July 17, 2019 | Archer, the Complete Investment Management Solution
Berwyn, PA (July 17, 2019)
Archer®, a technology-enabled services innovator for the investment management industry, today announced that Patrick Green has joined the organization’s Relationship Management team.
Patrick joins Archer from Accenture where he was Associate Director of their Asset & Wealth Management Technology practice. His extensive experience in the investment management industry includes previous positions as Chief Administrative Officer/Managing Director of Legg Mason Investment Counsel & Trust, and Senior Practice Lead for InvestTech Systems. Pat brings deep knowledge of investment management systems and operations across the front, middle and back offices. He has successfully ushered firms through designing and implementing new operating models, conducting vendor evaluations, and executing large-scale transformations.
“We are thrilled to have Pat join our relationship management team,” said Matt Caulfield, Archer’s EVP of Client Experience and Business Development. Caulfield added, “Pat has held prior roles as consultant and senior investment operations leader and now brings that firsthand experience to our clients, helping them transform their investment management practice to meet growth objectives. His extensive experience strengthens our dedicated team and reflects our commitment to enabling clients’ success through the manufacture and distribution of investment products.”
Archer’s solution provides fully integrated front- and middle-office operations services that are easy to deploy, enable connections with distribution partners, and offer greater transparency across all products and channels.
Archer provides technology-enabled services that simplify the investment management process and allow investment management firms to broaden their product offerings enter new markets and scale rapidly and efficiently. Robust, web-accessible technology frees investment professionals from the need to install or maintain software. Selective operations outsourcing services deliver infrastructure-on-demand, controlling cost and providing broad access to operational expertise. Firms are able to choose services that fit their needs, so they can focus on delivering results.
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