
Expert Solutions at Your Fingertips
How GreenHill Tackles the Pain Point of Limited Expertise Have you ever found yourself stuck with a rate of return question or problem, only to realize that you don’t have
Harry Cubit is a Partner and EVP of Client Experience at GreenHill Investment Reporting, where he is responsible for ensuring that every client relationship delivers on the full potential of the ReportQuest platform. With more than 30 years of experience as a financial services executive and entrepreneur, Harry brings institutional-grade expertise to GreenHill’s client service and experience function.
Prior to GreenHill, Harry held senior leadership roles at some of the most respected names in wealth management technology and investment services. As a Senior Vice President at Envestnet, one of the industry’s leading wealth management platforms, Harry led solution and service initiatives that supported thousands of advisors and billions in managed assets. Before that, he served as a Principal at both UBS and Vanguard, where he was responsible for creating and implementing wealth management solutions for institutional and high-net-worth clients — two of the most demanding audiences in the industry.
That background — spanning enterprise platform leadership, solution design, and direct client engagement at the highest institutional level — gives Harry a uniquely comprehensive view of what performance reporting needs to accomplish and what gets in the way. At GreenHill, he uses that perspective to ensure clients are not just onboarded successfully but are continuously extracting value from their reporting capabilities.
Harry’s approach to client experience reflects a belief that great reporting technology is only as valuable as the partnership behind it. His team operates as an extension of each client’s own operations — understanding their workflows, their compliance requirements, and their reporting goals, and working alongside them to meet all three.

How GreenHill Tackles the Pain Point of Limited Expertise Have you ever found yourself stuck with a rate of return question or problem, only to realize that you don’t have

In the hyper-competitive financial services market, delivering an exceptional investor experience is the key to attracting and retaining clients.