STP Investment Services

We're your office down the hall. From our dependable outsourcing solutions to innovation that promotes transparency and collaboration in everything that we do, we bring the power of our services closer to you—no matter where you are. So, while we may not actually be your ops team in the office down the hall, it sure will feel that way. Contact us today to learn how our industry experience and commitment to innovation can help you reach your next level of business growth. https://hubs.li/Q02xNkG00

Introducing our Relationship Management Team! Jeff Hooks: With over 20 years in financial services, Jeff joined STP in 2019. He brings a wealth of expertise from his work in middle office outsourcing, which includes operations, client management, and shared services. Jason Bolc: With over 15 years in financial services, Jason joined STP in 2017. He brings a unique blend of operational expertise, project management, client service, and relationship management skills, all of which allow him to play an intricate role in supporting his team and clients. Thomas Nicholson: Tom joined STP a year ago. He brings almost a decade of experience from the buy side, specializing in the wealth and family office sector. Tom focuses on our wealth and funds verticals. At STP, we firmly believe that our People, Process, and Technology set us apart. Every client at STP is provided with a Relationship Manager whose role is to serve as a trusted partner to continuously execute solutions that meet your goals. Don’t hesitate to contact Jeff, Jason, or Tom or email us at sales@stpis.com to find out more about STP’s Relationship Management model.

STP's Dan Houlihan contributed an article to the 2024 PSA Mid-Year Outlook, which serves as a resource for financial advisors, family offices, asset managers, financial analysts, and wealth managers. Read Dan's thoughts about the evolution of outsourcing and what is driving trends in the middle office. https://hubs.li/Q02w_q330

Today we recognize all remarkable mothers and mother figures whose love, support and dedication shapes the future and betters our world. To our STP moms, your resilience and excellence inspire us daily. Thank you for all you do. Happy Mother's Day! 🌷💐

The landscape of private fund investing underwent a significant shift in August 2023, when the Securities and Exchange Commission (SEC) adopted a series of reforms targeting private fund advisers. These new regulations aim to strengthen the industry with enhanced transparency, investor protections, and governance standards. They also introduce additional compliance burdens for private funds. https://hubs.li/Q02wN_Xy0

Thank you to everyone who joined us yesterday at our inaugural Connections and Cocktails in Dallas! 🥂 It was incredible to see industry professionals come together for an evening of networking and meaningful connections. Stay tuned for more opportunities to connect and grow together! #STPInvestmentServices #Networking #FinancialServices

In a recent news story by Financial Technologies Forum (FTF), our expert Kaisha Lourens Schnoll, shed light on the trend of low broker participation in the CTM auto-affirmation process - a contributor to the low T+1 self-affirmation rates. Read the story: https://hubs.li/Q02wwMzN0

As we approach the T+1 settlement cycle shift on May 28, 2024, we recognize the importance of a smooth transition. Thinking of this, STP crafted a detailed T+1 Checklist to support your firm. This resource is designed to guide you through the key steps of transitioning to ensure a smooth adjustment to the new regulatory environment. Take the first step toward T+1 readiness and equip your firm with the tools for success: T+1 Checklist https://hubs.li/Q02w1_MB0

❗ Last chance to register ❗ Don't miss your last chance to register for our inaugural networking event of the year in Dallas next week, on May 8th! Indulge in delightful food, beverages, and engaging conversations, all courtesy of our team! 🍹 📅 Wednesday, May 8 2024 ⏰ 5-7pm CST 📍 Del Frisco's - 2323 Olive St, Dallas, TX 75201 Register now: https://hubs.li/Q02vGMNs0

We’re #hiring a new Projects & Implementation Manager in West Chester, Pennsylvania. Apply today or share this post with your network.