Articles tagged "Stephanie DiMarco"
Headline
Publish date
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 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 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 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
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
Advent Software got a lift from improving APX sales in first quarter
San Francisco-based broker is at important point in its history
