Our own Alexander Buskirk was recognized by his alma mater, Western Michigan University, in its 2020 version of “The 30”! A hearty kudos to Alex for exemplifying traits worthy of acclaim!
WMU publishes “The 30” to recognize emerging business leaders whose passion and intellectual curiosity contributes to advancing perspectives in their respective industries.
Congratulations, Alex!
(STP) announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients.
STP CEO Patrick Murray outlines the technology challenges facing Family Offices in this article in Advisor Perspectives
STP’s Shannon Merrill was named our Core Values champion at our company offsite meeting in January 2020. Kudos and well deserved, Shannon!
Our Head of Systems Saneesh Surendran shares 5 steps to ensure your systems are operating on the best and cleanest data set possible in this article for Advisor Perspectives
Contact us today to schedule an introductory call to learn how STP can give you back control over your front, middle, and back office.
And with greater efficiency.