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Articles tagged "Stephanie DiMarco"


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Dave Welling: We will choose whatever technology best helps us deliver an outstanding experience to our clients.

Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion

The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer

August 3, 2017 at 4:43 PM

Pete Hess [at Nasdaq opening bell with Advent board chair Stephanie DiMarco in 2012]: I'm going to take six months off after 23 years. I want to come back fully regenerated.

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

May 25, 2016 at 2:49 PM

Reed Colley: I love solving problems and I've not always been the best at implementing solutions.

Reed Colley steps down from executive-level duties after selling Black Diamond

With bucks in the bank and his Advent mission largely accomplished, the 36-year-old entrepreneur is eyeing ventures, offering his two cents at Advent when asked

September 26, 2013 at 3:55 AM

Peter Hess has the challenge of taking over from a long-ruling founder.

Peter Hess will take the CEO reins at Advent Software

The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June

January 6, 2012 at 3:57 PM

Peter Hess: With 3300 users, Axys is here to stay...that said, the Axys clients I’ve spoken with at the Conference are really excited about APX.

Advent founder urges advisors to steer away from 'disruptive' course of switching systems

DiMarco cautions that a firm's ROI can be imperiled during the intense process

September 22, 2010 at 4:01 AM

Peter Hess: I think this first quarter actually was one of the best first quarters we have ever had, if not the best.

Advent Software got a lift from improving APX sales in first quarter

San Francisco-based broker is at important point in its history

May 7, 2010 at 6:05 AM

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