Our Experts
-
Kevin Rafferty
- president
- SunGard’s wealth management business
- kevin.rafferty@sungard.com
Kevin T. Rafferty is president of SunGard’s wealth management business, overseeing the delivery of integrated wealth management solutions—including AddVantage, Charlotte, Global Plus, Omni, Relius, SGN and WealthStation—designed to help financial institutions acquire, service, manage and grow client relationships. He has held this role since 2007.
Mr. Rafferty joined SunGard in 1992 as a sales executive for SunGard Investment Systems. Between 1992 and 2000, he held a number of positions within SunGard Investment Systems, including senior vice president of sales, before joining the SunGard Global Network (SGN) in 2001. From 2001 to 2007, Mr. Rafferty served as president of SGN, and in 2004, he was also appointed CEO of SunGard Institutional Brokerage, Inc. and took on management oversight for a number of SunGard’s brokerage-based business lines.
Commentary
As more people reach retirement age around the globe than at any other period in history, the need for wealth management and benefit administration services, along with the associated technology to efficiently deliver these services, is growing rapidly. The ability to establish investor trust, and profitably manage those clients while meeting their demands for increased service levels and transparency, will define successful wealth management firms of the future.