Press Releases: Advisor Software Adds Chief Research Scientist to Leadership Team

WALNUT CREEK, CALIF.—January 18, 2017—Advisor Software, Inc.(ASI), a leader in wealth management cloud solutions, has appointed Dr. Mark Ferrari, CFA, as Chief Research Scientist. In his new role, Dr. Ferrari will be responsible for driving the development of leading-edge finance and risk analytics used across Advisor Software’s technology solutions, including its comprehensive suite of APIs. (

“I am thrilled to have Mark join ASI,” said Dr. Andrew Rudd, Chairman and CEO of Advisor Software. “He brings deep experience developing core analytics and investment strategies for some of the leading financial institutions in the world.  Mark has the right skillset and leadership acumen to provide comprehensive cloud-based analytics to our client base in a time of digital transformation.”  


Prior to joining Advisor Software, Dr. Ferrari worked for some of the world’s largest asset managers, including Barclays Global Investors (now BlackRock) and AXA Rosenberg, creating new investment strategies and analytics.  He is a graduate of Yale University and holds a Ph. D. in Physics from the University of California, Berkeley. In addition, he is a Chartered Financial Analyst. Prior to his career in finance, Dr. Ferrari was a physicist at AT&T Bell Laboratories.


“The team at Advisor Software is passionate about developing high value wealth management strategies and analytics,” said Dr. Mark Ferrari. “I look forward to advancing the success of the firm and the clients they serve.”

About Advisor Software, Inc.

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.

For more information, please visit our website ( and follow us on LinkedIn ( and Twitter @AdvisorSoftware (