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

Colin Falls

President

Jack Hannah

Jack Hannah

EVP, COO

Product Team

Chris Daly

Chris Daly

SVP, Chief Digital Officer

Colin Ruthven

Colin Ruthven

SVP, Chief Technology Officer

Dimitar Hristov

Dimitar Hristov

SVP, Product & Innovation

Ivo Ivanov

Ivo Ivanov

SVP, Chief Investment Officer

Ross Ringer

Ross Ringer

VP, Platform Product Manager

Nikolay Ivanchev

Nikolay Ivanchev

SVP, Head of Engineering

Janet Vermillion

Janet Vermillion

VP, Product Manager

20+

20+

Software Developers

Sales and Marketing

Scott Silverman

Scott Silverman

SVP, Head of Distribution

T.J. Gardner

T.J. Gardner

SVP, Business Development

Brendan Falls

Brendan Falls

SVP, Business Development

John Starnes

John Starnes

SVP, Business Development

Eric Barr

Eric Barr

SVP, Business Development

Jenna Peterson

Jenna Peterson

SVP, Relationship Manager

Brook Campbell

Brook Campbell

VP, Relationship Manager

Lauren Klein

Lauren Klein

Business Development Associate

Katie Bomher

Katie Bomher

VP, Marketing

Operations and Advisor Services

Justin Farmer

Justin Farmer

SVP, Co-Head of Operations

Josh Hagar

Josh Hagar

VP, Co-Head of Operations

Evan Lieberman

Evan Lieberman

VP, Chief Compliance Officer

Alex Stewart

Alex Stewart

VP, Head of Trading

Amy Arnold

Amy Arnold

VP, Client Service

Tim Arnold

Tim Arnold

Operations Analyst

Ben Avis

Ben Avis

VP, Operations

Michelle Grand

Michelle Grand

Office Administrator

Luke Harangody

Luke Harangody

Operations Analyst

Katrine Harris

Katrine Harris

Operations Analyst

David Kjellman

David Kjellman

VP, Senior Trader

Peter Macioch

Peter Macioch

VP, Operations

Shelby Kueser

Shelby Kueser

Client Service Associate

Brigid Mccormack

Brigid Mccormack

Sr. Operations Analyst

Grant Pitcher

Grant Pitcher

Operations Analyst

Vishal Shah

Vishal Shah

Sr. Operations Analyst

Kevin Shaw

Kevin Shaw

Operations Analyst

JOIN OUR TEAM

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