GreenHill Investment Reporting

GreenHill Investment Reporting is excited to sponsor the upcoming T3 Technology Tools for Today conference! We’re proud to join our partner Invent in the “Invent Village” alongside other top industry innovators. Don’t miss the chance to connect with Bill McFadden and Jack Curran at our kiosk to explore how GreenHill’s reporting solutions can streamline your wealth management processes. ? Looking forward to insightful discussion at the event. ? #T32025 #WealthManagement #FinTech #GreenHill #GreenHillInvestmentReporting

?? Want to know what the Who's Who of Wealth Management think are the biggest trends for 2025? Curious about the future of wealth management? Our latest episode of "In The Money" dives deep into how AI and tech innovations are redefining the industry landscape. ?? Here are the top takeaways: ?? AI Copilots in Wealth Tech - How AI copilots could revolutionize advisory workflows, speeding up information retrieval and enhancing productivity. ?? Mergers & Industry Consolidation - The ongoing trend of M&A, predicting larger, more tech-attuned firms driven by private equity investment. ?? Personalized Client Solutions - How we envision advisory firms crafting unique client experiences through custom-built applications, marking a shift towards personalization. A huge thank you to all our expert guests John O'Connell, MBA, Kartik Srinivasan, Oleg Tishkevich, Kate Healy, Andree Mohr, Bill McFadden, Brian Hamburger, Joel Bruckenstein, Robb Baldwin, Anthony M. Stich, and Amy DeTolla for sharing your valuable insights! ??? Ready to dive in? Listen now and gain the insights you need to feel empowered about your financial future. https://lnkd.in/gsrHVv69 Flyer Financial Technologies #InTheMoney #2025Expectations #FinancialAdvisory

Maturity ladders offer a reliable strategy for diversifying portfolios, ensuring steady cash flow, and mitigating interest rate risk. But large portfolios often have complex reinvestment strategies requiring robust reporting to assess yields, risk, and timing. ? GreenHill simplifies this complexity with intuitive reporting that helps you make informed reinvestment decisions, visualize maturing assets, and protect portfolios against volatile rate changes. Read more in our latest blog by clicking below. ? Interested in maturity ladder reporting solutions? Contact us and let’s discuss your unique needs. ? #FixedIncome #InvestmentManagement #InvestmentReporting #FinancialPlanning #MaturityLadders #InterestRates #PortfolioManagement #GHill.com #GreenHill #GreenHillInvestmentReporting

Exciting news from GreenHill Investment Reporting, we’re proud to announce that Philip Young has officially earned the prestigious Certificate in Investment Performance Measurement (CIPM) designation and has now joined the ranks of the CFA Institute community. As a company dedicated to delivering top-tier performance reporting, this achievement is a significant milestone. The CIPM designation represents the gold standard in investment performance analysis, and Phil’s commitment to professional excellence reinforces our dedication to serving clients with industry-leading expertise. Joining the CFA Institute underscores Phil’s alignment with global best practices and ethical standards in investment management. It’s an accomplishment that elevates not just his expertise, but the capabilities of our entire team at GreenHill. While we’ve always taken pride in the quality of our reporting, this accomplishment further solidifies our ability to provide unparalleled insights and solutions for our clients. Congratulations on this outstanding achievement—it’s a win for you and for all of us! Congratulations, Philip Young on this remarkable achievement! #CIPM #CFAInstitute #PerformanceReporting #CommitmentToExcellence #InvestmentManagement #GreenHill

I had the privilege of sitting in on an incredible 3-hour presentation by Mitch Harrison, an award-winning speaker with Vistage Worldwide, Inc. and founder of Refill Coaching and Consulting. Mitch's insights into avoiding burnout and creating healthy rhythms were not only inspirational but also deeply practical for leaders striving to be their best selves. Drawing from his 38 years of leadership experience and his own journey through burnout and recovery, Mitch has a unique ability to connect, inspire, and equip leaders to thrive. Whether you're an executive, entrepreneur, or part of a team, his message is a game-changer for cultivating a healthy and impactful culture. Thank you, Mitch, for sharing your wisdom and passion! If you're looking to recharge your leadership or empower your organization, I highly recommend checking out what Mitch has to offer at www.refillcoaching.com. #LeadershipDevelopment #BurnoutPrevention #HealthyRhythms #InspirationalLeadership #ExecutiveCoaching #RefillYourself #Vistage #PersonalGrowth #ProfessionalDevelopment Jodie Zerega Dr. R.A."Art" McNeil Bill Hollowsky

GreenHill at the 2024 MarketCounsel Summit We were thrilled to be a sponsor at this year’s MarketCounsel Consulting Summit, an incredible gathering of innovators, thought leaders, and visionaries in the financial services industry. The energy, insights, and connections made during the event were inspiring! A special thank you to Brian Hamburger, Ryan Marcus, and the entire MarketCounsel team, for organizing such a well-executed and impactful summit. Your leadership and dedication to fostering meaningful conversations and innovation in our industry are commendable. GreenHill looks forward to continuing the conversations sparked at the summit and supporting the growth and success of the financial services community. #Ghill #GreenHillInvestmentReporting #InvestmentReporting #FinancialInnovation #ThoughtLeadership #FinancialServices #Networking #InnovationInFinance #MSUM24

Stuck with investment performance questions like mismatched benchmarks or unclear returns? In our latest blog, we explore how GreenHill delivers fast, accurate solutions—without the wait. Our expert Client Services team provides clear, actionable answers within hours, so you can make confident decisions quickly. Don’t waste time or risk costly mistakes. Discover how GreenHill turns challenges into opportunities. #GreenHill #GreenHillInvestmentReporting #PerformanceReporting #ExpertSolutions #InvestmentPerformance

We are pleased to recognize Nabil (Neil) Saah, GreenHill’s Vice President of Software Development, for devoting over 27 years of technical expertise to develop, launch, and continually enhance GreenHill’s innovative investment reporting solution, ReportQuest. Neil is the chief architect of ReportQuest from the outset and is responsible for its intuitive design and alignment with customer needs. He is responsible for evaluating all new technologies, updating and improving our platform’s user interface, and developing a financial engine that ensures speed, ease of use, and accuracy in calculating returns. He also manages the platform’s evolving features set and oversees regular security evaluations, penetration testing, and cybersecurity. Critically, each new feature is developed in partnership with GreenHill clients, ensuring all new software initiatives are tailored to help them succeed! Neil’s approach to thoughtful software development is foundational to GreenHill’s success. He explains, “Early in my career, I was a software engineer at FINRA. Their mandate to protect all U.S. investors and ensure market participants can trade with confidence has stayed with me and has become infused into the software roadmap we maintain here at GreenHill.” As a consequence, Neil ensures that each new software feature GreenHill introduces is developed with the utmost care to ensure client data is accurate, comprehensive, and secure. Today, Neil is currently leading new initiatives to expand GreenHill’s daily reporting options and increase financial data reporting granularity. These new customer-driven features will help GreenHill’s users analyze portfolio performance today, last week, and even last year – enabling better portfolio management and reporting. #GreenHill #GreenHillInvestmentReporting #PerformanceReporting #InvestmentReporting #TechLeadership

Exciting News from GreenHill! ? We’re thrilled to announce the debut of our latest innovation, ProfitQuest, at the recent Association of Trust Organizations Annual Meeting! Created through an incredible collaboration with Drexel University College of Computing & Informatics, ProfitQuest is a unique mobile game designed to bring engagement, fun, and a touch of competition to the financial services industry. ? A huge thank you to ATO and Bryant Jones, for their enthusiastic support and approval to debut ProfitQuest. The response was fantastic! ? We also want to recognize our amazing sponsors — Cannon Financial Institute, FIS, and OG Trust Services, LLC — whose generosity made it possible to reward our top three players. Congratulations to our winners, Kenny Brown Jr., Chris Holtzclaw, JD, and Luke McCabe, who each received a gift card from our sponsors. Additionally, Walt Lotspeich, CMM, OG Trust Services, matched the first place prize with a generous donation to the Trust Education Foundation, amplifying the positive impact of this initiative even further.?? ? Here’s to more innovation, partnerships, and fun in the world of financial services! #ProfitQuest #GreenHill #GreenHillInvestmentReporting #ATO #ATOMeeting #DrexelUniversity #StudentInnovation #TrustEducation #FinancialEducation #Partnerships #ProudSponsor #IndustryLeaders #TechInFinance #InnovationInFinance #Gamification

GreenHill and Drexel University: Fostering Innovation Together! ? We are thrilled to recognize our ongoing partnership with Drexel University College of Computing & Informatics (CCI)! Over the past year, we’ve had the privilege of working alongside Drexel’s talented students as they brought fresh perspectives and creativity to GreenHill’s products. Through their capstone Senior Project, they created ProfitQuest, an innovative mobile game designed to foster engagement and competition. This hands-on collaboration provides students with real-world experience, involving every phase of development - from planning and design to implementation and evaluation. We’d like to extend a special thank you to Syam Shukla and Logan Corkwell, as well as their professor and advisor, Jeff Salvage, for their hard work and dedication last year. Their efforts have paved the way for this ongoing project. We’re also excited to welcome this semester’s team - Jenna Nguyen, Joe Halcisak, Luke Rice, Steven Diep, Jonathan Ebby, Shynice Youmans and Benjamin Lehman - as they continue to build on the foundation laid by their predecessors. We look forward to a fantastic six months of collaboration and innovation! Here’s to the bright future of financial services technology, driven by partnerships like these! #GreenHillInvestmentReporting #DrexelCCI #ProfitQuest #Innovation #FinancialTech #UniversityPartnerships #FutureLeaders