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Author

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Patrick Michaud

  • Director, Wealth Marketing Lead Generation

Meet Patrick

Patrick Michaud is the Director of Wealth Marketing Lead Generation at SS&C Black Diamond, where he drives demand generation strategy for SS&C Black Diamond Wealth Solutions. With over 15 years of experience in SaaS-based technology marketing, Patrick leads integrated campaigns that build brand awareness, generate qualified leads, and strengthen engagement across the wealth management ecosystem. Before joining SS&C, he held marketing leadership roles in the SaaS and healthcare technology sectors. Patrick has a BS in Management Science with a concentration in Marketing from Bridgewater State University.

Patrick's Insights

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December 14, 2023

The demand for comprehensive financial advice is surging, fueled by clients seeking a complete understanding of their financial lives.

By: Patrick Michaud

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October 5, 2023

The financial landscape is in a state of rapid transformation, with shifting client expectations and new contenders entering the field.

By: Patrick Michaud

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February 23, 2023

After a long career on Wall Street, Brian Pultman broke away from a wirehouse in 2018 and founded Correct Capital, an independent, privately held wealth advisory firm.

By: Patrick Michaud

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March 24, 2022

In a very positive sign for in-person industry events, the recently held 2022 SS&C Black Diamond Executive Forum was a well-attended gathering.

By: Patrick Michaud

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