Jeff Lee Appointed Head of Global Services for Strategic Financial Solutions

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Strategic Financial Solutions, LLC (SFS), creator of the PerTrac Suite of Investment Management Solutions, today announced the appointment of Jeff Lee as Head of Global Services.

The Global Services Group is responsible for delivering a full range of services to SFS clients worldwide across all product lines. Global Services has been formed by merging the existing PerTrac Training and Support group with the CMS Professional Services team, who came to SFS as a result of the acquisition of Whittaker Garnier in January. It also incorporates a new Account Management team that is currently being formed.

“We’re very pleased to have someone of Jeff’s caliber to lead our Global Services organization,” remarked Gerald Mintz, SFS President and CEO. “This marks a major step in the integration of Whittaker Garnier’s CMS product into the PerTrac Suite of Investment Management Solutions, and we’re excited about the positive impact this will have on client service. Our goal of delivering consistently great service requires frequent and efficient communications amongst all of our client-facing services personnel, and having everyone on a single team under common leadership is a key component of achieving that goal. We want to ensure that new clients, whether they use PerTrac or CMS, are brought on stream as effectively as possible and that their problems are dealt with in a timely and efficient manner. At the same time, we must support our existing base of over 1,800 clients to insure that their needs are being met and that they are taking full advantage of the products they’ve purchased. Jeff’s leadership experience in the software and financial services industries will have a big impact on our ability to realize these goals. One of the first priorities is to increase staff levels to support our rapidly growing customer base and insure that team members are fully cross-trained.”

Most recently, Lee served as Director of Implementation Services at Advent Software, a one billion dollar publicly traded firm offering applications and services to investment management organizations. During his four years at Advent, Lee managed a team of 40 services personnel responsible for all client implementations in the Americas. Key clients included major asset managers, hedge funds, broker/dealers, and family offices. He successfully led the Project Management, Consulting, and Enterprise Management teams at Advent to exceed forecasted revenue for three years. Prior to Advent, Lee spent nearly two years managing consulting services at Vignette, an Internet services company, and before that almost 10 years at Accenture, where he held a number of management positions in charge of projects for many of the world's largest financial services firms. Lee graduated from Cornell University with a Bachelor of Science in Operations Research and Industrial Engineering in 1990.

The creation of the Global Services team and the appointment of Jeff Lee are the latest developments in an ongoing period of dramatic growth and change at Strategic Financial Solutions. A $63 million round of financing from Insight Venture Partners was announced last July, followed by the arrival of Gerald Mintz as the new President and CEO of SFS in September. In January, the company announced its acquisition of Whittaker Garnier, the leading provider of contact and information management software for the alternative investment industry. An expansion of technical support capabilities for SFS clients in Europe and the Middle East was recently announced with the opening of a new London support center.

Strategic Financial Solutions, LLC was founded in 1996 with the goal of creating a comprehensive suite of software solutions for investment professionals. The company’s flagship product, the PerTrac Analytical Platform, rapidly became the world’s leading asset allocation and investment analysis software. This state-of-the-art tool offers the most complete array of statistical measurements available, combined with portfolio construction, optimization, efficient frontier, peer and style analysis, retirement planning and Monte Carlo simulation capabilities. Once the analysis is complete, users can quickly create and generate an almost endless variety of reports, graphs and marketing materials which easily interface with an array of Microsoft programs, including Word, Excel and PowerPoint. Investment data is readily available in PerTrac format from a wide variety of outside sources on a wealth of investment vehicles, including hedge funds, CTAs, mutual funds and separately managed accounts. Now an industry standard, PerTrac is used by more than 1,500 clients in 45 countries, including banks, brokerage firms, consultants, plan sponsors, family offices, investment managers and funds of funds. In January 2006, SFS acquired Whittaker Garnier, the maker of CMS, the investment industry's leading contact and information management system, which is used by more than 225 alternative investment firms around the world. CMS provides its users with the ability to effectively manage investor information, including portfolio performance updates from administrators and accounting systems, to communicate with investors, and to manage the workflow, documents and communications related to their investment process. Also included in the PerTrac Suite of Investment Management Solutions is PerTrac Publishing and Design, which provides customized marketing materials for investment managers, and PerTracNet, a comprehensive web-based tool that combines PerTrac’s proven analytic capabilities with turnkey website development and hosting services. For additional information on the full suite of SFS products, please visit


Meredith Jones

Managing Director


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