About
About
About
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 better advice beyond investing to more American families.
Via their caring financial advisor.
So that families thrive, and advisor practices grow.
Management Team
Gavin Hay
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
Philipp Hecker
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
Greg Quental
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
Jeff Wald
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
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
Alex Chalekian
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
Shannon Eusey
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.”
Rodrigo Franco
Leading tech visionary and engineer in WM space
Built one of largest Ruby on Rails communities
Co-Founder of Flexcode
Greg Friedman
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
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
Jen Goldman
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
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
Matthias Kuhlmey
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
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
Greg Soueid
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
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
John Sweeney
Passionate about the intersection of finance and technology
Experienced in payments, asset management, and lending
Former EVP at Fidelity Investments, now Consultant and Investor
Carley Dillon
Expert in driving remarkable experiences (digital and human) for Fortune 100 and RIA customers
Founder of innovative B2B & B2C technology platform
Jennifer Fox
Deep expertise in Wealth Planning and Trust & Estates
Passionate about business transformations that connect people and technology with purpose and promise
Michael Nathanson
Chair and CEO of The Colony Group, Co-founder of ScratchWorks fintech accelerator
Barron’s Hall of Fame Advisor
Philanthropic leader
Dr. Preston D. Cherry
Financial Planner and RIA Leader at Concurrent Financial Planning
Professor at University of Wisconsin, Advisor at Carson Coaching and President of Financial Therapy Association
Philipp Hecker
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
Partners
With an “Excellent” integration score from EZRA Group, Bento integrates easily and deeply into your CRM to enhance your client experience through timely and impactful conversations around key life milestones, during Moments That Matter.
Caribou is a healthcare cost planning and optimization solution for financial advisors.
Learn MoreEmployment
Coming soon!
Non-Profit Partnerships
Coming soon!