Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Mr. Stone founded SS&C Technologies, Inc. in 1986 and has served as Chairman of the Board and Chief Executive Officer since inception. Prior to founding SS&C, he directed the financial services consulting practice of KPMG LLP in Hartford, Connecticut and was Vice President of Administration and Special Investment Services at Advest, Inc. He has also served as President of SS&C from inception through April 1997 and again from March 1999 to October 2004.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Committee appointments across companies

Structured records are unavailable. This does not establish that no records exist.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

SS&C Technologies Holdings Inc

1986-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

SS&C Technologies Holdings Inc

Open SS&C Technologies Holdings Inc profile →

Director at SS&C Technologies Holdings Inc

1986-01-01 → End not stated

current · source reported

Observed: 2026-09-24

SS&C Technologies …SS&C Technologies Holdings IncWilliam C. Stone

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingSSNC DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Executive company, Executive title, Cybersecurity experience, Technology background.Open sourceSource 2 · Sec FilingSSNC 10-K executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:william-c-stone
Record version
public-0

Published evidence records

6 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. SSNC DEF 14A director slate

    sec filing · Source published: Apr 8, 2026 · Retrieved: May 12, 2026

    Supports 7 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 12, 2026
    • Board role: Board role: Chair · Claim reviewed: May 12, 2026
    • Committee assignments: No committee assignment disclosed in the cited filing · Claim reviewed: May 12, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 12, 2026
    • Executive company: Executive at SS&C Technologies Holdings, Inc. · Claim reviewed: May 12, 2026
    • Executive title: Executive title: Chairman of the Board and Chief Executive Officer · Claim reviewed: May 12, 2026
    • Technology background: Technology background reported in filings · Claim reviewed: May 12, 2026

  2. SS&C Technologies director board source

    sec filing · Source published: Apr 8, 2026 · Retrieved: May 3, 2026

    Supports 3 claims
    • Board independence: Not independent (executive director) · Claim reviewed: May 3, 2026
    • Board membership: Serves on the board of SS&C Technologies · Claim reviewed: May 3, 2026
    • Board membership: Serves on the board of SS&C Technologies Holdings Inc · Claim reviewed: May 3, 2026

  3. Open source

    sec proxy · Source published: Apr 8, 2026 · Retrieved: Apr 30, 2026

    Supports 1 claim
    • Professional Role: Director at SS&C Technologies Holdings Inc · Claim reviewed: May 12, 2026

  4. SSNC 10-K executive officers

    sec filing · Source published: Feb 26, 2026 · Retrieved: May 12, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 12, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 12, 2026
    • Executive company: Executive at SS&C Technologies · Claim reviewed: May 12, 2026
    • Executive title: Executive title: Chairman of the Board and Chief Executive Officer · Claim reviewed: May 12, 2026
    • Technology background: Technology background reported in filings · Claim reviewed: May 12, 2026

  5. SSNC executive roster source

    sec filing · Source published: Date unavailable · Retrieved: May 3, 2026

    Supports 5 claims
    • AI expertise: AI expertise reported in filings · Claim reviewed: May 3, 2026
    • AI governance relevance: AI governance relevance reported from role and filings · Claim reviewed: May 3, 2026
    • Executive company: Executive at SS&C Technologies · Claim reviewed: May 12, 2026
    • Executive function: Enterprise Leadership (CEO) · Claim reviewed: May 3, 2026
    • Executive title: Executive title: Chairman of the Board and Chief Executive Officer · Claim reviewed: May 12, 2026

  6. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of SS&C Technologies Holdings Inc · Claim reviewed: May 3, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · CorroboratedAI and ML experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

AI expertise · Source reportedAI expertise reported in filings1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

AI governance relevance · Source reportedAI governance relevance reported from role and filings1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board independence · Source reportedNot independent (executive director)1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board membership · Source reportedServes on the board of SS&C TechnologiesSupported by 2 public records1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board membership · CorroboratedServes on the board of SS&C Technologies Holdings IncSupported by 2 public records2 sources
Verification
Corroborated
Confidence
95%
Last reviewed
May 3, 2026
Board role · Source reportedBoard role: Chair1 source
Verification
Source reported
Confidence
92%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

Committee assignments · Source reportedNo committee assignment disclosed in the cited filing1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

Cybersecurity experience · CorroboratedCybersecurity experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

Executive company · CorroboratedExecutive at SS&C TechnologiesSupported by 2 public records2 sources
Verification
Corroborated
Confidence
94%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Executive company · Source reportedExecutive at SS&C Technologies Holdings, Inc.1 source
Verification
Source reported
Confidence
85%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

Executive function · Source reportedEnterprise Leadership (CEO)1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 3, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Executive title · CorroboratedExecutive title: Chairman of the Board and Chief Executive OfficerSupported by 3 public records3 sources
Verification
Corroborated
Confidence
94%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Technology background · CorroboratedTechnology background reported in filingsSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 12, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

View all sources6 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Executive company · Executive title · Cybersecurity experience · Technology background

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: Board membership · Director since · Board independence

  3. https://www.sec.gov/Archives/edgar/data/1402436/000119312526147619/ssnc-20260408.htm

    Sec Proxy · Tier not stated · Reviewed Apr 30, 2026

    Supports: Director at SS&C Technologies Holdings Inc (NASDAQ: SSNC)

  4. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 12, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  5. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: AI expertise · AI governance relevance · Executive company · Executive function · Executive title

  6. https://www.sec.gov/Archives/edgar/data/1402436/000119312526147619/ssnc-20260408.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership