Former Schwab Advisor Services executive, David Welling, brings RIA industry expertise and a strong growth and innovation track record to fast-growing performance reporting and portfolio management technology firm as Chief Solutions Officer

Black Diamond Performance Reporting announced today that RIA industry veteran, David Welling, has joined the firm as Chief Solutions Officer. Mr. Welling, recently a Vice President at Schwab Advisor Services, will oversee sales, marketing, product management and client solutions and will be a member of the Black Diamond Senior Management Team.
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Key milestone showcases Black Diamond’s fast growth and rapid adoption by independent RIAs

Black Diamond Performance Reporting announced today that it now reports daily on over 100,000 custodial accounts of independent Registered Investment Advisors (RIA), making it the leading outsourced performance reporting provider to the independent RIA marketplace*.

Reached in only its fourth year of providing comprehensive performance reporting and portfolio management solutions to independent advisors, this milestone reflects the wide acceptance of Black Diamond’s outsourced, online solutions.
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