Meet Our Team
Our teams have the experience and expertise to help take your practice to the next level. We look forward to helping you utilize and leverage our technology to grow your business and provide your clients with a sophisticated and modern solution.
Leadership

Colin Falls
President

Jack Hannah
EVP, COO
Product Team

Chris Daly
SVP, Chief Digital Officer

Colin Ruthven
SVP, Chief Technology Officer

Dimitar Hristov
SVP, Product & Innovation

Ivo Ivanov
SVP, Chief Investment Officer

Ross Ringer
VP, Platform Product Manager

Nikolay Ivanchev
SVP, Head of Engineering

Janet Vermillion
VP, Product Manager

20+
Software Developers
Sales and Marketing

Scott Silverman
SVP, Head of Distribution

T.J. Gardner
SVP, Business Development

Eric Barr
SVP, Business Development

Brendan Falls
VP, Business Development

Jenna Peterson
VP, Relationship Manager

Brook Campbell
VP, Relationship Manager

Josh Hagar
Relationship Manager

Lauren Klein
Business Development Associate

Katie Bomher
VP, Marketing
Operations and Advisor Services

Justin Farmer
SVP, Head of Operations

Evan Lieberman
VP, Chief Compliance Officer

Alex Stewart
VP, Head of Trading

Amy Arnold
VP, Operations

Tim Arnold
Operations Analyst

Ben Avis
VP, Operations

Katrine Harris
Operations Analyst

Aalim Johnson
Client Service Associate

Shelby Kueser
Client Service Associate

Peter Macioch
VP, Operations

Cristian Magdaleno
Operations Analyst

Brigid Mccormack
Sr. Operations Analyst

Vishal Shah
Sr. Operations Analyst

Kevin Shaw
Operations Analyst

Samantha Fluxgold
Office Manager