Black Diamond Strengthens Leadership Team with New VP of Sales

30 January 2009

Black Diamond Performance Reporting announced today that 20 year industry veteran, James D. Alfred has joined the firm as Vice President of Sales. Mr. Alfred, recently a senior manager at Advent Software of San Francisco, will oversee client relationships and business development for the Western part of the US.

“We are excited to have someone of Jim’s background and experience join us at Black Diamond,” said Reed Colley, President and CEO of Black Diamond Performance Reporting. “With 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.”

In today’s 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. Today’s volatile markets require the ability to view and report on a client’s entire portfolio on a daily basis.

“I’m very excited to be joining a growing firm with an innovative technology platform like Black Diamond,” said Jim Alfred. “Feedback to Black Diamond’s solutions has been tremendous and I’m 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.”

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 Diamond’s industry leading performance reporting and portfolio management solutions.

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