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  SMA Pioneer Joins Board of Directors

Jamie Waller, founder of Security APL (CheckFree Investment Systems), has joined the UNAPEN Board of Directors. He joins Vincent LePore as an outside director of the firm.
by David Gemma

Jamie Waller, a giant in the Investment Management industry since the 1980s, has led the charge for the Separately Managed Accounts (SMA) industry. He has now decided to contribute his expertise to UNAPEN, a leading developer of products and solutions for the Financial Services industry.

“I’ve known Joe Walker and UNAPEN for many years and have always been amazed at their insights and capabilities. I am excited to be a small part of such a dynamic firm.” said Jamie.

UNAPEN is proud to announce that Jamie Waller, current CEO of Family Wealth Report, and founder of Security APL by CheckFree Investment Systems, is now a member of our Board of Directors. Jamie has been an entrepreneur in the investment management industry for more than 20 years, and now lends his experience to provide UNAPEN with strategic guidance. He joins Vincent LePore as an outside director of the firm.

“Jamie will be a powerful addition to a highly respected set of outside directors . We count on our board to provide guidance and leadership in an industry that continues to change at a rapid pace. Jamie represents the cream of the crop – one of the most respected figures in the industry who has dramatically changed the landscape of our markets since the early 90’s.” said Joseph Walker, President and CEO of UNAPEN.

Jamie is a recognized leader in performance reporting, portfolio construction, compliance, technology and operations. APL, which provides portfolio management software services and tools to pensions and mutual fund managers, has seen its revenue grow to nearly $100 million since its acquisition by CheckFree in 1996. In 2001, Jamie joined Citigroup Asset Management as director of Separately Managed Accounts.

As an active member of the nascent SMA industry, Jamie founded the St. Regis Association, the first advocacy group dedicated to promoting SMAs. The St. Regis Association became the Money Management Institute (MMI), one of the largest industry associations. Jamie is an active member of the MMI, contributing to several of its policy initiatives. He is also an active participant in other investment industry organizations, speaking frequently at conferences and events, including those of IMCA, FRA and CFA Institute (AIMR).

Jamie attended the Phillips Exeter Academy and graduated from Syracuse University with a B. A.

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