About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Blogs

StatPro North America Expands Sales Leadership Team

Subscribe to our newsletter

StatPro, a global provider of portfolio analysis and asset valuation software for investment professionals, today announced the expansion of its North American sales team with the addition of Holli McCaffery and David Meister. Both McCaffery and Meister bring years of finance and technology experience to StatPro from leading companies such as Morningstar, Thomson Reuters and Globalcom.

McCaffery joins StatPro as a business development manager focused on expanding the company’s customer base and generating sales of StatPro’s portfolio analysis solutions. Prior to joining StatPro, McCaffery served as vice president of sales for Binary Investment Research, and worked as an account executive and senior relationship manager for Thomson Reuters.

Meister also joins StatPro as a business development manager with a focus on new customer development. Prior to joining StatPro, Meister served as business development associate, account executive and account manager for Morningstar, where he worked with customers in banking, mutual funds and pension funds in both the US and Canada. He also served as an account executive with Globalcom in Chicago.

The StatPro platform is a software-as-a-service (SaaS)-based solution that integrates portfolio analytics pre-loaded with market, classification and index data. It enables easy access to performance measurement, attribution analysis, risk management, governance, compliance reporting and more – all from a single interface.

“Holli and David both have successful track records as sales professionals in the financial industry,” said Simon Stillwell, director of sales for StatPro North America. “Their finance experience, technical knowledge and industry contacts make them an ideal fit for executing our vision to deliver SaaS-based solutions to customers throughout the US.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Executing the Migration to Cloud to Enable Scalability and Innovation

Date: 22 September 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Cloud-based services and processing have become essential to financial institutions as their data management demands have become more complex and expansive. Thousands of organisations have made the jump from their limited on-premises tech stacks to the near-infinite scalability opportunities...

BLOG

Embrace the Threat: How Software Firms Can Head Off ‘SaaS-pocalypse’

Recent stock market losses among software providers have prompted some analysts to predict a coming “SaaS-pocalypse” as software companies are threatened by artificial intelligence that can write code and build software quickly and cheaply. The doomsayers may be premature, however. While AI undoubtedly has the ability to supplant some of those firms, it also presents...

EVENT

Buy AND Build: The Future of Capital Markets Technology

Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Regulatory Data Handbook 2026 – Fourteenth Edition

Welcome to the fourteenth edition of A-Team Group’s Regulatory Data Handbook. Supervisors increasingly expect firms to demonstrate which rules apply, which data supports each obligation, who owns the control and how exceptions are identified and resolved. Policies and implementation programmes must now be supported by records that can withstand regulatory scrutiny. This edition examines material...