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Board of Directors

 

Volunteer Board Members elected to serve Three-Year Terms


President
Michelle McDonough,
Managing Partner
Trillium Asset Management (Boston, MA)

Michelle joined Trillium Asset Management as a consultant in 2010 to upgrade the firm’s systems infrastructure and processes related to compliance, technology, operations, portfolio administration, and trading. She has since joined the firm full time as a partner responsible for management of all non-investment functions. Prior to joining Trillium, Michelle was the Chief Operating Officer at Winslow Management Company which was acquired by Brown Advisory in 2009. While at Winslow/Brown, she worked on the operations and technology integration of the two firms.

Michelle graduated from Salem State College with a Bachelor of Science degree in Management. Michelle is on the Board of Ambassadors for the Home for Little Wanderers.

Michelle has used Advent systems and been a member of AUG for 16 years. She has experience with APX, Axys, ACD, Moxy, DTCC and ACA. Michelle is in her third year on the board of AUG. She has previously served as chair of the Marketing Committee and has sat on the Compliance Committee.

Management, Technology


Secretary
Melissa M. Gilbertson, Assistant Vice President, Investment Advisory Services Manager
Mairs & Power (St. Paul, MN)

Melissa joined Mairs & Power in 2007 as Assistant Manager, Mutual Fund Services. She took over as Manager, Investment Advisor Operations in 2012 and was promoted to Assistant Vice President, Investment Advisory Services Manager in 2014. Melissa works to implement strategic firm initiatives and continues to oversee the day-to-day operations of Mairs & Power’s back office, client support, and trading teams.

Melissa graduated from the University of Minnesota with a Bachelor of Arts degree.

Mairs & Power has been an Advent client since 1985 and an active AUG member since 2000. Melissa has experience with APX, Axys, Moxy, Revenue Center, DTCC, ACD and ACA. She is in her first term as an AUG board member.  She previously served on AUG’s Relationship Committee during 2015 when she was appointed to the board to fill a vacancy. Melissa has presented at AdventConnect.

Management, Operations


Treasurer
Kent Lawson, Consultant – Family Offices & Investment Operations
(Chicago, IL)

Kent is currently working as a consultant for family offices and investment operations. Prior to that, he was Vice President and Chief Administration Officer for Longview Asset Management, LLC, the investment arm of the Crown Family Offices in Chicago. Prior to joining the Crown enterprise in 2006, Kent was President of Quartus Insource, Inc. which provided operational management and consulting for RIA’s, trust companies, family offices, and other investment based companies.

Over the past 30 years, Kent has served the wealth management community in various roles including independent consulting for SEC Compliance, the Depository Trust Company Corporation trade activities, GIPS Performance Measurement Standards, and as a Senior Consultant and Business Analyst for Advent Software.

Kent has been a member of AUG since 2006 and on the board from 2012. He has been using Advent products thirty years: Axys, APX, Moxy, Tamale and all peripherals.

Management, Operations, Consulting


Past President
John Stiles, Principal, Director of Operations
Birch Hill Investment Advisors, LLC (Boston, MA)

John joined Birch Hill at its founding in 2007 to set up the firm’s systems infrastructure and processes related to technology, operations, portfolio administration, and trading. He continues to oversee each area with additional responsibilities related to management and compliance. Prior to joining Birch Hill, John was a Research Associate and Trader at Seaward Management and began his career at Eaton Vance Management.

John graduated from Northeastern University with a Bachelor of Science degree in Finance. He received his Masters of Science in Investment Management from Boston University. John is a member of the Boston Securities Traders Association, the National Society of Compliance Professionals, and is an active volunteer in his alumni organizations. John is a Director and the Treasurer of Camp Fire Eastern Massachusetts.

John has used Advent systems and been a member of AUG for 15 years. He has experience with APX, Axys, Qube, ACD, Moxy, DTCC, ACA, and Revenue Center. John has held the President, Vice President and Secretary positions for AUG, and has been on the board for 5 years. He has chaired numerous committees and regularly presents and moderates at AUG events.

Management, Compliance


Jason Abelowitz, Chief Financial Officer and Chief Compliance Officer
Mayo Investment Advisers, LLC (Boston, MA)

Jason is the CFO & CCO of Mayo Investment Advisers, LLC.  He joined the firm in 2009 as the Director of Operations.  Previously, Jason was a founder of Lantern Lane Capital, a startup hedge fund.  Prior to the startup, Jason worked as an equity trader and in operations at GMO in Boston.

Jason graduated from Babson College with his MBA.  He attended the University of New Hampshire where he received his Bachelors of Science in Political Science and dual minors in Business and Economics. 

Jason migrated his firm to Advent in 2010 and he joined AUG, the Exchange in 2011.  Jason has presented at the Boston member meeting and has moderated events.  Jason is also a board member and the Secretary at the Concord Children’s Center, a nonprofit school.

Management, Finance, Compliance, and HR


Christopher Bowen, Partner, Chief Compliance Officer & Head of Operations
New Amsterdam Partners LLC (New York, NY)

Prior to joining New Amsterdam Partners in 2000, Chris served as an Account Officer with the Bank of New York (now BNY/Mellon) and as an Account Administrator at Chase Manhattan Bank (now JPMorgan Chase). He was made Partner at New Amsterdam in 2003 and was named CCO in 2012.

Chris received a Bachelor of Arts degree from Bucknell University and a Master of Business Administration from Fordham University. He is a member of Beta Gamma Sigma (BGS) and Omicron Delta Epsilon (ODE).

Chris has been a member of AUG since 2004 and has served the membership as a board member from 2007, including as Treasurer from 2009-2012. He has written articles for the AUG newsletter, presented at regional meetings, and participated on Advent conference panels on an array of topics ranging from upgrades and automation to settlements and disaster recovery. In his firm, he uses Axys, Moxy, DataExchange, Dataport, REX, and the DTCC Interface.

Compliance, Operations


Bryon Gilbert CFP®, Senior Operations Specialist
Meritage Portfolio Management, Inc. (Overland Park, KS)

Bryon is a Senior Operations Specialist for Meritage Portfolio Management. Prior to joining Meritage in 2014, Bryon was a Vice President of Operations at both Country Club Bank and Midwest Trust Company in the Kansas City area.

Bryon graduated from the University of Central Missouri with Bachelor of Science degrees in Accounting and Finance. He also received the Certified Financial Planner designation in 2002.

Bryon has 19 years of experience with Advent products including Axys, APX, Moxy, Rules Manager, ACD, ACA and REX as well as participating in beta trials for APX and Axys. Bryon is currently in his sixth year on the AUG board and has been an AUG member for 15 years. He has helped coordinate as well as present at two of the South-Central regional meetings and has had the opportunity to speak at the Advent Conference on client panels and AUG-led sessions. He has served as the chair of the Membership Services Committee and most recently was on the Value Proposition Committee.

Operations


Thomas W. Harmke II, Vice President, Chief Technology Officer
Reaves Asset Management (Jersey City, NJ)

Tom joined Reaves Asset Management in 1998. He has served as the firm’s Chief Technology Officer since 2005 and assists in disaster recovery planning and workflow automation. Previously, he held the position of MIS manager. Prior to joining Reaves, Tom was a project leader for Panasonic Corp. in Secaucus, NJ.
Tom holds his PMP, MCSE and Advent certifications.

Tom has worked with Advent Axys since 1998 and Moxy since 2000. He has been an AUG member since 2001 serving as President, Vice President, Head of the Marketing Committee, Head of the AUG Technology Committee, and Chair of the Relationship Committee.

Tom has written numerous articles for the AUG newsletter regarding programming, disaster recovery and automation. He was the lead speaker at the Advent Conference AUG sessions: Tips for Automating Your IT Environment (2010) and Automating your Advent Environment (2011) and a participant in Voice of the Users (2011).

 

Technology


Aimee Hauff, Director of Investment Operations
Cornerstone Advisors, Inc. (Bellevue, WA)

Aimee joined Cornerstone Advisors in 2006 to set up the firm’s infrastructure and processes for the back-office: operations, trading, and fund administration. Today, the back-office has grown to five people with two sub-departments: Investment Operations – which focuses on all operations and trading related to client publicly traded investments; and Fund Administration – which focuses on operations of client Private Equity and Real Estate investments. Aimee oversees the management of the Investment Operations team and works closely with the outsource firm that handles the fund administration of the Cornerstone 40Act Mutual Fund family.

Aimee has a Bachelor of Arts degree in Education for Math/English from Eastern Washington University. She served on the National Investment Company Service Association and the Charles Schwab Technology Operations and Service Advisory Board.

She has been a member of AUG for 18 years at three different firms, starting off attending user meetings, then hosting regional meetings, and eventually becoming the point person to organize/set-up the Seattle area member meetings. Aimee has served on AUG’s APX focus group and the Branding Value Proposition, Membership Services, and Relationship committees. She has been an AUG board member since 2014 and has worked with Advent products: Axys, APX, REX, ACD, Advent Partner for 18 years.

Management, Operations


Mark Parker, Principal
MMHP Investment Advisors (Thomasville, GA)

Mark is a principal and a member of MMHP Investment Advisors Investment Committee. Prior to MMHP, he was the principal of Parkway Wealth Management, LLC (PWC), an investment advisor registered with the SEC. Before PWM, Mark was the Chief Investment Officer at TNB Financial Services, the trust division of Thomasville National Bank. For 15 years prior to TNB, Mark was Chief Investment Officer and CEO at Joseph Parker and Company, Inc., an investment advisory firm with managed assets of $240 million. The company merged with TNB in 2002. He has been in the investment business since 1987.

Mark graduated cum laude from the University of Georgia with a Bachelor of Business Administration in finance. He holds a Series 65 license – Uniform Investment Advisor Law Examination.

From 2002 to 2008, Mark served as an AUG board member. He has spoken or been a panelist at several Advent conferences. From 2009-2015, he acted as an appointed board member of AUG as the Assistant Treasurer.

Executive Management


Clare Retrum, Vice President of Operations, Chief Compliance Officer
C.W. Henderson & Associates (Chicago, IL)

Clare joined C. W. Henderson & Associates in 2001 as an associate working in the back office and client service. Currently, she manages the operations team and oversees the firm’s trading systems and processes, operational efficiencies, client service, and project implementations. She was named CCO in 2015.

Clare received her undergraduate degree from the University of Illinois at Urbana-Champaign in Economics and her Master of Business Administration from DePaul University, Chicago, Illinois in Finance and Entrepreneurship.

Clare has used Advent systems since 2001 and has experience with Axys, Moxy, ACD/REX and DTCC. She has been a member of AUG since 2008 and was a member of the Axys sub-committee 2011-2015. Clare has presented at AUG regional meetings, the Advent Conference, and on AUG webinars.

Compliance, Operations


Heather Sevillano Director, Chief Operating Officer
Greenwich Investment Management (Stamford, CT)

Heather joined Greenwich Investment Management at the inception of the firm 10 years ago. When Heather joined Greenwich Investment Management, her role was as Portfolio Administrator responsible for handling client servicing and administrative requests. Throughout her tenure her role has changed to overseeing the technology, operations and client administration. Heather is an active member of the Investment Advisor Association and was a member of the TD Ameritrade Operations Panel from 2010 to 2013.

Heather graduated from Bentley University in 2000 with a Bachelor of Science of Finance and a minor in Spanish. She and her family have volunteered for Special Olympics in their community as track and field coaches.

Since 2006, Greenwich Investment Management has been an Advent client and an active member of AUG. Heather has experience with Axys, Moxy, DTCC, Dataport, and ACD. She is in her first term as an AUG board member and has presented at AdventConnect, several regional meetings, and webinars on the topics of technology and new solutions.

Management, Operations, Technology


Senior Advisor to the Board (Appointed)
Ann Massey, RP®, Associate, Director of Operations
Plante Moran Financial Advisors (Portage, MI)

Ann joined Plante Moran in 1996 in the back office operations area with focus on data and system management, portfolio administration and reporting, and custodial support and client service. In 2002, she transitioned to supervising the back office operations area and oversees the data management, client service, portfolio accounting teams as well as the trade team and technology administration support team. She is involved in budgeting, project management, recruiting, training, staff performance management and compliance related matters. Prior to joining Plante Moran, Ann worked in the investment department at a large insurance company.

Ann earned the Registered ParaplannerSM designation from the College of Financial Planning in 2005, has a certification in supervisory management, and studied business and finance at Kalamazoo Valley Community College and Lansing Community College.

Ann has been a member of AUG for 12 years. She served as Vice President of AUG in 2008, President in 2009 and as the Senior Advisor for the Board since 2014. She has participated in numerous AUG events, presented on several panels, attended Advent Connect for many years and attended various other industry conferences.

She has been working with Advent solutions and services for 20 years and has experience with Advent’s Axys, APX, ACD, and ACA products as well as Advent’s professional services. Ann has experience with several other service providers and resources within the industry. She also served on the Schwab Technology Operations and Advisory Board from 2009 to 2012.

Management, Operations


  

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