Mark Evans founded Confluence in 1991 with a vision to revolutionize the asset management industry through technology innovation and data management automation. Under his leadership, Confluence has grown to be recognized as a global leader delivering solutions that turn investment data into financial intelligence and are distributed to the world. In 2011, Mark received the Ernst & Young Entrepreneur of The Year^® Western Pennsylvania and West Virginia Award in the Technology category. The award recognizes outstanding entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance and personal commitment to their businesses and communities. In addition to his role with Confluence, Evans is a dedicated community leader who passionately promotes business growth, supports entrepreneurialism in connection with local universities and the vitality of the non-profit community. Evans studied Computer Science at Indiana University of Pennsylvania and the University of Pittsburgh.

As President and Chief Operating Officer of Confluence, Todd is responsible for ensuring operational excellence, optimizing revenue generation across North America and Europe and evaluating growth potential in adjacent geographic markets globally. A 20-year financial services technology industry veteran, Todd provides strategic and operational direction while focusing on global expansion and ensuring operational accountability. He leads the company’s operations functions as well as market-facing activities which include sales, account management and marketing.

Todd has an accomplished track record of helping financial services firms of all sizes adopt innovative solutions to drive revenue. Prior to joining Confluence, he was executive vice president of SunGard’s Wealth Management business, where he was responsible for the sales strategy and delivery of integrated wealth management solutions. Prior to joining SunGard, Todd was a principal of Mid Atlantic Institutional Shares (“MAIS”), where he was responsible for the firm’s flagship mutual fund trade-routing platform. MAIS was acquired by SunGard in 2002. He has also served as a senior consultant for the Economic and Financial Consulting division of Arthur Andersen LLP.

Sanjoy is responsible for the overall corporate strategy, ensuring alignment of the solutions that we bring to market to the needs of our clients and the markets that we serve. Sanjoy brings with him over 30 years of strategic leadership experience in the technology service space, most recently in the CSO role at Investment Metrics. He was previously CTO of RogersCasey Inc. for 4 years prior to founding Investment Metrics in 2010.

Sanjoy holds an MBA in Finance from Pace University, New York and a Bachelor of Engineering in Electronics degree from India.

Chris is responsible for revenue growth, strategy, and sale execution across all of Confluence’s products and services. He joined Confluence from ISS Market Intelligence, where he was Global Head of Sales and Client Engagement. Chris has over 20 years’ experience and a track record of setting strategic direction and managing integrations for large financial services firms. He will be accelerating the company’s growth given client and industry demand for better data transparency and insights. Prior to ISS, Chris was Chief Revenue Officer for BrightScope.

With over two decades of human resources leadership experience, Kirsten Garrett is an accomplished human resources executive with a proven track record of building teams, implementing scalable processes, being an agent of change and creating operational efficiencies. An integral part of the HR and business unit leadership team, she works across all levels of management to strategically align human capital with business initiatives and provide superior results.

Joining the firm in 2023, Garrett brings to Confluence proven abilities in talent management, talent acquisition, strategic planning, organizational effectiveness, DEI, compensation, M&A, and workforce analytics. She previously worked at QGenda as Chief People Officer after holding HR-leadership roles at Fiserv and Raymond James. Garrett has a B.A. from the University of Maryland and an MBA from Colorado State University.

Phillipa is responsible for client success across all of Confluence’s professional services and managed services offerings. Phillipa joined Confluence through its acquisition of Investment Metrics and has over 25 years’ experience delivering SaaS & Enterprise technology solutions to Financial Institutions. She previously worked for Style Analytics (acquired by Investment Metrics), Datastream, FactSet and several ‘start-up’ fintech firms where she managed cross functional teams spanning Sales, Global Accounts, Relationship Management and Client Success.