About

values

Our Core Beliefs

Human Advisors Shine

Augmented by powerful technology, for their and their client’s benefits.

Leading With Advice

Is the future of wealth management; insights and advice first, products and solutions second.

Timing Really Matters

To “break-through” and have real impact, advice needs to be relevant, personal, actionable, and timely.

Our Mission

To bring advice beyond investing to more families across the wealth spectrum.

Via their caring financial advisors.

So that families thrive, and advisors practices grow.

The team behind Bento

Management Team

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Diego Galan

COO / CFO

Dynamic and highly analytical business leader, deep experience across Finance, Strategy, and M&A

Previously CFO at Alex Brown and Raymond James Global Wealth Solutions, Head of Strategy at DB

Combines vision, data analytics with teamwork to achieve rigorous and well-controlled execution

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Gavin Hay

CTO

Seasoned tech leaders adept at articulating and executing data-driven strategies

Previously chief CRM architect at Ceridian.

Passionate about user-friendly, efficient, and impactful tech integrations

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Philipp Hecker

CEO

Global business strategist (J.P. Morgan, DB, BCG), passionate about advice beyond investing

Previously Head of Wealth Planning & Advice, and Global Head of Strategy at J.P. Morgan Wealth Management

Focused on tech-driven advisor-enablement for the benefit of clients, their families, and their communities

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Greg Quental

President / CCO

Former CEO J.P. Morgan Securities, Head of HNW for JPM US Private Bank and FinTech Founder / CEO

Deep experience building high performing client-centric teams

Passionate about creating opportunity and value for all

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Jeff Wald

Executive Chairman

Highly successful serial entrepreneur in tech-enablement space, eg, WorkMarket (sold to ADP)

Previously Investment Banker at Chase and Venture Capitalist 

Best-selling author of “The End of Jobs.”

Advisory Council

Marty Bicknell

RIA Leader

Recognized industry leader, pioneering entrepreneur

Founder, CEO & President of Mariner Wealth Advisors, a large, nationwide and client-centric RIA

Extensive personal and professional experience with closely held family businesses and their unique complexities

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Alex Chalekian

RIA Leader

A client-centric and innovative, tech-forward financial advisor

CEO at Lake Ave Financial and Founder of AdvisorsUNITE

Passionate about improving the quality and efficiency of holistic financial advice via a thoughtful blend of human and digital

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Shannon Eusey

RIA Leader

Founder and CEO Beacon Pointe, the nation’s largest female-owned RIA

Professor of Wealth Management at UCI Merage School of Business

International best-selling author of “Your Dollars, Our Sense.”

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Rodrigo Franco

Tech Expert

Leading tech visionary and engineer in WM space

Built one of largest Ruby on Rails communities

Co-Founder of Flexcode

Greg Friedman

CRM Expert and RIA Leader

Founder and former CEO behind pioneering CRM system Junxure

30+ year track record launching and growing a highly successful RIA, Private Ocean, named 2018 wealthmanagement,com “CEO of the Year”

Now Chief Strategy Officer at leading RIA Wealthspire Advisors

Doug Fritz

Technology Maven

Accomplished veteran wealth management CTO

Founder of F2 Strategy, providing boutique wealth management technology consulting and execution services worldwide

Deep expertise at intersection of technology and client- and advisor-experience

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Jen Goldman

Business Transformer, CFP®

30 years of Experience transforming Service Businesses’ People, Productivity, Profitability, Growth

Deep expertise in Financial Advisory Business Management and Operations and Client Experience

High Impact IDEOS™, Prioritization Visualization, Design Thinking, and Productive Collaboration

Anton Honikman

Enterprise Leader

CEO of MyVest

Builder of enterprise level wealth management technology for the digital age

25+ years of experience in leading cross-functional teams at the intersection of AM/WM and technology

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Matthias Kuhlmey

RIA Veteran

Forward-thinking, a tech-savvy industry leader

Expert at helping RIAs grow in client-centric, profitable ways

Chief Development Officer at Hightower, Lecturer at Columbia University

Andy Putterman

Industry Sage

30+ years of deep wealth management expertise, as a Founder/Entrepreneur, CEO, and Consultant

Built and lead Fortigent and Lydian Wealth Management

Now helps CEOs and Boards develop and execute on growth strategies at 1812 Park

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Greg Soueid

Operations Expert

Deep global experience in wealth management operations and technology

Skilled at applying operating capabilities to drive competitive advantage

Passionate about building organizations that consistently deliver operating leverage

Gavin Spitzner

Industry Sage

Decades of experience at the intersection of strategy and execution in the wealth management industry

Focus on tech-enabled growth strategies

President at Wealth Consulting Partners

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John Sweeney

Fintech Leader

Passionate about the intersection of finance and technology

Experienced in payments, asset management, and lending

Former EVP at Fidelity Investments, now Consultant and Investor

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Kelly Waltrich

Marketing Maven

Expert in marketing impactful FA technology solutions

Previously CMO at Orion Advisor Services and SVP Marketing at eMoney

Passionate about the intersection of advice, technology, and advisor- / client-impact

Jeff Wald

Executive Chairman
  • Highly successful serial entrepreneur in tech-enablement space, eg WorkMarket (sold to ADP)

  • Previously Investment Banker at Chase and Venture Capitalist

  • Best-selling author of “The End of Jobs”

Philipp Hecker

CEO
  • Global business strategist (J.P. Morgan, DB, BCG), passionate about advice beyond investing

  • Previously Head of Wealth Planning & Advice, and Global Head of Strategy at J.P. Morgan Wealth Management

  • Focused on tech-driven advisor-enablement for the benefit of clients, their families and their communities

Emily Gulden

CMO
  • Expert in client-centric value propositions and effective sales management across WM business models

  • Previously CMO and Sales Management Leader at DB and J.P. Morgan

  • Deep expertise in optimizing results for advisors and clients

Partners

CRM Integration Partners
Other Partners
Kristen Schmidt can help you make sense of RIA technology and optimize your financial services offerings to help grow your business more efficiently.
Learn more here
Conneqtor gives financial advisors the master blueprint to start, build, and grow their business in months, not years.
Learn more here

Employment

Coming soon!

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Our mission

Non-Profit Partnerships

Coming soon!