Our Team

Karen Geiger

Co-Head, SS&C Wealth & Investment Technologies

Karen Geiger is the Co-Head of SS&C Wealth & Investment 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

Co-Head, SS&C Wealth & Investment Technologies

Steve Leivent is the Co-Head of SS&C Wealth & Investment Technologies. 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.

Boris Bykhovsky

Sr. Managing Director, Head of Investment Management Solutions

Boris Bykhovsky serves as Sr. 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, Head of 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.

James Griffin

Sr. Managing Director, Head of Global Sales

James Griffin is the Sr. Managing Director, Head of Global Sales for SS&C Advent. 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.

Casey Keller

Sr. Managing Director, Head of Global Client Experience

Casey Keller is the Sr. Managing Director, Head of Global 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.

Molly Michel

Vice President, Product Development

Molly Michel is the Sr. Managing Director, Head of R&D 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

Sr. Managing Director, Head of Alternatives Solutions

Nicholas Nolan is the Sr. Managing Director, Head of Alternatives Solutions 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.

Kathryn Mendes

Managing Director, Americas Client Experience

Kathryn Mendes is the managing director of global solutions at SS&C Eze. She oversees a team of more than 150 employees worldwide that serve as the primary point of contact for clients and provide product and technical expertise to answer inquiries, troubleshoot, and investigate and resolve production support issues.

Kathryn joined SS&C Eze in 2003 and has held several leadership positions within client service. She is active in Eze’s Mentor Program and serves as a leader on several of the company’s employee resource groups, including the Community and Culture Committee and The Network, SS&C Eze’s leadership development program for women. Kathryn graduated from the College of the Holy Cross, where she earned her B.A. in Mathematics.