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#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell

Posted by on Oct 14, 2019 in Podcasts, Winners of Wealthtech

“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm This month’s Winners of Wealthtech interview is with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered […]

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine

Posted by on Sep 2, 2019 in Podcasts, Winners of Wealthtech

“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro This month’s Winners of Wealthtech interview is with Rich Cancro, who is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy and brings over 25 […]

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software

“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very nervous.” — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […]

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade

“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna Tuteja This month’s Winners of Wealthtech interview is with Sunayna Tuteja, Head of Strategic Partnerships & Emerging Technologies at TD Ameritrade, where she has worked since 2014 after spending ten […]

#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj

“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

Winners of WealthTech: Lori Hardwick

Winners of WealthTech: Lori Hardwick

Posted by on Jan 13, 2018 in Interviews, Winners of Wealthtech

This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My previous four interviews were wildly successful in terms of views and traffic, so there will be […]

Winners of WealthTech: Cheryl Nash

Winners of WealthTech: Cheryl Nash

Posted by on Dec 2, 2017 in Interviews, Winners of Wealthtech

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze. The second was with Bill Crager, President of Envestnet, […]

Winners of WealthTech: Stuart DePina

Winners of WealthTech: Stuart DePina

Posted by on Oct 2, 2017 in Interviews, Winners of Wealthtech

This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze and the second was with Bill Crager, President of […]

Winners of WealthTech: Aaron Klein

Winners of WealthTech: Aaron Klein

Posted by on Jul 29, 2017 in Interviews, Winners of Wealthtech

This is the second post in our series called, “Winners of WealthTech.”  I conduct interviews with influential leaders in the wealth management technology space who I believe are the winners. The format of these article is a bit of a change from our usual analysis, product reviews or industry trends.  The questions are more personal […]