Articles tagged "Stephanie DiMarco"


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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

August 3, 2017 — 4:43 PM UTC

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 — 2:49 PM UTC

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 — 3:55 AM UTC

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 — 3:57 PM UTC

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 — 4:01 AM UTC

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 — 6:05 AM UTC
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