With over 15 years of FinTech, FinServ, and wealth management experience, Aaron founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv.
MBA, Duke University, Fuqua School of Business
BS in Finance, University of Illinois
Allison brings over 15 years of legal and regulatory experience to Vestwell, having handed high profile and complex litigation involving employee benefits, ERISA, regulatory matters, data privacy, and electronic discovery. Previously, Allison was Senior Assistant General Counsel and Director of Information Management at Marsh & McLennan Companies. Prior to that, she handled ERISA, securities, and directors and officers claims for AIG.
JD, DePaul University College of Law
Law Journal, merit scholar, Columbia University
BA, cum laude, Union College
Certified Information Privacy Professional (CIPP/US)
Dave comes to Vestwell having been an investor in early-stage FinTech and SaaS companies at Primary Ventures. Prior to that, Dave held finance roles at Morgan Stanley, HIT Entertainment, Dixons Group and LEK Consulting.
MBA, New York University, Stern School of Business
MEng, Cambridge University
Jonathan has over 12 years of FinTech, FinServ, and wealth management experience. Prior to Vestwell, Jonathan held product and project management roles at FolioDynamix, JPMorgan Chase, State Street, and Boston Financial Data Services.
MBA, Rutgers Business School
BS in Finance, Boston College
With over 18 years of legal and regulatory experience, Mike has a deep understanding of our industry, having lobbied Congress directly related to DOL Fiduciary Rule. Mike’s in-house career was spent at UBS, Citigroup, and Columbia – Threadneedle, and he’s also held multiple CCO roles across other organizations.
JD, St. John's University School of Law
BS, Northeastern University
Abbey has over 18 years of marketing experience working for high-growth start-ups across the world of finance, legal, and technology. Prior to Vestwell, she led marketing and lead generation for companies including Axiom, Coverpath (a MassMutual company), and Liazon (a Willis Towers Watson company).
BA, University of Michigan
Antonio has over 15 years of FinTech and FinServ experience as a full stack engineer and manager full stack engineer.
Attended Dartmouth and UMASS Amherst
Mark has over 12 years of FinTech experience including time at Merrill Lynch, Citigroup, Goldman Sachs, and Security Scorecard.
MS, Technology Management, Columbia University
BS, Computer Science & Economics, State University of New York, Stony Brook
Josh is CEO of Ritholtz Wealth Management and founder of The Reformed Broker. He is frequently featured on CNBC’s “Halftime Report”.
As Founder and President of AI Labs, Inc., Lori was previously COO, Pershing, a BNY Mellon company and co-Founder and President, Advisor Services of Envestnet Asset Management.
Peter is Principal, PAK Consulting, LLC. Formerly, he was COO and Managing Director at TIAA-CREF Individual & Institutional Services as well as CAO and Senior Vice President of UBS Financial Services, Managed Accounts Business.
Jamie runs his own Data Science consultancy, having formerly been CTO at Integral Ad Science, VP Technology at TIBCO Software, and CTO & Co-founder of DataSynapse, Inc.
As Co-Founder and CEO of Quovo, Lowell was previously at Barclays Investment Bank and Lehman Brothers.
Aaron is Head of Driver Product at Uber and an all-around serial start-up advisor. He co-founded HowAboutWe which was sold to IAC in 2014.