![Dave Welling](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dave Welling
Corporate Officer/Principal bei
ADVENT SOFTWARE, INC.
Profil
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.
Aktive Positionen von Dave Welling
| Unternehmen | Position | Beginn |
|---|---|---|
| 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. | Vorstandsvorsitzender | 01.01.2017 |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services | Vorstandsvorsitzender | 01.06.2017 |
Ehemalige bekannte Positionen von Dave Welling
| Unternehmen | Position | Ende |
|---|---|---|
REGIS ACQUISITION INC.
 REGIS ACQUISITION INC. Investment ManagersFinance Provides investment advice | Vorstandsvorsitzender | 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 | Direktor/Vorstandsmitglied | - |
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 | - |
Ausbildung von Dave Welling
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
26
Beziehungen ersten Grades
9
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
