Dave Welling

Corporate Officer/Principal en ADVENT SOFTWARE, INC. .

Finance

Technology Services

Consumer Services

Perfil

Mr. David C.
Welling is a Chief Executive Officer at Mercer Advisors, Inc., a Chief Executive Officer at Mercer Global Advisors, Inc. and a Senior VP & General Manager-Black Diamond at Advent Software, Inc. He brings over 20 years of experience in the advisory and wealth management industry.
Most recently, Mr. Welling was Managing Director and Co – General Manager of SS&C Advent, a leading provider of technology and operational support to advisors, investment managers and hedge funds.
His past professional experiences include executive leadership roles at Black Diamond Performance Reporting and Charles Schwab as well as management consulting with Bain & Company.
He graduated magna cum laude, Phi Beta Kappa from Middlebury College with a degree in economics and earned his MBA from Stanford Graduate School of Business.

Cargos activos de Dave Welling

Empresas	Cargo	Inicio
ADVENT SOFTWARE, INC.	Corporate Officer/Principal	01/01/2011
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth.	Director Ejecutivo	01/01/2017
Mercer Advisors, Inc. Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services	Director Ejecutivo	01/06/2017

Todos los cargos activos de Dave Welling

Antiguos cargos conocidos de Dave Welling.

Empresas	Cargo	Fin
REGIS ACQUISITION INC. REGIS ACQUISITION INC. Investment ManagersFinance Provides investment advice	Director Ejecutivo	14/12/2024
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	-
YCharts, Inc. YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors	Director/Miembro de la Junta	-
Black Diamond Performance Reporting LLC Black Diamond Performance Reporting LLC Miscellaneous Commercial ServicesCommercial Services Provides web-based, outsourced portfolio management and reporting platforms for independent advisors	Corporate Officer/Principal	-

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Empresas relacionadas

Empresas privadas	9
Advent Software, Inc. Advent Software, Inc. Packaged SoftwareTechnology Services Develops AI platform for financial technology, asset, wealth management and alternative investment	Technology Services
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
Middlebury College Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mercer Advisors, Inc. Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services	Finance
Mercer Global Advisors, Inc. Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Advisors' approach to portfolio construction centers on building risk-appropriate, globally diversified portfolios that diversified both across and within asset classes. The firm takes a systematic, long-term approach to investing and building wealth.	Finance
YCharts, Inc. YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors	Technology Services
Black Diamond Performance Reporting LLC Black Diamond Performance Reporting LLC Miscellaneous Commercial ServicesCommercial Services Provides web-based, outsourced portfolio management and reporting platforms for independent advisors	Commercial Services
Stanford Graduate School of Business Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
REGIS ACQUISITION INC. REGIS ACQUISITION INC. Investment ManagersFinance Provides investment advice	Finance