About STP Investment Services

About STP

Our Model Built On Service, Transparency & Partnership

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

2020

STP beats out several larger competitors to win FTF’s “Best Outsourcing Provider” award after votes from industry colleagues and partners.

2020

2020

STP acquires Accusource to expand the breadth of services to RIAs, family offices, and asset managers.

 

Read the Story

2019

2019

STP acquires AlphaOne Capital to expand trading, compliance, and emerging manager services.

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

2016

Evidencing our rapid growth story, STP expands into new offices in West Chester, PA and Bangalore, India.

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.

2008

2008

The STP company launches with one foundation client, five team members, and $2B AUA, servicing funds, wealth, and institutional accounts.

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

Dan Houlihan

Chief Executive Officer
Dan Houlihan

Dan Houlihan

Chief Executive Officer

As the CEO of STP Investment Services, Dan Houlihan is responsible for overseeing the daily operations of STP’s product, sales, and technology departments to ensure the highest-quality client service standards and ongoing platform capabilities are executed in line with the company’s overall strategic vision.

Dan draws on his over 15 years of experience in leadership positions at Northern Trust, including most recently serving as the Executive Vice President and Head of Asset Servicing for the Americas, to bring a strategic client management and operational focus to his role at STP.

While at Northern Trust, Dan led a team of over 3,000 employees supporting all client segments, including asset managers, asset owners, hedge funds, private capital funds and insurance companies, and was responsible for middle-office outsourcing, fund accounting and administration, and custody and related services. He also served as the Global Product Executive for all front- and middle-office capabilities.

Prior to his tenure at Northern Trust, Dan was a founding partner and President of Citisoft, a leading advisory consultant to global financial services and technology firms.

Dan also served as Chairman of NICSA, sits on multiple non-profit boards, and is a frequent speaker and author on complex industry topics dealing with operations and technology.

Melissa Gingrich

Melissa Gingrich

Chief Financial Officer
Melissa Gingrich

Melissa Gingrich

Chief Financial Officer

Daniel Ceneviva

Daniel Ceneviva

Head of Product and Technology
Daniel Ceneviva

Daniel Ceneviva

Head of Product and Technology

Daniel Ceneviva serves as STP’s Head of Product and Client Solutions. In this capacity, he is responsible for defining and driving the strategic product vision and roadmap across STP’s business lines. Daniel uses a client-centric, consultative approach to understanding the underlying needs of STP’s audience, translating abstract problems into the software products that solve for them.

Daniel brings extensive experience developing clear product strategy for the investment and wealth management industries to the STP team. Prior to his role at STP, Daniel served as the Director of Solutions Strategy and Development at SEI, where he executed numerous strategic design and development programs to launch innovative products and solutions, as well as built multiple cross-functional teams to create a streamlined product, development, implementation and consulting process.

Daniel is a graduate of Villanova University. He lives in Collegeville, PA with his family.

Emmy Bernard

Emmy Bernard

Chief Revenue Officer
Emmy Bernard

Emmy Bernard

Chief Revenue Officer

As Chief Revenue Officer of STP Investment Services, Emmy Bernard is responsible for overseeing the firm’s Go-To-Market strategy. Emmy draws from over 20 years of sales and marketing leadership experience in the financial services industry.

As Partner and Head of Marketing at ACA Group Emmy oversaw lead generation and product marketing strategies for the firm. As Head of Client Development at Foreside Financial Group, Emmy led the firm’s commercial team across sales, marketing, and relationship management verticals. Prior to her tenure at ACA-Foreside, Emmy spent nearly a decade in the hedge fund industry in marketing and investor relations roles at two alternative asset managers in New York City and Greenwich, CT.

Emmy is a Board Member of 240 Strings, a non-profit that provides free private classical music education to students unable to afford instruction. She also sits on the investment committees of the Portland Museum of Art and the Mitchell Foundation.

She received her B.A. from Trinity College and her M.Sc. from the London School of Economics & Political Science. Emmy resides in South Freeport, Maine with her husband Cédric, and twin daughters Madeleine and Lucie.

Anthony V. Mannino, Esq

Anthony V. Mannino, Esq

General Counsel
Anthony V. Mannino, Esq

Anthony V. Mannino, Esq

General Counsel

Tony joins STP as General Counsel and brings nearly 30 years of legal and operational experience to the role. He was most recently General Counsel at Houwzer, a venture-backed real estate and financial services provider based in Philadelphia. His prior legal roles included serving as chief of staff for two members of Pennsylvania’s General Assembly, as well as more than a decade as a commercial litigator in private practice. Along the way he was also COO for a regional commercial real estate firm, and served on the boards of directors of several governmental and non-profit entities. Tony is a graduate of Temple University and resides in Philadelphia with his wife and daughter.

Yvonne Guardado

Yvonne Guardado

Global Head of Human Resources
Yvonne Guardado

Yvonne Guardado

Global Head of Human Resources

Yvonne Guardado joined STP in 2018 as the Human Resources Manager. In this strategic and hands-on role, Yvonne manages the full-cycle Human Resources function including recruiting top talent, executing our human capital initiatives, providing internal customer support and driving functional excellence and process improvement.

Yvonne is certified as both a PHR (Professional in Human Resources) and SHRM-CP and has over 16 years of Human Resources experience. She has worked for a variety of organizations and industries including: Bausch & Lomb, Wegmans Food Markets, and the University of Mississippi Medical Center.

Yvonne graduated from St. John Fisher College with a B.A in International Studies and a Master’s Degree in Human Resource Development. She is happily married to her husband Pablo and has two school-aged girls. With family all over the world, she enjoys traveling internationally. Yvonne stays active with her young children between gymnastics, soccer, girl scouts, and more. When she’s not running around with her girls- you can find Yvonne enjoying many of the area’s walking trails, dreaming up a new interior design project in her home, or trying a new recipe.

Watch Yvonne talk about STP’s award-winning culture

Management

Frank Farnesi

Frank Farnesi

Head of Global Operations
Frank Farnesi

Frank Farnesi

Head of Global Operations

Frank Farnesi joined STP Investments in 2019 as a Senior Vice President of Operations.  He has over 20 years’ experience spanning roles in front to back office firms like State Street Corporation, Morgan Stanley, and SEI Investments.  Prior to joining STP, Frank ran the Global Enterprise Business Solutions team for State Street with primary responsibility of data delivery and management, operational controls, and product management.  This network of experiences created an ability to partner business knowledge with data and technology to successfully meet clients’ current and future needs.

Frank has a Master’s degree in Organizational Leadership from Cabrini College, a BSED from West Chester University, and a certification in Project Management from Pennsylvania State University.

Jim Lewis

Jim Lewis

Head of Technology
Jim Lewis

Jim Lewis

Head of Technology

As the Head of Technology, Jim Lewis is responsible for the overall technology strategy, development, and infrastructure at STP. His primary focus is on building out a best of breed, industry leading technology platform to facilitate data management and reporting to help our clients manage their business, grow their sales, and retain revenue, while optimizing processes, analyzing trends, and improving productivity.

Prior to joining STP, Jim spent 14 years building the outsourcing platform for investment managers at SEI and similar tool sets for the retirement space at PCS. In these roles, he oversaw the design, build and maintenance of the IMS data management and reporting platform, acted as technical sales, and ran an innovation team focusing on leveraging new technologies to make our clients more efficient and effective in the day to day lives.

Jim holds a B.S. in Business Management from the Lycoming College, and an MBA from Villanova University.

Jitender Kumar

Jitender Kumar

Head of India Operations
Jitender Kumar

Jitender Kumar

Head of India Operations

Jitender joined STP in 2021 from State Street to run STP’s India Operations. He has over 20 years of experience in the fund industry working across different streams. He brings proven experience in setting up operations from scratch and transforming and optimizing operations for efficiency. He is a functional expert in different products across the financial industry and tools like Eagle PACE, Eagle Performance, SRM, STAR implementations, Advent Geneva, TLM, MCH, Confluence Unity, and Expense Manager. Before STP, he had roles at State Street, Citigroup, and Fidelity.

Jitender holds a CFA and  Master’s degree in Financial Analysis.

Sunitha Gangadhara

Sunitha Gangadhara

Vice President, Human Resources - India
Sunitha Gangadhara

Sunitha Gangadhara

Vice President, Human Resources - India

Saneesh Surendran

Saneesh Surendran

SVP, Systems & Director of STP India
Saneesh Surendran

Saneesh Surendran

SVP, Systems & Director of STP India

Saneesh Surendran is Senior Vice President of Systems and a Director of STP India, and has been with STP since inception. He has vast experience within the capital markets industry, and specializes in Eagle Investment Systems, Markit EDM and other leading financial systems. Saneesh has excellent domain knowledge and has been the technical lead on multiple STP implementation projects. In his capacity as the Head of Systems, he partners with all STP clients in understanding their requirements and architecting solutions that maximize efficiencies on the STP platform. Saneesh also works with STP’s business leaders and leads a global team of financial systems experts. He has significant experience in integrating leading vendors in the investment management industry like Bloomberg, ICE, FactSet, CRD, Longview etc.  Prior to joining STP, Saneesh worked as a consultant at Robeco Investment Systems and held key roles in the technology space for leading investment firms including HSBC’s Halbis Capital Asset Management, Ark Asset Management, Trilogy Investments, and Northern Trust.

Saneesh has completed his Bachelor’s in Telecommunications Engineering from the Mumbai University. He enjoys all sports and follows Cricket and Soccer closely. Outside of work, Saneesh, his wife, and son love to travel across the globe.

Jeff Hooks

Jeff Hooks

SVP, Relationship Management
Jeff Hooks

Jeff Hooks

SVP, Relationship Management

Jeff Hooks is Senior Vice President of Operations at STP Investments with more than 20 years of experience.  Jeff is responsible for the day-to-day management of the investment manager outsourcing services, which includes operations, client management, and shared services.  Prior to joining STP, Jeff was a Director at SEI Investments.  In this role, Jeff was responsible for overseeing multiple functions within the middle office team.  Jeff also spent time at various investment management firms including Nuveen Investments, PIMCO Allianz (now Allianz Global), and Nicholas Applegate.

Jeff graduated with a degree in Business Economics from University of California at Santa Barbara.  Jeff was born and raised in San Diego and now enjoys the East Coast with his wife, Laurie, and three boys.

Jessica Cruz

Jessica Cruz

SVP, Project Management
Jessica Cruz

Jessica Cruz

SVP, Project Management

Jessica Cruz, SVP of Project Management, has more than 15 years of project management experience. She is a creative problem solver who effectively manages risk to ensure a successful and timely project implementation and positive experience for the client. Jessica has a strong knowledge of financial products, hands-on operational experience, and ability to collaborate across multiple functional areas levels of an organization in addition to providing vendor oversight. Prior to joining STP, Jessica worked at Genpact, Citi and BNY Mellon in their Wealth and SMA servicing divisions.

Jessica earned a Bachelor of Arts from SUNY Oneonta. She enjoys living in New York’s Hudson Valley with her husband and two kids. Away from the office, besides being a sports chauffer, Jessica loves to read and has a monthly book club with friends.

Watch Jessica speak to STP’s best practices with conversions and implementations

Jason Bolc

Jason Bolc

SVP, Relationship Management
Jason Bolc

Jason Bolc

SVP, Relationship Management

Jason Bolc, SVP of Operations, has 15 years of experience in the investment services industry. His unique blend of operational expertise, project management, client service, and relationship management skills have allowed him to play an intricate role in supporting his team and clients, on-boarding new clients and product lines, and improving operational efficiency. Prior to joining the STP family, Jason worked at SEI Investment Services, where he effectively managed the day-to-day relationships for seven Registered Investment Managers totaling $26.7 billion AUM. He specializes in client relationships, departmental workflows/solutions, and total operations across all department applications.
Jason holds a Bachelor of Science in accounting from The Pennsylvania State University. He is happily married to his high school sweetheart with whom they have two children that they love to keep outside. Jason enjoys the outdoor activities including hiking, fishing, and snowboarding, among others.
Steve Arnold

Steve Arnold

VP, Fund Accounting
Steve Arnold

Steve Arnold

VP, Fund Accounting

Steve Arnold is VP of Fund Accounting at STP Investment Services. He serves as the leader of STP’s fund accounting team where he has developed and enhanced the firm’s fund administration offering. Steve joined STP in 2014 and has ten years of industry experience. Prior to joining STP, he served in various accounting roles at BNY Mellon and SEI Investments where he managed the delivery of accounting and administrative services for an array of investment products including Private Equity, Real Estate and Hedge funds. Steve graduated from Millersville University with a B.S. in Accounting.

 

Rachel Pham

Rachel Pham

Head of Revenue Operations
Rachel Pham

Rachel Pham

Head of Revenue Operations

As the Head of Revenue Operations, Rachel Pham is responsible for building out sales operations, sales enablement, data and analytics, and digital marketing. Her primary focus is on launching programs to help grow sales and retain revenue, while optimizing processes, analyzing trends, and improving productivity.

Prior to joining STP, Rachel served as the Director of Commercial Operations for ACA Global and Foreside Financial Group. In this role, she oversaw the day-to-day operations of the entire sales process, sales and marketing resources, sales data and insights, and lead generation efforts, which resulted in excess of $130 million in new sales. Prior to Foreside, Rachel spent 8 years at Raymond James Financial in Mutual Fund and ETF Research.

Rachel is a Board Member of Westbrook Santa Cause, a non-profit that provides toys and monetary donations to children in the community during the holidays.

Rachel holds a B.S. in Economics from the University of South Florida, and an MBA from Saint Leo University. She currently holds her Series 6 and 63 licenses. Rachel resides in Portland, Maine with her husband Nick, and two children, Phillip and Evelyn.

Mike McAleer, AIF ®, ARPC®

Mike McAleer, AIF ®, ARPC®

SVP, Business Development
Mike McAleer, AIF ®, ARPC®

Mike McAleer, AIF ®, ARPC®

SVP, Business Development

As SVP, Business Development for STP Investment Services Go-To-Market Strategy team, Mike McAleer is responsible for identifying and cultivating new relationships and partnerships for the firm.

After graduating from The Pennsylvania State University, Mike joined the financial services industry in 1999 where he has held high-level sales and sales leadership roles across firms such as Lincoln Financial Group, Clark Capital Management Group, Charles Schwab and Russell Investments.

Mike’s background is diverse with deep experience in Asset Management, Custody & Trading, Qualified Plans, Institutional, etc. He strives to leverage said expertise and his vast network to add value to everyone he partners with.

Mike lives in Newtown Square, Pa with his wife of over 22 years (Chrissy), their 3 teenage children (Lilly, Lauren & Gavin) and their 2 dogs (Benny & Maggie). Outside of the office, Mike enjoys traveling, music, nature and playing or watching almost all sports.

 

Get To Know Our Team

Disha Parikh

Disha Parikh

AVP, Head of Reconciliations
Pennsylvania, USA
Disha Parikh

Disha Parikh

AVP, Head of Reconciliations

Disha Parikh, AVP – Head of Reconciliations, joined STP in 2016. Disha has 10+ years of capital markets experience, with a focus in back office operations, performance analysis and portfolio management. Prior to joining STP, Disha worked at Accusource, LLC where she was directly responsible for daily reconciliations, corporate actions processing and performance updating and analysis. Prior to Accusource, Disha served as a Portfolio Manager at Placemark Investments in Dallas, TX, focusing on detailed quantitative analysis of accounts with a perspective on tracking error and efficient tax-management of accounts.

Disha holds a B.S. in Finance from the University of Houston – Clear Lake, TX and an MBA from Santa Clara University. Disha enjoys writing and reading. She lives in beautiful Chester County with her husband, 11-year old son and a soon to be college-bound daughter.

Read Disha’s article about Reconciliation Models

Kaisha Lourens

Kaisha Lourens

AVP, Trade Settlements & T3
Pennsylvania, USA
Kaisha Lourens

Kaisha Lourens

AVP, Trade Settlements & T3

Kaisha Lourens is AVP of Trade Settlements and T3 at STP Investment Services. She is responsible for STP’s trade settlements process and she has built and implemented the firm’s trade settlements offering. Kaisha joined STP in 2019 and has five years of industry experience in various investment operations roles. Prior to joining STP, Kaisha has performed several roles at Barclays, SEI Investments, and Aviva Investors which have helped her attain a comprehensive view of the global trading process, as well as back office operations.

Kaisha graduated from Villanova University with a B.A. in Political Science. An Iowan turned Pennsylvanian, Kaisha has a Bridesmaids quote for any situation. After a day of work, you can either find Kaisha dancing and singing, or lying in bed while bingeing a TV series, shopping online, texting her mom, eating junk food, and cuddling her dog, Tuesday.

Emily Strickland

Emily Strickland

Head of Client Service
Pennsylvania, USA
Emily Strickland

Emily Strickland

Head of Client Service

Emily Strickland is Head of Client Service with STP. She has more than 17 years of industry experience with a focus on back office operations, data management, systems conversions, client reporting, SSAE18 audits and outsourcing implementations. Prior to joining STP, Emily worked at SS&C Technologies- PORTIA where she managed the outsourced operations team. She was directly responsible for managing a team across multiple clients that processed all back office functions. Emily’s previous roles include portfolio administration and custody operations.

Emily holds a B.S. in Business Administration from San Diego State University. She enjoys her free time with her two children and her husband. This includes attending travel baseball games with her son, art classes with her daughter, and relaxing with a good glass of wine when she can.

Jason Gambale

Jason Gambale

AVP, Fund Services - Portfolio Accounting
Pennsylvania, USA
Jason Gambale

Jason Gambale

AVP, Fund Services - Portfolio Accounting

Jason Gambale, AVP – Fund Services – Portfolio Accounting, manages the daily and monthly NAV delivery for all of STP’s fund administration clients. He specializes in the portfolio accounting facet of the overall NAV workflow and acts as the main liaison between the Fund Service’s U.S. onshore and India offshore teams.

Jason has been with STP since 2015 and has nearly 10 years of experience in the financial services industry. Prior to joining STP, he worked at BNY Mellon in both NAV operations and fund conversion. He helped BNY migrate funds off of their legacy accounting platform and onto Eagle Investment Systems.

Jason graduated from Temple University with a B.S. in Accounting. Outside of work, he likes to spend time with his wife and three boys, go to the New Jersey Shore, and play/watch any and all sports.

Ryan Themig

Ryan Themig

VP, Systems Performance
Pennsylvania, USA
Ryan Themig

Ryan Themig

VP, Systems Performance

Ryan Themig is Vice President of Systems at STP Investment Services, having joined in 2019. He serves as the go-to person for Eagle performance, data management and best practices, architecting performance solutions for client implementations, and a production support and workflow efficiencies expert. He has more than 20 years of experience in the financial services industry including Performance Measurement, implementations consulting, business analysis & improvement, project management, and IT support. Prior to joining STP, Ryan was responsible for leading performance and data management implementations at Eagle Investment Systems, managed a performance measurement team at State Street’s Investment Manager Services division, and served in various performance and accounting roles at BNY Mellon.

Ryan graduated from the University of Connecticut with a B.A. in Economics. Outside of work, he likes to spend time with his wife, two children and dog exploring Colorado’s trails, ski areas, and National Parks. Ryan is an avid cyclist (road, mountain bike, cyclocross) and is targeting to compete in the Leadville 100 mountain bike race among other races.

David  Likens

David Likens

Head of Shared Services
Pennsylvania, USA
David  Likens

David Likens

Head of Shared Services

David Likens is Head of Shared Services at STP Investments with more than six years of experience. He is responsible for the day-to-day management of the Business Solutions services, which involves critical knowledge of operations as well as technology and data sciences.  Prior to joining STP, David was an Operations Supervisor at SEI Investments.  In this role, he was responsible for overseeing a team of reconciliation analysts and was the primary contact for client reconciliation inquiries. David also served as a member of the United States Air Force Reserves as a Non-Commissioned Officer from 2010 – 2016.

David graduated Summa Cum Laude with a degree in Business Administration –  Management from  the University of Kutztown, Pennsylvania and holds the Investment Foundations Certificate from the CFA Institute. Outside of work, David enjoys long distance running and has completed the Air Force Marathon twice. He also enjoys to travel and spend time with his wife, son, and two dogs.

 

See More

Awards & Recognition

Our Recent Awards & Recognition

Inquirer "Top Workplaces"

STP was honored to have been recognized the The Philadelphia Inquirer as a Top Workplace in 2023! Companies achieve recognition based on employee surveys and feedback about the organization.

Learn More

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 More

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 (a repeat honor, too) with its inclusion in Inc.’s 2020 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 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.

 

Learn More

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.

 

Learn More

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

Connect With Our Company

Contact us today to learn more about STP Investment Services, our people, our technology, and our award-winning services and culture.

Let’s talk.

Connect With Us

Join Our Newsletter