Stephanie DiMarco
Encyclopedia
Stephanie DiMarco is the Founder, CEO and President of Advent Software
, a public company with a market cap of more than $1 billion that offers integrated software solutions for automating and integrating data and work flows across investment management organizations.
DiMarco received a BS
from the Haas School of Business
at the University of California, Berkeley
.
Prior to founding Advent Software
, DiMarco worked in the investment industry as a financial analyst and portfolio manager at Bank of America
, Summit Investments, and Cole Financial Group.
She is a member of the Advisory Board of the College of Engineering at UC Berkeley, a former Trustee of the University of California, Berkeley
Foundation Board and has served as an Advisory Board Member at the Haas School of Business
.
Advent Software
Advent Software is a software company that makes software designed to automate portfolio accounting for investment management firms, ranging from family offices and investment advisors to large institutional investors and hedge funds. The company has customers in 60 countries that manage some $14...
, a public company with a market cap of more than $1 billion that offers integrated software solutions for automating and integrating data and work flows across investment management organizations.
DiMarco received a BS
Bachelor of Science
A Bachelor of Science is an undergraduate academic degree awarded for completed courses that generally last three to five years .-Australia:In Australia, the BSc is a 3 year degree, offered from 1st year on...
from the Haas School of Business
Haas School of Business
The Walter A. Haas School of Business, also known as the Haas School of Business or simply Haas, is one of 14 schools and colleges at the University of California, Berkeley....
at the University of California, Berkeley
University of California, Berkeley
The University of California, Berkeley , is a teaching and research university established in 1868 and located in Berkeley, California, USA...
.
Prior to founding Advent Software
Advent Software
Advent Software is a software company that makes software designed to automate portfolio accounting for investment management firms, ranging from family offices and investment advisors to large institutional investors and hedge funds. The company has customers in 60 countries that manage some $14...
, DiMarco worked in the investment industry as a financial analyst and portfolio manager at Bank of America
Bank of America
Bank of America Corporation, an American multinational banking and financial services corporation, is the second largest bank holding company in the United States by assets, and the fourth largest bank in the U.S. by market capitalization. The bank is headquartered in Charlotte, North Carolina...
, Summit Investments, and Cole Financial Group.
She is a member of the Advisory Board of the College of Engineering at UC Berkeley, a former Trustee of the University of California, Berkeley
University of California, Berkeley
The University of California, Berkeley , is a teaching and research university established in 1868 and located in Berkeley, California, USA...
Foundation Board and has served as an Advisory Board Member at the Haas School of Business
Haas School of Business
The Walter A. Haas School of Business, also known as the Haas School of Business or simply Haas, is one of 14 schools and colleges at the University of California, Berkeley....
.
Accolades
- 1999: Named as one of the Top 10 Financial Technology Innovators of the Decade by Wall StreetWall StreetWall Street refers to the financial district of New York City, named after and centered on the eight-block-long street running from Broadway to South Street on the East River in Lower Manhattan. Over time, the term has become a metonym for the financial markets of the United States as a whole, or...
& Technology Magazine - 2000: Business Leader of the Year, by the Haas School of BusinessHaas School of BusinessThe Walter A. Haas School of Business, also known as the Haas School of Business or simply Haas, is one of 14 schools and colleges at the University of California, Berkeley....
- 2003: Financial Woman of the Year, by The Financial Women’s Association (FWA) of San Francisco.
- 2008: Named as one of "San Francisco Bay Area's Most Influential Women in Business" by the San Francisco Business Times