Confluence names Sanjoy Chatterjee as CSO

Rick Steves

In addition, he will be the Managing Director of Confluence’s Investment Insights & Research product division. 

Confluence has tapped Sanjoy Chatterjee as Chief Strategy Officer as part of a hiring spree that welcomed Chris Riggio as Chief Revenue Officer and Phillipa McLune as Chief Client Officer.

The company has also been activing in acquiring other business, such as Investment Metrics and Compliance Solutions Strategies (CSS) in late 2021.

In fact, it was the acquisition of Investment Metrics that brought Sanjoy Chatterjee to Confluence as he was the founder and Chief Strategy Officer.

His 30-year career will prove valuable to Confluence, which will be able to leverage his experience in innovative technology and expertise to solve clients’ complex business needs.

Confluence Technologies offers a wide range of data solutions pertaining to performance and analytics, risk, regulation, investor, and ESG.  communications,

Sanjoy Chatterjee was CSO of Investment Metrics

Sanjoy Chatterjee will act as the Chief Strategy Officer, responsible for defining the strategic direction of Confluence to meet the growing demands of the investment management industry across analytics, regulation, and data solutions.

In addition, he will be the Managing Director of Confluence’s Investment Insights & Research product division.

Sanjoy Chatterjee, Chief Strategy Officer at Confluence, commented: “Confluence’s mission is to help the global investment management industry achieve better investment outcomes, gain operational efficiencies, and navigate risk and regulatory compliance. I’m excited to be named Chief Strategy Officer of Confluence and to have the opportunity to help accelerate growth for this leading global solution provider and drive synergies across our solutions and market segments we serve by simplifying the complex for the investment management industry.”

Todd Moyer, President and COO at Confluence, added: “We’re excited to work with Sanjoy in such a crucial role for Confluence, and I’m confident of the values he brings in setting the strategic direction for the company as we accelerate our growth. Sanjoy’s proven track record at Investment Metrics and his industry and technology expertise will deliver even greater value to our clients, helping the industry solve complex investment management challenges.”

Confluence helps the investment management industry solve complex data challenges across the front, middle and back-office, with a number of solutions covering data-driven portfolio analytics to compliance and regulatory solutions, including investment insights and research.

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