Meet The Ellevate Team

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 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 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.

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.

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.

Alex Welch, Ellevate’s Director of Sales, partners with growth minded wealth management firms to identify technology and operational challenges and connect them with the expertise and support needed to solve them. With more than a decade of experience in wealth management technology, he brings a deep understanding of the systems, data, and operational needs behind growing advisory firms.

Before joining Ellevate, Alex held sales and business development leadership roles across several leading wealthtech organizations, including Morningstar, iCapital/Mirador, Canoe Intelligence and Amplify. He spent more than eight years at Morningstar, advancing from Account Executive and Team Lead to Vice President of Business Development, with a focus on ByAllAccounts and the data aggregation needs of RIAs and wealth technology providers. His experience at Mirador/iCapital and Canoe further expanded his expertise across performance reporting, alternative investments, data management, and the increasingly complex technology ecosystems supporting independent wealth management firms.

Alex brings a consultative approach to helping firms evaluate where technology and operations may be limiting growth. He understands how disconnected systems, operational inefficiencies, and increasing complexity can affect advisors and internal teams, and he enjoys helping firms identify practical solutions that support where the business is headed next.

Adam Shorr is our Team Lead for Data Engineering at Ellevate, where he leads alternative investment data management and data migration projects for firms transitioning between core reporting platforms. His work helps ensure historical and current client data remains accurate, complete, and structured for reliable reporting.

Before joining Ellevate, Adam spent three years as a Data Analyst at iCapital, where he managed alternative investment records within third-party reporting platforms, with a particular focus on Addepar. He also led client onboarding efforts for the iCapital AltX platform, coordinating data validation, reconciliation, and document organization to support smooth and efficient transitions. Earlier in his career, Adam worked at Merrill Lynch, applying his Series 7, Series 66, and SIE registrations in support of clients.

Adam brings a detail-oriented, client-focused approach to complex data work. He enjoys identifying discrepancies, bringing structure to large datasets, and collaborating across teams to improve accuracy, consistency, and the overall client experience.

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.

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.

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.

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.

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.

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.

Clarissa Garcia is a Senior Platform Consultant at Ellevate, where she leads and supports client implementations and complex platform projects. She works closely with clients to translate business and operational needs into clear implementation plans, coordinate priorities across teams, and keep technology transitions moving toward successful outcomes.

Clarissa brings more than 15 years of fintech experience, with a career focused on implementation consulting, project management, and client delivery. Her background includes roles with leading financial technology organizations including SS&C Advent and Backstop Solutions Group, where she developed deep experience guiding clients through technology implementations and managing the many moving pieces required to bring new systems and processes to life.

Clarissa brings an organized, collaborative approach to complex engagements. She excels at creating structure, keeping stakeholders aligned, and helping clients navigate change with clarity and confidence. Her combination of project management discipline, technology experience, and client focus allows her to bring structure, momentum, and accountability to complex initiatives.

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.

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.

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.

Max Laroussi is a Platform Specialist at Ellevate, where he supports the administration and implementation of wealth management technology platforms. He works alongside Ellevate’s other platform consultants to support client environments and helps keep platform-related projects and day-to-day needs moving forward.

Before joining Ellevate, Max built experience across financial services, client support, sales, and technology. Most recently, he worked at PNC, supporting customers with day-to-day banking needs. Prior to that, he was an Account Executive at ProCare Therapy and a Client Support Specialist at ADP, where he helped clients resolve payroll and tax-related issues. Earlier in his career, Max worked as an IT Help Desk Technician at Old Dominion University, troubleshooting software, account access, and other technical issues for students and staff.

Max brings a service-oriented and solutions-focused approach to his work. His experience working directly with clients and troubleshooting both financial and technology-related challenges gives him a strong foundation for supporting RIAs and their platforms. At Ellevate, he is focused on continuing to deepen his wealthtech expertise while helping clients operate more efficiently and get more from the systems that support their business.

Mehive Sobh is a Platform Specialist at Ellevate, where she supports a range of billing, operational, and client project initiatives. She works alongside the Ellevate team to manage financial and operational processes, coordinate client projects, and ensure accurate and efficient day-to-day execution.

Before joining Ellevate, Mehive built three years of experience across accounting and finance, developing a strong foundation in financial operations, business processes, and client support. She earned her bachelor’s degree in Marketing with a minor in Business Administration from Florida Atlantic University, giving her a well-rounded perspective that combines analytical skills with an understanding of broader business and client needs.

Mehive brings strong organizational, analytical, and solution-oriented skills to her work. She enjoys managing detailed projects, identifying effective solutions, and creating structure around complex tasks. At Ellevate, she is focused on applying these strengths to support clients while continuing to expand her expertise across wealth technology and RIA operations.

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.