Suite, as well as its cloud-native platform, Eze Eclipse.

James has more than 20 years of business development experience in the investment management technology market, 12 of which have been spent at SS&C Eze, where he has held numerous leadership positions, including Managing Director, Americas Sales and Director, North America New Business Sales.

Prior to his current role, James oversaw sales for Orbital Insight and he was also previously head of sales and business development for NorthPoint Solutions (now ACA NorthPoint). James started his career in the financial services industry with Bond Technologies. He is a graduate of The Kent School and received a bachelor's degree in history from Union College.

David Ireland

Vice President, Data & Compliance

Dave Ireland is a seasoned technology professional with over 27 years of experience with CRM and wealth management solutions. 

David began his career with Salentica in 1997, playing a pivotal role in the company's evolution from a boutique consultancy to a leader in CRM solutions tailored for financial services. Following Salentica's acquisition by SS&C Technologies in 2016, David now serves as Vice President, Data & Compliance.  

Known for his deep industry expertise, long-standing client relationships and ability to bridge business needs with technical execution, David remains a trusted leader in financial technology.  

David studied information systems at Durham College. 

Brian Justice

Vice President, Advisory Sales & Business Development

Brian Justice is the Vice President of Advisory Sales & Business Development for SS&C Advent. In this role, he is responsible for all new customer acquisitions for the Advisory segment and works closely with our channel-partner network to drive rapid adoption of our Black Diamond Wealth Platform. Brian has an extensive background of over 20 years in the industry with the majority of that time spent working with Investment Advisors and helping them service their existing client relationships through technology solutions.

Prior to joining SS&C Advent in 2000, he worked as a registered investment advisor and prior to that was a professional cyclist.

Brian holds a B.S. in Economics from the University of Massachusetts at Amherst.

Casey Keller

Senior Vice President, Client Experience

Casey Keller is the Senior Vice President of Client Experience at SS&C Advent. He is responsible for all post sale services – from implementation to renewals – which includes functions such as Professional Services, Support, Advent University, Advent’s client Community, Relationship Management, and Renewal Sales. He has held several leadership roles across the firm since joining in 1996.

Casey’s teams ensure SS&C Advent’s clients are receiving maximum return from their investment. They specifically focus on delivering bespoke services across the spectrum of client profiles, products, and regions.

Casey began his career on the Pacific Exchange Options trading floor working for Spear, Leeds, and Kellogg, a division of Goldman Sachs.

Derek Landi, CFA

Vice President & General Manager, CRM Solutions

Derek Landi is the Vice President and General Manager of SS&C Advent’s CRM Solutions business. In this role he is responsible for the business development of Salentica and Tier1, leading CRM solutions for buy-side and sell-side investment firms. He joined the firm in 2015, and has held various leadership roles during his tenure.Derek holds a M.B.A. from Temple University and B.A. from Gettysburg College. and is a CFA Charterholder.

Molly Michel

Vice President, Product Development

Molly Michel is a Vice President of Product Development for SS&C Advent.  Molly joined the company in 2006 and the majority of her tenure has been within Product Development, responsible for leading the Geneva accounting, software engineering and quality assurance teams.  She also spent time in SS&C Advent's Professional Services organization, leading the US Geneva Professional Services team.

Prior to SS&C Advent, Molly worked in the financial services and consulting industries in New York City.

Molly holds degrees in Math and French from Lafayette College.

Nicholas Nolan

Vice President, Product Management & Product Development

Nicholas Nolan is the Vice President, Product Management and Product Development at SS&C Advent. He primarily works with Hedge Funds, Assets Managers and Fund Administrators as they evaluate new operating models for middle and back office technology and services.  Areas of expertise include Complex Derivatives, Bank Loan/Credit and Debt processing, Reconciliation and Asset Servicing. Prior to that he worked at Fidelity Investments in Collateral Risk Management. He is a graduate of Columbia University and currently lives in NYC with his wife and 2 children.

Meghan Rocha

Managing Director, Head of Global Marketing

Meghan Rocha, managing director, marketing, leads global marketing strategy for the SS&C Eze business and SS&C’s Financial Markets Group. She oversees all marketing activities for the Eze and FMG product families and is responsible for developing worldwide marketing programs to support the client experience and business goals. She was previously Director of Marketing for SS&C Eze overseeing media and analyst relations, events, field marketing, and content marketing. She has also held leadership roles in product marketing, brand management, and corporate and client communications.

Meghan has over 15 years of experience driving B2B marketing strategy for financial software and services businesses. Throughout her time at Eze, Meghan has been responsible for building effective and creative go-to-market strategies for new products and market launches.

Meghan graduated from University of Massachusetts Amherst with a B.S. in journalism, a B.A. in English, and a concentration in technical and professional writing and communications.

Glenn Schmidt

Senior Vice President & General Manager, SS&C Innovest

Glenn Schmidt serves as Senior Vice President and General Manager of SS&C Innovest. He joined SS&C Technologies in 2020 with the acquisition of Innovest Systems. Mr. Schmidt has over thirty-five years of experience in developing and managing wealth platforms. Prior to joining SS&C, he was the CEO of Innovest, a wealth management platform that includes trust accounting, payments processing, unique assets and managed services. Before Innovest, Mr. Schmidt managed the global platform for J.P. Morgan's Trust and Estates business. He also served as Managing Director of Trust Services at Charles Schwab where he led the launch of the trust outsourcing business, operations and related product development. Mr. Schmidt has also held senior management positions at SunGard Data Systems and Deutsche Bank. He received his Bachelor of Science in computer science from the University of Scranton.

Laton Spahr

President & Portfolio Manager, SS&C ALPS Advisors

Laton Spahr is the President & Portfolio Manager at SS&C ALPS Advisors. With over 25 years of experience leading asset management businesses and managing equity and balanced strategies, Laton possesses deep investment expertise and a strong commitment to delivering value-driven solutions across retail and institutional channels. 

Before joining SS&C, Laton led the Value & Income Team at OppenheimerFunds and held senior investment roles at Columbia Management and its predecessor companies, where he specialized in fundamental and quantitative equity portfolio management, risk management and equity research. 

He holds a master's degree in finance from the University of Wisconsin-Madison and a bachelor's degree in finance from the University of Wyoming.