Michelle Odom
Michelle Odom is the founder of Ellevate and provides growth-minded RIA firms with technology consulting and platform optimization services. As the former Director of Solutions Consulting at SS&C Advent and a Senior Executive on the Black Diamond Wealth Platform, she has spent the last 15 years evolving her impact on the wealth management space by designing industry-leading technology solutions for the country's most successful advisory firms. Michelle was also instrumental in building Black Diamond's Alternatives Strategy, connecting the platform with the largest fund administrator (SS&C) to address RIAs' growing alternative investments exposure and aggregation challenges. Michelle holds a bachelor's degree in Finance from the University of Central Florida and is a member of The Women's Board of Wolfson Children's Hospital. She lives in Ponte Vedra Beach with her husband and two daughters.
Windy Adams
Windy Adams brings nearly 20 years of experience in SaaS operations, helping companies grow from early-stage startups to organizations exceeding $100M in revenue. She is passionate about building high-performing teams and the operational structure needed to scale effectively. She spent more than nine years at Black Diamond Wealth Platform across platform workflows, performance reporting, and client service operations, developing a deep, hands-on understanding of the systems, data, and processes that underpin RIA operations. She has also held senior operational leadership roles over eight years at Mosai (formerly Forcura). Her work focuses on improving utilization, strengthening processes, and designing systems that support both growth and consistency.
Josh Davison, CIMA®
Josh Davison is a seasoned financial services professional with over 20 years of experience spanning investment management, technology, and advisory practice growth. As an expert in wealth technology solutions and portfolio architecture, Josh has helped numerous RIAs and independent advisors optimize their tech stacks, streamline operations, and enhance the full client lifecycle experience. Prior to his current consulting roles, Josh held key positions at firms such as Focus Financial Partners and HJ Sims, where he led investment strategy initiatives and oversaw multi-billion-dollar portfolios. He also brings experience from leadership roles at The Lubitz Financial Group, Charles Schwab, and Morgan Stanley.
Jessica Young
With over 25 years of experience in operations management and strategic leadership, Jessica Young serves as the Director of Operations at Ellevate, optimizing processes, driving operational efficiency, and supporting the overall strategic goals of the organization. Before joining Ellevate, Jessica was a key player in the growth of a start-up boutique data warehousing and business intelligence consulting firm, including directorships in Operations, Sales, and Client Services that led to the successful private sale of the company in 2019. She spent the first 13 years of her career in finance with Banc of America Securities, SunTrust Investment Services, and Hartford Mutual Funds. She holds a bachelor's degree in political science from the University of Florida.
Julie Grehl
Julie Grehl is the Director of Data Engineering at Ellevate and assists RIA firms with their large data projects. She is a seasoned professional with over 20 years of experience in the financial technology industry. Her journey began with a hedge fund administrator, where she honed her skills in data management and reconciliation. Transitioning to Black Diamond, she excelled in client service, implementation, and operations roles, showcasing her expertise in handling large-scale projects. Throughout her career, Julie specialized in managing teams focused on daily reconciliation, historical data, cost basis analysis, and market data management.
Holmer Moran
Holmer Moran brings over 20 years of experience in data integrity and systems integration to his role as Senior Data Engineer. As former Director of Portfolio and Research Systems at Oxbow Advisor and Manager of Advent Operations at Salient Partners during his time in Texas, he helped several advisory firms transition into the latest portfolio accounting and trading systems available. Holmer holds a bachelor's degree in mathematics from the University of South Florida and a master's degree in economics from Florida Atlantic University.
Alexandra Romanello
Alexandra Romanello has over 5 years of consulting experience in financial technology. With a strong foundation in business administration, Alexandra has a history of delivering impactful solutions for clients across various sectors. Known for a hands-on, client-focused approach, she has a proven track record in analyzing complex challenges, identifying opportunities, and implementing actionable strategies that achieve measurable outcomes. Alexandra's academic journey began with a bachelor's degree in business administration and culminated in an MBA from Florida State University.
Kayla Gandert
Kayla Gandert brings a wealth of experience in banking, custodial services, and financial reporting to her role as a FinTech consultant. With a background in one of the big four custodians and top financial reporting platforms, Kayla possesses a deep understanding of the financial industry's intricacies. Her expertise lies in leveraging technology to streamline processes and drive efficiency. Based in Jacksonville, Kayla is dedicated to providing innovative solutions tailored to each client's unique needs.
Keith Srock
Keith Srock is a Senior Platform Consultant at Ellevate, helping RIA firms maximize technology adoption, streamline onboarding, and unlock long-term business value. He has spent more than 15 years in the fintech and SaaS industries building trusted client relationships, managing portfolios, and delivering measurable results for some of the nation's most successful advisory firms. He holds a Master of Business Administration from the University of Florida and a Bachelor of Science from the University of North Florida. An avid cyclist and motorcycle enthusiast, he serves as a certified Motorcycle Safety Foundation instructor.
Bankston Fiedler
Bankston Fiedler is a Senior Platform Consultant with specialized expertise in Black Diamond, helping firms streamline operations and operate more efficiently. With deep experience across implementations, mergers and acquisitions, and ongoing platform support, he serves as a true extension of client operations teams, bringing a hands-on, client-first approach to every engagement. He earned a bachelor's degree in finance from the University of Georgia, laying the foundation for a career at the intersection of financial technology and consulting.
Noah Geyer
Noah Geyer is a finance and technology professional with a strong focus on alternative investments and investment data platforms. He specializes in operating complex investment products across a range of reporting platforms and technologies, and supporting the conversion of large RIAs onto new platforms, bringing experience in large-scale data migrations, operational transitions, and process optimization. Noah earned his Bachelor of Business Administration in Economics from James Madison University.
Dorothy Hammond
Dorothy Hammond is a Platform Consultant at Ellevate, where she partners with firms to optimize Black Diamond and CRM platforms, streamline workflows, and improve day-to-day operations. She has a strong ability to translate complex business needs into practical, scalable platform solutions that support long-term growth. With eight years of experience across platform support, process improvement, onboarding, and education, Dorothy is known for her thoughtful, relationship-driven approach. A proud Jacksonville native, she earned her bachelor's degree from the University of North Florida.
Alexander Nahmias
Alexander Nahmias brings four years of implementation experience in financial technology, along with an additional three years in broader software implementation. He is focused on supporting clients through every stage of the process, with an emphasis on clear communication, practical guidance, and dependable execution. Alexander earned his bachelor's degree in Business Administration from Flagler College in St. Augustine, Florida.
Aaron Campbell
Aaron Campbell is a Platform Consultant at Ellevate, where he partners with firms to initiate and optimize Black Diamond Wealth Solutions. Aaron is especially experienced at leveraging client reporting and data analysis to establish the most sensible and scalable approach for firms of all shapes and sizes. With more than 7 years of industry experience, Aaron is known for his in-depth research, results, and productivity. Originally from Minneapolis, he earned his bachelor's degree from the University of Minnesota–Twin Cities before relocating to Jacksonville in 2013.
Alix Opsahl
Alix Opsahl is an experienced Operations Analyst at Ellevate, where she leverages her deep passion for data and attention to detail to support the company's initiatives. With over 15 years of expertise in tech consulting, Alix has become a recognized expert in complex data conversions, particularly in financial services. Her career includes significant roles at Merrill Lynch (Bank of America) and Black Diamond. As the former Team Lead of Data Conversion, Alix has guided numerous RIA firms through intricate data migration processes. She is a proud graduate of Florida State University and resides in Atlantic Beach.
Emanuel Robinson
Emanuel Robinson joins Ellevate as a Private Investment Analyst, bringing hands-on experience in private markets investment reporting, alternative investment data, reconciliation, and client reporting. He is detail-oriented by nature and has worked closely with private equity, hedge fund, and real estate investment documents. Prior to joining Ellevate, Emanuel supported private markets investment reporting at Mirador, now part of iCapital. At Ellevate, he focuses on alternative investment data reconciliation, historical alts rebuilds, and ongoing position maintenance, with a keen interest in using AI automation to improve accuracy and efficiency.
Abigail Eames
Abigail Eames is an experienced professional with a diverse background in financial services and technology. With a passion for problem-solving and strategic growth, Abbey delivers actionable solutions while maintaining a client-focused mindset. Holding a bachelor's degree in finance from the University of Central Florida, she has built a strong foundation in customer service, financial services, and team facilitation, contributing to the success of every team with a can-do attitude and a solution-oriented approach.
Josh Scharnberg
Josh Scharnberg is a Platform Specialist at Ellevate with extensive experience in Addepar, Black Diamond, Orion, and Tamarac financial reporting platforms. Specializing in Addepar, Josh excels in optimizing reporting processes and ensuring data accuracy to provide strategic insights for clients. Before joining Ellevate, Josh gained valuable experience in implementations and operations of financial reporting technologies. He holds a bachelor's degree in Finance from the University of Central Florida and stays updated with industry trends.
Carlene Thornton
Carlene is a billing specialist with a solid background in finance, payroll, and office administration. Before joining the team, she held roles in both public service and private sectors, including work as a corrections officer and assistant to a jail administrator, where she handled payroll and financial operations. Her experience brings a strong attention to detail and a steady, organized approach to her current role.
