Tax-Loss Tactics with SS&C ALPS Advisors

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.

In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.

Alex Hagmeyer, CFA, leads Black Diamond Investment Management Services, overseeing asset allocation models, proposal generation, managed account operations, and tax-aware portfolio strategies. With over a decade of experience in quantitative investing, Alex previously served as Vice President of Quantitative Research at Franklin Templeton and as a Senior Quantitative Analyst at Quantitative Services Group (now S&P Global). He holds a B.A. in Microbiology from Miami University and is a CFA charterholder.