Black Mountain is a software company that develops innovative, tailored solutions for data aggregation, process management, and business reporting. Global investment firms use Black Mountain’s solutions to add operating efficiency and reduce risk by eliminating the boundaries between systems, information, and people, allowing employees to focus on high-value activities that drive investment performance.
CEO of Allvue
Rey is the Chief Executive Officer of Allvue. He co-founded AltaReturn in 2008 and led AltaReturn’s global client service organization. Rey has 26 years’ professional experience, 17 of which are within the Alternative Investments industry. Prior to founding AltaReturn, Rey worked for SunGard’s Investran business unit where he led the growth of the implementation consulting team from 8 to over 40 professionals. Prior to SunGard, Rey was with KPMG Peat Marwick where he spent time in both the Audit and Consulting practices. He holds multiple degrees from Florida International in Finance and Accounting.
COO of Allvue & President of Black Mountain
Kevin is the Chief Operating Officer of Allvue and President of Black Mountain. He co-founded Black Mountain in 2007 and served as co-CEO of the firm. Prior to that, Kevin was the CTO and co-founder of FCS, the developer of the Wall Street Office platform. Under his leadership, Wall Street Office evolved to become the industry standard for loan portfolio management and accounting. Kevin leveraged that experience to help create Black Mountain from the ground up, focusing on extendable and scalable technology. Kevin earned his B.S. in Electrical Engineering from the University of California, San Diego and has 26 years of experience in the syndicated loan market.
CRO of Allvue
Ryan serves as Allvue’s Chief Revenue Officer where he oversees all go-to-market and client facing activities. Ryan has over 30 years of experience in running software businesses and sales leadership. Prior to Allvue, Ryan spent 7.5 years in London at Finastra and Misys where he most recently was EVP of International, responsible for all go-to-market teams and client facing activities for Europe, Middle East and Asia Pacific territories, which represented $1B in revenues and over 3,000 clients. Additionally, Ryan was the Misys Global Head of Sales prior to the merger of Misys and D+H. Ryan also held several leadership roles in Europe and US for SunGard and GLTrade. Ryan holds a Bachelor of Science degree from Cornell University and post-graduation, served as a Captain in the US Army Reserves for 11 years.
CTO of AltaReturn
Custodio co-founded AltaReturn in 2008 and leads its technology and product development teams. Custodio has 25 years of professional experience, including 21 years focused on the Alternative space. Prior to founding AltaReturn, Custodio was the CTO for Sungard’s Investran Business Unit while also the CTO of Sungard’s VPM Business Unit. Custodio has a degree as a Mechatronic Engineer, Polytechnic School, University of Sao Paulo, Brazil.
CIO of Allvue & CTO of Black Mountain
Brandon brings over 15 years of enterprise application development to his role as Chief Information Officer of Allvue and Chief Technology Officer of Black Mountain. He was the original employee when Black Mountain was founded in 2007 and has architected the Everest solution since inception. Brandon started and ran the Professional Services group, and oversees all product development and internal engineering for the firm. His prior experience includes architecting a loan origination system and developing an automated underwriting engine for Accredited Home Lenders, a leading sub-prime mortgage lender at the time. He has a bachelor’s degree in Computer Science from the University of California, Santa Barbara.
CFO of Allvue
Mike oversees all financial reporting for the firm and closely works with the senior management team to ensure the company is meeting its financial, operational and strategic objectives. He most recently worked as an investment banker in Macquarie Capital’s Financial Institutions Group, specializing in the financial technology sector. He started his career as an auditor at PricewaterhouseCoopers working on banking and capital markets clients focusing on internal controls, third party assurance reports, as well as public and private company financial audits. Mike earned his Master of Business Administration from New York University’s Stern School of Business. He completed his undergraduate studies at Villanova University where he earned a Bachelor of Science in Accountancy and a Bachelor of Business Administration.
Helping Clients Solve their Business Challenges
As an SMA manager managing over 2000 individual accounts, Wasmer, Schroeder & Company sought technology to enhance processes between their front and middle office teams while decreasing administrative overhead.
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Barings, with investments under multiple strategies, 100 asset types, and different currencies managed on multiple back-office administration systems, wanted to improve firm-wide position reporting for risk management.
NewStar needed a solution that provided the ability to easily search information on past deals and companies within designated parameters, and to isolate companies within any segment of the deal process.
In addition to the Data Warehouse and Performance Attribution solutions, this client was looking to implement an enterprise-class front office system that consolidates all data for the investment process and streamlines reporting.
Leading Direct Lender
This middle market lender sought a Direct Lending solution that would capture pricing grid changes, closing stat sheets, deal bank group and syndicate tracking processes as well as model complex credit analyses with validations, auditing and approvals.
Global Investment Manager
A Global Investment Manager, focused on multiple asset classes needed a system that provides a consolidated view of their holdings across multiple back office systems, allowing portfolio managers to analyze and report whatever investment data they need.
At Black Mountain, we’ve implemented our own solution to manage our company’s internal operational processes, including sales pipeline management, human resources, project management, invoicing, time-tracking, etc.