The New Reality of RIA Growth

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 Frantz drives new business for SS&C Black Diamond Wealth Solutions’ core sales team, matching advisors with solutions that accelerate growth and efficiency. He also leads our channel management team, working closely with our partners to drive growth and overall strategy.

Prior to joining Black Diamond in 2018, Alex held key roles at multiple fintech firms and managed his own consulting practice, where he guided advisory firms through technology transformations. His direct experience and strategic insight make him a trusted advisor across the industry.

Lisa Crafford has built a diverse career working across a wide range of organizations, from family-owned businesses and retail franchises to nonprofit organizations and Fortune 500 companies in both Australia and the United States. Having lived on three continents and traveled to more than 30 countries, she brings a global perspective and a deep appreciation for diverse business environments and cultures.

Her experience spans business and practice management consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer experience. Lisa is passionate about helping organizations navigate growth, build strong teams, and create meaningful connections with their clients and communities.