Allvue Contributors

Trevor Chisholm

Global Head of Sales, Enterprise Equity

Trevor Chisholm is the Global Head of Sales for the Enterprise Equity business at Allvue, managing a team that works with the largest private equity firms and fund administrators across North America and Europe. Trevor previously led the Global Alternative Investments business at Intralinks, as well as the SaaS business at iCapital. He is a member of the Chartered Alternative Investments Association and holds a Bachelor of Arts in History from Middlebury College.

Machele Huckabee

Senior Sales Executive

Machele Huckabee is a seasoned professional with extensive experience in the enterprise and fund administration space. She joined Allvue in 2021 as a key member of the team. Prior to that, Machele worked in institutional sales in private equity real estate at RealPage, where she honed her expertise in the financial services industry. Machele is a graduate of Weber State University, where she earned a degree in professional sales and a minor in economics. With her wealth of knowledge and expertise, Machele is a valuable asset to the Allvue team and is committed to delivering exceptional results for the company and its clients.

Kimberly Kale

Head of Product - Back Office

Kimberly is responsible for back office product management at Allvue. She joined Allvue’s predecessor, AltaReturn, in 2009 and has over 25 years of software management, including 18 years servicing the alternative investments industry. Prior to joining AltaReturn, Kimberly spent seven years with FIS/Investran, first in New York, and then transferring to London to manage the EMEA implementation team. She began her career at KPMG Public Services practice in Washington, DC, and moved on to implement ERP solutions for various insurance and healthcare clients. Kimberly holds a Bachelor’s degree from Vanderbilt University and is currently based in Allvue’s Miami headquarters.

David Lazar

Product Manager - CLO & Public Credit

David Lazar is Product Manager for CLO and Public Credit at Allvue, managing the product roadmap for the business line. David was on the Professional Services team at Black Mountain Systems for 7 years, which included overseeing the Portfolio Compliance Implementations team. Prior to joining the company, he spent two years as a Business Consultant at Eze Software Group. He is a CFA Charterholder and holds Masters of Arts and Bachelors of Arts in Economics degrees from University of California, Los Angeles.

Rob Marinaro

Head of Product - Credit

Rob is currently the Head of Product for Credit at Allvue, overseeing and participating in all product functions for the credit business line. Rob initially started on the Professional Services team at Black Mountain Systems and most recently was the Product Owner for the Portfolio Compliance Solution. Prior to joining the company, he was an officer in the United States Marine Corps working in intelligence during Operation Enduring Freedom. Rob has a Bachelor of Science degree in Electrical and Computer Engineering from Carnegie Mellon University.

Brandon Meeks

Chief Technology Officer

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.

Jacqueline Morcombe

Head of Credit Sales, EMEA & APAC

Jacqueline Morcombe is the Head of Credit Sales for Allvue in EMEA and APAC, responsible for new business in the region covering asset managers, banks and loan administrators. With over 15 years of experience in credit technology, Jacqueline has previously held go-to-market and leadership roles at nCino, Finastra and FIS working with banks and asset managers looking to leverage technology to transform their businesses and operations.

Allan Parks

Product Manager, Portfolio Monitoring

Allan Parks, Product Manager of Fund Performance and Portfolio Monitoring Solution joined Allvue in 2021. Previously, he was a Product Manager of Portfolio Construction Services at Capital Group, and prior to that, a Portfolio Advisor at Merrill Lynch’s Private Banking and Investment Group where he led Private Capital (Alternative Assets) portfolio allocation for a $5Bn AUM team serving foundations, family offices and UHNW. He is a graduate of University of San Diego, he holds an MBA from Thunderbird School of Global Management (ASU), and he is a CFA Charterholder.

Yuriy Shterk

Chief Product Officer

Yuriy has 20+ experience working in different functions for technology solution providers in Capital Markets. The Chief Product Officer of Allvue Systems has most recently 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.

Manuel Villavicencio

Consulting Director

Manuel is a Consulting Director at Allvue. Manuel has worked with private equity clients and other leading asset management firms and fund administrators for over 17 years, leading various business consulting and technology implementation projects. Prior to joining Allvue’s predecessor, AltaReturn, Manuel was a Senior Manager in Ernst & Young’s Asset Management advisory practice where he spent six years advising clients on operational improvement initiatives and vendor selections. Manuel has spoken at a number of industry conferences and has authored whitepapers focused on trends in private equity operations. He is a licensed CPA with a Bachelor of Accounting from Florida International University and a Master of Business Administration from Columbia Business School.