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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

Thursday, August 3, 2017 – 4:43 PM by By Lisa Shidler
Admin:
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Dave Welling: We will choose whatever technology best helps us deliver an outstanding experience to our clients.

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Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

SS&C Technologies
Trading/Rebalancing
Top Executive: Bill Stone

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein




Stephen Winks

Stephen Winks

August 3, 2017 — 8:36 PM
Could Mercer become the market leader which brings world class prudent expert advisory services support within the reach of the advisor. There most definitely is a leadership vacuum within conventional brokerage that needs to be filled.--Welling may be the guy to pull it off. SCW

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