âWe are excited to have someone of Jimâs background and experience join us at Black Diamond,â said Reed Colley, President and CEO of Black Diamond Performance Reporting. âWith the excellent response from the marketplace to our industry solutions in this time of unfortunate market turmoil, we are experiencing rapid growth and are actively building our staff.â
In todayâs rapidly evolving markets, financial advisors need to have timely, accurate and meaningful performance reporting information to better manage relationships and communicate more effectively with clients. No longer can advisors wait until month end to be able to communicate portfolio performance and benchmark comparisons. Todayâs volatile markets require the ability to view and report on a clientâs entire portfolio on a daily basis.
âIâm very excited to be joining a growing firm with an innovative technology platform like Black Diamond,â said Jim Alfred. âFeedback to Black Diamondâs solutions has been tremendous and Iâm looking forward to leveraging my experience and knowledge built over a career of financial services and technology roles to help meet advisor needs. When the opportunity to join a firm as well positioned as Black Diamond presented itself, it was a very easy decision to make.â
Mr. Alfred will be based in San Francisco and service independent financial advisors and wealth managers looking to increase their flexibility and enhance their technology with Black Diamondâs industry leading performance reporting and portfolio management solutions.