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Allvue + PFA Solutions

Leadership

A balance of seasoned leadership

Marc Scheipe

CHIEF EXECUTIVE OFFICER

Marc specializes in building successful software and financial technology companies and has a proven track record of transforming organizations to promote sustainable growth while also strengthening company culture. He most recently served as CEO of Vector Solutions, where he accelerated product and revenue growth throughout his tenure. Marc has also served as CEO & President of FrontStream, CFO of Global Business Functions at Ally Financial, and CFO and President for the Americas at Sage Software. Marc began his career in the United States Navy and made multiple overseas deployments as an FA-18 pilot. He graduated from the United States Naval Academy and holds a Master of Business Administration from Harvard Business School.

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John Roberts

CHIEF FINANCIAL OFFICER

John has over 30 years of experience creating value for technology companies and guiding them through demanding and rapidly changing environments. John was most recently the CFO at Marketing Evolution, a leading SAAS company, where he also served as interim CEO. Prior to Marketing Evolution, he held the position of CFO at a diverse group of publicly traded and privately held high-growth technology companies including DHI Group, Right Media and Razorfish. John has built out global finance teams and led several equity and debt financings to support strategic initiatives and growth. He is a former PwC partner and holds a Bachelor of Science in Accounting from Boston College.

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Deborah DeVerna

CHIEF PEOPLE OFFICER

Deborah DeVerna is a seasoned business and people-focused executive with a proven track record of partnering with global leadership teams to enhance both business and individual performance. Her expertise includes organizational effectiveness, leadership development, and building strong company cultures where employees thrive. Most recently, Deborah was the Chief People Officer (CPO) for Qontigo, a global fintech and analytics provider, where she built a high-performing culture through people-first initiatives and programs. Prior to Qontigo, she held CPO roles for Fundtech and Octave Group where she led cultural integration and built scalable and engaging people experiences. While at Thomson Reuters and its predecessor companies, she held numerous senior Talent and Organizational Development roles.

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Steven Kilby

CHIEF TECHNOLOGY OFFICER

Steven has over 25 years of experience creating value as a product and technology leader. He was most recently the CTO at NextGen Healthcare, a leading provider of healthcare technology. Prior to NextGen Healthcare, Steven held product and technology leadership positions at a diverse group of companies including ACI Worldwide, a global leader in mission-critical and real-time payments technology, and Kofax, a leader in intelligent automation platforms. Steven has held positions at all levels of product and technology throughout his extensive career and has led multiple technology and product transformations. He holds a degree from the University of Cincinnati.

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Ivan Latanision

CHIEF PRODUCT OFFICER

Ivan is an executive leader with 25 years of experience and a proven track record of scaling SaaS organizations and improving operational effectiveness. Before joining Allvue, Ivan served as Executive Vice President and Chief Product Officer at Insurity where he was responsible for the company’s product vision, strategy, and market segments. He previously served as CPO for companies in the insurance, financial services, and life sciences sectors including Tangoe and Medidata. Ivan holds an MBA from Rutgers University and MS and BS degrees from the Rochester Institute of Technology.

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Aaron Howell

CHIEF CUSTOMER OFFICER

Aaron has 25 years of global experience in enterprise software with a successful track record of leading customer success, professional services, customer support, and operations teams. He focuses deeply on the customer journey and deploys value-driven and metrics-based processes to ensure an exceptional customer experience and desired outcomes. Before joining Allvue, Aaron was the Global Head of Customer Success Go-to-Market (GTM) at Slack. Before Slack, Aaron was a member of Guidewire Software and TempAlert’s executive teams after he started his career at Deloitte Consulting. He holds an MBA from the Massachusetts Institute of Technology, a Master’s Degree in Information Systems Management from Carnegie Mellon University, and a BSc degree in Mechanical Engineering from Northwestern University.

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Tarek Saleh

CHIEF REVENUE OFFICER

Tarek brings over 15 years of experience across financial services, enterprise sales, go-to-market (GTM) operations, corporate strategy, and business transformation. He specializes in scaling high-performing sales and marketing teams and building global brands. Over his career, Tarek has gained expertise across financial services and technology with direct experience in investment banking, capital markets, and alternatives. Before joining Allvue, Tarek served on the Intralinks executive leadership team, leading both company GTM Strategy & Corporate Development functions. Before Intralinks, Tarek worked in investment banking at UBS and RBS. He holds a degree in Business and Finance from the University of Connecticut.

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Brad Rosenfeld

CHIEF MARKETING OFFICER

Brad Rosenfeld is a seasoned marketing executive with over 20 years of experience in growth strategy, product marketing, and brand building. Most recently, he served as the Chief Marketing Officer at Prove, where he led marketing initiatives for four years. Prior to that, he founded and successfully exited an entrepreneurial venture, played a key role in scaling PayPal’s B2B digital marketing across North America, and served as Global CMO for Biz2Credit/Biz2X. Brad holds an M.B.A. from Columbia Business School and a B.A. from Arizona State University.

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Deborah Mason Lefkowitz

CHIEF LEGAL OFFICER

Deb is a seasoned in-house attorney with expertise in complex commercial transactions as well as data and technology transactions. Prior to joining Allvue, Deb held the role of General Counsel North America for NielsenIQ following its separation from The Nielsen Company into a stand-alone organization. In this role, she provided counsel on a wide range of commercial and strategic matters including mergers and acquisitions, commercial transactions, product development, litigation, integrity and corporate compliance, privacy, and data security. Deb spent the early part of her career at GfK, Germany’s largest market research company, and before that she was in the mergers & acquisitions space as an associate with Ropes & Gray LLP. Deb earned her JD from Case Western Reserve University School of Law and BA from The Ohio State University.

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Mack Santora

CHIEF OF STAFF

Mack lends his strategic acumen to the Allvue leadership team and is focused on driving Allvue’s corporate strategy and key initiatives. Prior to joining Allvue, Mack worked at Alpha Financial Markets Consulting (FMC), consulting for Asset Managers on technology strategy and program management. Prior to Alpha FMC, Mack worked for JP Morgan Chase, completing a leadership development program, and working on various corporate strategy change initiatives across technology and operations. He holds a degree in Finance from Miami University of Ohio.

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Richard Change

Head of PFA Solutions

Richard Change joins Allvue as a member of the senior leadership team, following Allvue’s acquisition of PFA Solutions. In 2012 he set out as co-founder to start PFA Solutions. As the former Chief Architect at a leading private equity firm, Richard Change saw a gap in data standards, as well as limitations on how firms stored and tracked investment information. PFA focused on technology solutions for calculating GP Carried Interest allocations, total compensation management and tracking consolidated investor and portfolio performance information across funds. In addition to his role at PFA Solutions, Richard works with various industry committees and serves on the board on various local organizations. Prior to co-founding PFA Solutions, Richard was the Chief Application Architect at The Carlyle Group. He has over 20 years of technology experience and a deep understanding of fund operations, performance management, carry and co-invest within the Private Capital markets.

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