We're Your Office Down the Hall

Partner with our team driven by a pedigree of expertise and culture

Background and Experience Matter

Background and Experience Matter

The STP team comes from all corners of the financial services industry, from global financial institutions, to family offices, and everything in between.

With diverse backgrounds, our team holds many well-respected industry credentials and capabilities including:

  • CFA
  • CIPM
  • CPA
  • Series 7, 24
  • Project Management
  • Business Analysts

Meet Our Team

Diverse Backgrounds, Exceptional Results

Diverse Backgrounds, Exceptional Results

STP is proud of our world-class team consisting of financial systems experts, Software Architects, Scrum Masters, Rockstar Ops experts, and Quality Assurance leaders.

We’ve assembled a deep team from around the world showcasing diversity of opinions and backgrounds. Our different perspectives give us unique insight when solving challenges our clients present. Access our team’s expertise built from experience working for:

  • Institutional asset managers
  • Banks
  • Hedge funds
  • Fund managers
  • RIAs and other wealth management firms
  • Family offices
  • FinTech companies

Meet Our Team of Experts

STP's Client-Focused Conference

Our client conference brought together industry leaders for a thought-provoking two-day event, packed with practical
information and opportunities to network with other clients.

Dean Minuto excited the audience with his “Yescalate” keynote presentation about how to “Get To Yes Faster”.


A Culture of Partnership

Access Our Expertise to Meet Your Challenges

STP’s “Office Down the Hall” partnership concept offers compelling advantages to investment firms.

From our operations pros to our software architects and Quality Assurance team, we have the talent and expertise to overcome your most pressing issues.

Bring us your service or software challenge. Let’s solve it together.

How to Access Our Diverse Expertise

Connect With Our Office Down the Hall

Contact us today to schedule a call to learn more about how our team can be an extension of your in-house team.

Streamline, automate, increase efficiency.


Connect With Us

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