STP Institute

Perspectives

STP Investment Services Appoints Emmy Bernard as Chief Revenue Officer

January 2024

WEST CHESTER, PA, January 17, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, today announced the appointment of Emmy Bernard as Chief Revenue Officer.  Bernard is a member of the executive committee with a focus on enabling STP to accelerate growth and focus on client success as it helps asset managers drive operational impact through their strategic outsourcing solutions.

Reporting to CEO Dan Houlihan, Bernard oversees sales, relationship management, marketing, and revenue operations.

Bernard draws from over 20 years of sales and marketing leadership experience in the financial services industry. As Partner and Global Head of Marketing at ACA Group, she oversaw lead generation and product marketing strategies for the firm. As Head of Client Development at Foreside Financial Group (merged with ACA Group in May 2022), Bernard led the firm’s commercial team across sales, marketing, and relationship management verticals. Prior to her tenure at ACA Group, Bernard spent nearly a decade in the hedge fund industry in marketing and investor relations roles at two alternative asset managers.

“Emmy has a proven history of success in direct sales, relationship management, and marketing, and we’re thrilled to welcome her to our team,” said Houlihan. “She’s an important addition to STP as we continue to invest in top talent to support our ambitious growth goals in 2024 and beyond.”

“STP already has a great reputation for exemplary service with deep industry knowledge. Now we will establish a powerful sales engine and build on top of the company’s exceptional client service and BluePrint, STP’s proprietary fintech platform,” said Bernard. “It was a natural fit for me, given the strong relationships and dynamic presence across the executive team.”

This hiring comes on the heels of several other strategic hires. David Whitaker, former President of Foreside Financial Group and Global Services Leader at ACA Group, joined STP 10 months ago as President to focus on inorganic growth. Prior to that, Dan Houlihan, industry veteran and former Executive Vice President and Head of Asset Servicing for the Americas at Northern Trust, joined STP to lead the company as CEO.

“STP is actively growing its footprint with established fund complexes, institutional managers, wealth managers, and asset owners, where a customized, tailored approach is appreciated,” said Bernard. “Our deep bench, white-glove service model, and commitment to being tech-forward make STP ripe for partnerships with firms also in a growth mode.”

About STP Investment Services

STP Investment Services is an award-winning technology-enabled services company that provides front, middle, and back-office solutions to investment managers, hedge and private equity funds, family offices, wealth managers, and asset owners.  STP’s end-to-end investment operations, Blueprint technology, and expertise provide a partnership to clients that enables them to grow revenue while optimizing processes and improving productivity. STP provides a broad range of services for the financial services industry with capabilities to process all asset classes and meet ever-evolving business requirements. With more than 250 employees around the world, STP services and provides solutions to clients representing more than $400 billion in assets serviced. Visit STP Investment Services and follow us on LinkedIn and Twitter.

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