The Silver team applies decades of securities industry and software development experience along with a passion for solving real-world problems to deliver cost-effective brokerage operations, cost basis reporting, and wealth management solutions for our clients.
Blake Henry
Blake HenryManaging Partner, Business
Blake is responsible for establishing and enriching client relationships, identifying opportunities for partnerships and growth, and leading all aspects of Silver’s business operations. Since he founded the company in 1991, Blake has overseen development and deployment of several enterprise-scale brokerage processing applications – primarily for large investment services organizations – and has personally managed numerous consulting engagements. Prior to founding Silver, he was a Computer Programmer for IBM Corporation and CACI Field Services. Blake earned his B.S. in Economics at the Wharton School of the University of Pennsylvania with concentrations in Marketing and Decision Science.
Neal Ruskin
Neal RuskinManaging Partner, Product
Neal is responsible for Silver's product suite of investment services processing software and serves as strategic business and technology advisor for Silver's clients. An acknowledged expert in cost basis portfolio accounting and investment tax reporting, he serves as an industry thought leader and guides Silver's interpretation of IRS regulations and related statutes. Prior to joining Silver, he served as Chief Enterprise Architect at TD Ameritrade and Technical Director at CheckFree Investment Services (now Fiserv). Neal earned his M.A. in Industrial Design and Human Factors from The Pratt Institute and his B.A. in Political Economics from Princeton University.
Robert Benkovitz
Robert BenkovitzManaging Partner, Technology

Rob is responsible for all technical aspects of Silver's brokerage processing software and related infrastructure services. He heads a team of highly-skilled and experienced software development professionals in technical design, application architecture, research and development, quality assurance, software deployment, and technical operations. Prior to joining Silver in 1999, Robert served in various technology positions with CheckFree Investment Services (now Fiserv), Prudential Investments, ILX Trading Systems (now Thompson Reuters), and Brown Brothers Harriman. Robert earned his B.S. in Computer Science from the State University of New York at Stony Brook.

Jason Vogel Senior Director, Product Strategy & Development
Jason is responsible for leading Silver's product strategy and product development teams. Prior to joining Silver, this industry veteran served in numerous business operations and product management roles at investment services firms and related technology providers, including: DST Systems, State Street Bank, Fiserv Investment Services, Lockwood Advisors (a division of Pershing), E*TRADE Financial, Merrill Lynch, and TD Ameritrade. Jason earned his B.S. in Business Administration from the University of Kansas.
Stephen Lach Senior Director, Client Solutions & Marketing
Stephen is responsible for leading Silver's client solutions and marketing while focusing on maintaining Silver's high client satisfaction and building the Silver brand in the marketplace. He joined the Silver team with over 15 years of financial services industry experience leading program management offices, implementing operational risk controls, and implementing enterprise wide business and technology solutions. Stephen earned his B.S. in Management Information Systems from Loyola College in Baltimore Maryland, and has earned his Project Management Professional (PMP) and ITIL v3 Foundation certifications.
Teri Manton Director, Product Management (Wealth Management)
Teri is responsible for product management and development of Silver's suite of wealth management solutions. Prior to joining Silver, she provided tax reporting and compliance solutions for brokerage firms and trust companies as Vice President of Product Management for Broadridge Tax Services; led product strategy for customer statements and portfolio & performance reporting as Executive Director of Product Development for JPMorgan Chase; and managed all client-facing platforms as Director of Product Development for Harrisdirect (formerly CSFBdirect and DLJdirect). Teri earned her degree in Economics and English from Rutgers University.
Eric Jacobson Director, Client Relations & Business Development
Eric is primarily responsible for managing Silver's client relationships with a focus on customer satisfaction in all aspects of client operations and implementations. Prior to joining Silver, he began his career on the trading floor at Chemical Bank, worked a few years at the New York City Board of Education, then returned to the financial services industry to gain decades of experience in senior positions at Sungard Data Systems and CheckFree Investment Services (now Fiserv). Eric earned a B.S. in Economics from the State University of New York at Albany.
Sam Alvine Director, Client Technical Operations
Sam is responsible for managing client software installations, technical infrastructure, and production support for Silver's enterprise financial services clients. Since joining Silver in 2010, he has coordinated certification of numerous major software releases and deployment of several large-scale client implementations. Prior to joining Silver, Sam held Director-level positions with Oppenheimer/CIBC World Markets and Guardian Life and served as a Technical Project Manager for E*TRADE Financial. Sam earned his B.S. in Psychology from the University of South Carolina and his MBA from Wagner College. He also earned his PMP certification in 2010.
Doug Kjeldgaard Director, Development
Doug is responsible for designing and directing the development of Silver's software products. He leads a team of highly skilled software development professionals through the process of creating robust, highly configurable and feature rich software applications. Prior to joining Silver, he was the Chief Architect on the Battlespace (military decision support software) project for the Institute for Collaboration Science (ICS) at University of Nebraska at Omaha and he served as a technology consultant for TDAmeritrade. Doug earned his B.A. in Computer Science from the University of Northern Iowa.
Ed Aquilina Director, Client Operations
Ed is responsible for managing client relationships and production support for Silver Management's enterprise financial services clients. Since joining Silver in 2009, Ed has led multiple implementations of the Silver's portfolio accounting software and served as liaison for some of the company's high value clients. Prior to joining Silver, he worked in various business and technology capacities for JPMorgan, Bear Stearns, and Lazard Freres. While at Lazard Freres, he managed the construction and daily operation of the firm's in-house clearance and settlement system. Ed attended Le Moyne College in Syracuse after graduating from Regis HS in Manhattan.
Chris Bocciolatt Director, Product Management (Cost Basis)
Chris is responsible for product management and development of Silver's suite of cost basis solutions. Prior to joining Silver, he was responsible for planning, implementing, maintaining, and supporting technology solutions in trading, compliance, and operations at multiple financial institutions, including Weeden & Co. and Brighton Securities. Chris earned his B.S. in Business Administration from Rochester Institute of Technology.