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
SVP, Business Development
Jenna Peterson
SVP, Relationship Manager
Brook Campbell
VP, Relationship Manager
Josh Hagar
VP, 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, Client Service
Tim Arnold
Operations Analyst
Ben Avis
VP, Operations
Luke Harangody
Operations Analyst
Katrine Harris
Operations Analyst
David Kjellman
VP, Senior Trader
Peter Macioch
VP, Operations
Shelby Kueser
Client Service Associate
Cristian Magdaleno
Operations Analyst
Brigid Mccormack
Sr. Operations Analyst
Grant Pitcher
Operations Analyst
Vishal Shah
Sr. Operations Analyst
Kevin Shaw
Operations Analyst