Our
Leadership

I have spent years running technology platforms at large organizations and I always wanted to innovate more and fix less. That’s what I’m doing at &Partners: creating an agile technology platform that leverages the full range of what fintech has to offer. I bring over 27 years of brokerage industry experience. Previously, I served as the technology lead for the Wells Fargo Advisors platform which included a range of tools and reports that advisors used daily with clients. I also managed financial planning applications and developed a novel retirement income platform utilized by advisors across the country. I know from experience that technology companies do tech better than bankers. I’m focused on ensuring we align ourselves with the right providers so that our advisor tech is robust and adaptive to changing industry dynamics.