WealthTech Strategy Partners welcome Brian Colville as the newest team member. He has over 25 years of experience in the industry, most notably he spent 17 years as the Founder and CEO of Colville Consulting, a trusted technology and investment operations partner providing a highly-diverse set of software, data, technology, and highly tech-enabled investment operations services to leading institutional asset management firms, wealth management platforms, and other fintech software providers.
Colville Consulting’s services included: portfolio accounting, trading and CRM system implementations, custom software development, data aggregation and transformation; trading, trade order management and trade reconciliation; position- and tax-lot reconciliation; BI and reporting; partnership accounting; deep systems- and counter-party integration; market data management and corporate actions-related services; and a range of regulatory compliance services including SEC audit support and periodic regulatory filings (13F and 13G). Known as GIPS experts, Colville Consulting provided a range of composite performance measurement services. Colville Consulting also provided pre-and post-acquisition consulting and enterprise integration services for private-equity-led asset management and wealth management roll-ups.
Colville Consulting representative clients included:
• Ashland Partners (Adviser Compliance Associates)
• Aperio Group (BlackRock)
• Becker Capital Management
• Bingham, Osborn and Scarborough
• Boston Private
• Chevy Chase Trust
• Coldstream Capital
• Evercore
• Focus Financial
• Freestone Capital Management
• Ferguson Wellman
• Guggenheim Investments
• ICONIQ Capital
• Morningstar
• Rydex Funds
• Sand Hill Investment Advisers
• Schwab Institutional
• Seattle Northwest Securities/ SNW Asset Management
• Security Global
• SunTrust
• Wetherby Asset Management (Laird Norton)
We are delighted to have him aboard!