STP Institute

Perspectives

STP Strengthens Leadership Team

November 2024

STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

WEST CHESTER, PA, November 19, 2024 — STP Investment Services (STP), a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance. These new hires bring extensive expertise to the STP team and will support the company’s growth and commitment to delivering innovative, efficient solutions to the investment management industry.

The key hires are as follows:

Operations

  • Melissa Gingrich has been appointed Chief Financial Officer and Chief Operating Officer, assuming the COO role in October 2024. An experienced executive, Melissa has a strong track record of strategic financial and operational leadership across diverse industries.

Fund Administration

  • David Goldstein has joined as Director of Fund Services. With nearly three decades in alternative investments, David’s expertise spans fund operations, business development, and relationship management.
  • Ben Jones joins STP as Vice President of Business Development – Fund Administration. Previously, Ben held a similar role at Aztec Group, where he led origination and business development for the U.S. market.

Compliance

  • Lori Weston has been appointed Head of Compliance, leading STP’s new ComplianceAdvisor With over two decades in compliance and regulatory management, Lori most recently served as Managing Director of Product at ACA Group, where she led the development and delivery of advisory products and programs for financial services firms.
  • Cynthia Kelly has joined as a Senior Compliance Consultant specializing in registered investment adviser compliance. With over 20 years of experience in compliance, ethics, and risk management, Cynthia brings a strong background in building comprehensive compliance frameworks for global financial organizations, including her most recent position as Chief Compliance Officer at BennBridge US LLC.

Investment Performance

  • Steve Leydet has joined STP as Vice President of Investment Performance. With over 13 years of experience in performance analysis, operational efficiency, and GIPS compliance, Steve has previously held leadership roles at abrdn, Longs Peak Advisory Services, and Orion.

“We are thrilled to welcome such exceptional talent to our team,” said Dan Houlihan, CEO of STP Investment Services. “Each of these leaders brings not only a wealth of expertise in their respective areas but also a shared commitment to driving operational excellence and innovative solutions for our clients. Their contributions will strengthen STP’s capabilities as we continue to evolve and scale in response to our clients’ needs in a rapidly changing industry. This is an exciting time for STP, and we look forward to the impact our new leaders will make as part of our ongoing growth journey.”

 

About STP Investment Services

STP Investment Services helps financial firms navigate today’s complex investment and regulatory landscape by offering advanced outsourcing solutions for investment operations, fund administration, and compliance. Powered by experienced, specialized professionals, contextual service, and the proprietary BluePrint platform, STP is one of the only investment services providers that integrates strategic, front-to-back services with regulatory and compliance consulting. STP allows firms to focus on growth and client service. With trusted processes, flexible solutions, and a commitment to transparent communication, STP provides financial services organizations with a holistic tech-enabled platform and comprehensive compliance solutions to reduce regulatory risk and drive growth.

 

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