Discover the history behind the creation of Allvue and get acquainted with our leadership team.LEARN MORE
A balance of seasoned leadership and fresh perspectives
Rey brings 26 years of professional experience to the Allvue leadership team, 17 of which are within the Alternative Investments industry. Rey co-founded AltaReturn in 2008 and led its global client service organization. Prior to the founding of AltaReturn, he worked for SunGard's Investran business unit, where he led the growth of the implementation consulting team from 8 to over 40 professionals. Before joining SunGard, Rey was with KPMG Peat Marwick where he spent time in both the Audit and Consulting practices. He holds multiple degrees from Florida International in Finance and Accounting.
Roman brings 25 years of professional experience to the Allvue leadership team. Prior to serving as General Counsel of Allvue Systems, Roman served for over a decade as General Counsel & Chief Compliance Officer of Providence Equity Partners L.L.C. Before that he worked in private practice at a number of international law firms, specializing in asset management, mergers and acquisitions and general corporate work. Roman holds a Bachelor of Science degree from SUNY Buffalo and a Juris Doctor from Stanford Law School, where he served as an Editor of the Stanford Law Review.
Erik has a long history of leadership roles in consulting firms as well as premier investment banks. During his tenures, Erik has led companies, business units, operations functions and largescale projects brought on by sweeping industry reform and mergers. More recently, Erik was the President of ALaS Consulting LLC, which was acquired by Virtusa. Erik led the Financial Services Consulting (FSC) division of Virtusa until 2014, when he joined Broadridge Financial Solutions to lead the Professional Services team. He holds a degree from Cornell University in Economics.
Ryan has over 30 years of experience in running software businesses and leading sales teams. Prior to Allvue, Ryan spent 7.5 years in London at Finastra and Misys, where he served as EVP of International and was responsible for all go-to-market teams and client facing activities for the European, Middle Eastern and Asian Pacific territories. Additionally, Ryan was the Misys Global Head of Sales prior to the merger of Misys and D+H. Ryan also held several leadership roles in Europe and the US for SunGard and GLTrade. He holds a Bachelor of Science degree from Cornell University and served as a Captain in the US Army Reserves for 11 years.
Brandon brings over 15 years of enterprise application development to his role as Chief Technology Officer at Allvue. He was the original employee when Black Mountain was founded in 2007 and has architected the Everest solution since its inception. Brandon started and ran the Professional Services group and oversees all product development and internal engineering for the firm. His prior experience includes architecting a loan origination system and developing an automated underwriting engine for Accredited Home Lenders. He holds a degree from the University of California, Santa Barbara in Computer Science.
Joe is the Chief Human Resources Officer of Allvue. Joe has led the Human Resources function in several global organizations most recently as CHRO of Finastra a leading global Fin Tech company. Joe had a lengthy career with Unilever, a global leader in consumer products, with leadership roles in Canada, US and Europe. Joe has led several change transformation projects along with significant experience with mergers and acquisitions. Joe has a Bachelor of Commerce from the University of British Columbia along with post graduate Human Resources programs at the University of Michigan and USC Marshall School of Business.
Brian has an extensive background in financial strategy, global financial planning and analysis with expertise in strategy delivery and a focus on profitable growth opportunities. He most recently worked as the Chief Financial Officer of the Amynta Group. Prior to the Amynta Group, Brian worked at Solera where he was CFO & Regional Managing Director of its Audatex business and the leader of Solera's global financial planning and analysis function. Prior to Solera, Brian was the Chief Financial and Operating Officer of SunGard Insurance. Brian joined SunGard after many years at Marsh & McLennan Companies where he held various executive positions. Prior to Marsh, he served for ten years as VP Business Development, Analysis and Planning with American Express. Brian is a CPA and holds a Bachelor of Science in Business Administration in addition to an MBA.
Yuriy has 20+ experience working in different functions for technology solution providers in Capital Markets. Most recently he worked as Head of Product Management at Fidessa Inc and managed the build out of its derivatives trading OEMS for global financial institutions as well as the execution and analytical tools for global FCMs. Prior to that, he oversaw product development and product strategy at CQG Inc. Yuriy holds a Bachelor of Science from the University of Colorado in Computer Science and a Bachelor of Science from Tashkent Technical University in Computer Engineering.
Custodio has 25 years of professional experience, including 21 years focused on the Alternative Investment industry. Custodio co-founded AltaReturn in 2008 and leads Allvue’s technology and product development teams. Prior to founding AltaReturn, Custodio was the CTO for Sungard's Investran Business Unit while also serving as the CTO of Sungard's VPM Business Unit. Custodio holds a degree from the Polytechnic School at the University of Sao Paulo, Brazil in Mechatronic Engineering.
Jason has a strong background in the software industry as well as in corporate matters, commercial contracts and mergers and acquisitions. Prior to serving as Associate General Counsel of Allvue Systems and Black Mountain Systems, Jason served as Associate General Counsel of Cogentrix and in private practice at international and national law firms, specializing in mergers and acquisitions and general corporate work. Jason holds a Juris Doctor from the University of Michigan Law School and a Bachelor's degree from the University of South Carolina in Finance.
Mike brings deep expertise in financial planning, controllership and accounting to the Allvue leadership team. Before Allvue, Mike was the CFO of AltaReturn, overseeing the financial organization including HR and Legal, and spent time as an investment banker in Macquarie Capital’s Financial Institutions Group. He started his career as an auditor at PwC, working on banking and capital markets clients and focused on internal controls, third party assurance reports, and financial audits. Mike holds a Master of Business Administration from New York University’s Stern School of Business in addition to a Bachelor of Science and a Bachelor of Business Administration from Villanova University Accountancy.
Robert lends his strategic acumen to the Allvue leadership team and is focused on driving key strategic initiatives across the organization. Prior to joining Allvue, Robert worked for Vista Consulting Group, the operating arm of Vista Equity Partners, where he helped create and execute value creation plans to realize Vista’s investment theses across over 30 software portfolio companies. Preceding his time at Vista, Robert was a strategy consultant at Accenture, focusing on large scale cost transformations for Private Equity backed companies in the Consumer Goods sector. Robert holds a degree from the University of Chicago in Economics.
Grant has held leadership positions in FinTech for the past 10 years, following a career in trading where he ran cross-asset trading portfolios for a boutique investment firm and led prop trading for a major investment bank through the financial crisis. Grant joined Allvue Systems from Finastra, where he ran global go-to-market across its verticals, was the commercial head of LenderComm, and ran the regional partners organization.
Susan has a wealth of experience leading the planning and execution of global marketing and corporate communications programs. Prior to joining Allvue in 2019, Susan was a member of the marketing leadership team at Finastra, heading their digital marketing practice. Prior to Finastra, Susan led global marketing at Fitch Group, overseeing messaging and communications for the Ratings business. There, she established the Fitch Group brand and positioning and also built the Fitch Solutions marketing function. Before that, Susan held various marketing roles at Standard & Poor’s. Susan holds a Bachelor of Arts from Miami University in International Studies.