About STP
Our Model Built On Service, Transparency & Partnership
About STP Investment Services
STP was formed in 2008, with one client, five employees and $2B in assets under administration.
Today, we’re an award-winning, industry-leading fintech and global investment operations firm that provides complete front, middle, and back office services.
The times may change, but not our commitment to living up to the highest standards of service excellence.
Service. Transparency. Partnership. That’s STP.
History
2022
GROWTH INVESTMENT FROM LOVELL MINNICK PARTNERS
2021
TOWER FUND SERVICES ACQUISITION
2021
BEST OUTSOURCING PROVIDER, AGAIN
2020
STP crosses $250B in assets serviced.
Global team expands to 220 strong.
2020
STP acquires Accusource to expand the breadth of services to RIAs, family offices, and asset managers.
Read the Story
2019
STP hosts its first-ever client conference, a two-day event in Philadelphia, PA.
Clients from across the country participate.
2017
STP team grows to 100 strong across our offices in West Chester, PA and Bangalore, India.
2017
For the first time ever, STP surpasses a key milestone:
$100B in assets under administration (AUA)
2016
STP acquires Financial Control Systems (FCS) to expand and strengthen services to plan sponsors across the country.
2014
STP India officially launches with the opening of an office in Bangalore, India.
2013
STP acquires new outsourcing clients from a Business Process Solutions provider.
2010
STP’s next generation, industry-leading software platform, SaaS Portal, launches. Platform offers revolutionary SaaS software, apps, interactive dashboards, and automated reporting.
What Our Clients Say
In Our Client's Own Words
From the video, a particular quote that drives home the point that STP’s service model allowed our client to focus on what they do best:
“STP’s investment in people and technology has enabled Bridgeway to focus on our core competency – managing money to help our clients achieve their goals.”
–Sharon Lester
Director of Operations
Bridgeway Capital Management
Team
Executive Team
Dan Houlihan
Chief Executive OfficerDavid Whitaker
Head of Strategy & Corporate DevelopmentMelissa Gingrich
Chief Financial OfficerKeith Bradley
Chief Operating OfficerChristopher Sallemi
Chief Technology OfficerYvonne Guardado
Global Head of Human ResourcesRavi Agarwal
Managing Director, Head of Investment Operations STP IndiaDonald O'Hara
Chief Compliance OfficerDaniel Ceneviva
Head of Product and Client SolutionsDan Schlossberg
EVP of Business Development & Relationship ManagementManagement
Saneesh Surendran
SVP, Systems & Director of STP IndiaFrank Farnesi
SVP, OperationsJeff Hooks
SVP, OperationsJ.P. Grignoli
SVP, OperationsJessica Cruz
SVP, Project ManagementJason Bolc
VP, OperationsEmily Strickland
SVP, OperationsSteve Arnold
VP, Fund AccountingGet To Know Our Team
Awards & Recognition
Our Recent Awards & Recognition
FTF "Best Outsourcing Provider"
Outsourcing plays a key role for many facets of securities operations. STP was honored as the outsourcing provider that offered valuable, reliable, cost-effective and efficient outsourced middle and back office services to the buy side.
Learn More"Fastest-Growing Companies"
STP was honored to appear (a repeat honor) on the Philadelphia Business Journal’s 2020 list of fastest-growing companies in greater Philadelphia region as measured by revenue over a three-year period from 2017 through 2019.
Learn MoreInc.'s "5000 Fastest-Growing Companies"
The Inc. 5000 list is the key benchmark for entrepreneurial success, as it shows the 5000 fastest-growing companies in the US. STP was honored (a repeat honor, too) with its inclusion in Inc.’s 2020 5000 list.
Learn MoreInc. "Best Workplaces"
Inc. Best Workplaces awards the company cultures that thrive in the face of adversity. Cultures that foster advancement at all levels. Cultures that are truly worthy of being named one of Inc.’s Best Workplaces. STP was honored as one of Inc.’s Best Workplaces for 2020.
Learn More"Best Places to Work"
Philadelphia Business Journal honors the top companies to work for in Greater Philadelphia as voted by the people who know them best – their employees. STP was honored for its company culture across numerous categories.
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Inquirer "Top Workplaces"
STP was honored to have been recognized by The Philadelphia Inquirer as a Top Workplaces in Philadelphia for 2019! Companies have been recognized based solely on surveys about the workplace completed by employees.
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Inc.'s "5000 Fastest-Growing Companies"
The Inc. 5000 list is the key benchmark for entrepreneurial success, as it shows the 5000 fastest-growing companies in the US. STP was honored with its inclusion in the 2019 Inc. 5000 list!
Learn More
Inc. "Best Workplaces"
Inc. Best Workplaces awards the company cultures that thrive in the face of adversity. Cultures that foster advancement at all levels. Cultures that are truly worthy of being named one of Inc.’s Best Workplaces. STP was honored as one of Inc.’s Best Workplaces for 2019!
Learn More