Meet the Experts


As a leading provider of performance reporting solutions, the Albridge team offers the industry’s deepest experience in developing performance reporting technology and understanding of industry standards.

Paul CamutoVice President, Product Manager
Expert In:  Performance Reporting 
Latest Article:

Rethinking Advisory Productivity Through a Client's Eyes
What does productivity mean to your clients? What level of detail, overview or explanation do they need to maximize their hour of quality time with you? To know what they want, you have to ask.

Robert CostantinoVice President, Senior Business Architect
Expert In:  Performance Reporting
Trevor DaviesVice President, Senior Business Architect
Expert In:  Performance Reporting
Latest Article:

Cash-Flow Adjusted Benchmarks for Client Performance Reporting
Benchmarks typically benefit investors by showing the return a portfolio would have achieved as compared to another portfolio. Used improperly, however, benchmarks could suggest the portfolio manager is far worse or better than he or she actually is.

Latest Article:

Discussing Risk With Investors: A Fresh Look
Understanding risk can be much easier for clients if you take them beyond the numbers.

Latest Article:

The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting
When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance Standards (GIPS) are often viewed as an industry best practice. As a result, GIPS are often applied to all business models. However, money-weighting may actually be the more appropriate way to accurately measure performance.

Gregg KleinDirector of Product Management
Expert In:  Performance Reporting, Enterprise Data Management, Business Intelligence, Compliance ManagementOperations Management and Interoperability
Latest Article:

Personalized Portfolio Reporting Leads to Wealth Management Success
With investors demanding more detailed and individualized portfolio information, Albridge has pioneered personalized rate-of-return reporting making it efficient, accurate and cost-effective.

Marissa MadiaraAssistant Vice President, Product Manager
Expert In:  Performance Reporting
Latest Article:

Using Technology to Expand Your Practice
Advisors are looking for technology to differentiate themselves. They also want to make their practices, and their lives, more efficient. Albridge Wealth Reporting™ (AWR - a Web-based solution) consolidates client account data from hundreds of diverse sources, giving an advisor the ability to access important client information instantly—from anywhere, at anytime.

Tom SullivanDirector of Relationship Management, Product Management and Sales
Expert In:  Enterprise Data ManagementPerformance Reporting and Interoperability
Latest Article:

Real-time Portfolio Performance and Risk Reports for All Investors
To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to clients by providing a personalized rate of return. Let Albridge show you how.