Robert Wilson
Client Experience

Bob has over 25 years of asset management experience implementing portfolio accounting, performance measurement, and client communications systems. 

Over the last seventeen years, his focus has been implementing client communication solutions such as Vermilion, Coric, and Seismic, enabling end-to-end automated production and delivery of client reports, pitchbooks, fact sheets, and other marketing materials. He has led efforts to build data marts that were specifically designed to provide a “gold copy” of investment data, biographies, commentary, and disclosures that are seamlessly integrated with client communication.  He is well versed in integrating Eagle PACE, Markit EDM, and proprietary databases with vendor feeds providing security reference, pricing, performance, and attribution data.