Dave Welling

Corporate Officer/Principal at ADVENT SOFTWARE, INC.

Finance

Technology Services

Consumer Services

Profile

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.

Dave Welling active positions

Companies	Position	Start
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.	Chief Executive Officer	01/01/2017
Mercer Advisors, Inc. Mercer Advisors, Inc. Investment ManagersFinance Provides financial, estate and tax planning, insurance, corporate trustee & trust administration services	Chief Executive Officer	01/06/2017

All active positions of Dave Welling

Former positions of Dave Welling

Companies	Position	End
REGIS ACQUISITION INC. REGIS ACQUISITION INC. Investment ManagersFinance Provides investment advice	Chief Executive Officer	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	Director/Board Member	-
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	-

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Linked companies

Private companies	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