Nice to meet you.

Our passionate team of entrepreneurs is reinventing the retirement space thanks to a great group of committed professionals.

Management Team.

  • Aaron Schumm

    Aaron Schumm

    Founder and Chief Executive Officer

    aaron.schumm@vestwell.com

    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 Brecher

    Allison Brecher

    General Counsel

    allison.brecher@vestwell.com

    Allison brings over 15 years of legal and regulatory experience to Vestwell, having handled 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)

  • Benjamin Thomason

    Benjamin Thomason

    Executive Vice President, Revenue

    benjamin.thomason@vestwell.com

    Ben comes to Vestwell most recently from Goldman Sachs Investments Management division. Ben has over 15 years of industry experience having also worked with Securian, JPMorgan and Fidelity Investments in their respective Institutional Asset Management divisions.
    JD, Gonzaga University School of Law
    BBA, James Madison University

  • Dave Sheen

    Dave Sheen

    Senior Vice President, Finance

    dave.sheen@vestwell.com

    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

  • John Skovron

    John Skovron

    Chief Technology Officer

    john.skovron@vestwell.com

    John joins Vestwell with an extensive technology leadership background, including SVP Platform Engineering at Integral Ad Science, CTO at Credibly, Sr. Director Software Engineering at TIBCO Software, SVP Engineering at DataSynapse, and SVP Engineering at ILX Systems.
    B.A. concentrating in Comp Sci Columbia University

  • Jonathan Ferrara

    Jonathan Ferrara

    Senior Vice President, Product & Operations

    jonathan.ferrara@vestwell.com

    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

  • Abbey Yvon

    Abbey Yvon

    Vice President, Marketing

    abbey.yvon@vestwell.com

    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

  • Pamela Rockley

    Pamela Rockley

    Chief Compliance Officer

    pamela.rockley@vestwell.com

    Pamela has over 35 years of expertise and experience in compliance with U.S. securities rules and laws. As the Chief Compliance Officer of Vestwell Advisors LLC Pamela designs and supports firms’ securities compliance program. Pamela holds the FINRA Series 4, 7, 9/10, 24, 53, 57, 63, 65, 79, 87RP (Equities Research Principal), 99 and TP (Trader Principal) designations. She also holds the NFA/CFTC Series 3 and 30 securities licenses.
    AB, Vassar College

Advisory Board.

  • Jamie Bernardin

    Jamie Bernardin

    Special Technical Advisor

    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.

  • Josh Brown

    Josh Brown

    Special Industry Advisor

    Josh is CEO of Ritholtz Wealth Management and founder of The Reformed Broker. He is frequently featured on CNBC’s “Halftime Report”.

  • Lori Hardwick

    Lori Hardwick

    Special Business Advisor

    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 Kennedy

    Peter Kennedy

    Special ERISA Advisor

    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.

  • Drew Lawton

    Drew Lawton

    Independent Director, Board of Trustees at BlackRock

    Drew recently completed a 35-year career in financial services, retiring as the CEO of New York Life Investment Management. He currently holds several board positions and advises a number of firms both within and outside of the financial services industry.

  • Lowell Putnam

    Lowell Putnam

    Special Technology Advisor

    As Co-Founder and CEO of Quovo, Lowell was previously at Barclays Investment Bank and Lehman Brothers.

  • Aaron Schildkrout

    Aaron Schildkrout

    Special Marketing Advisor

    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.

  • Mike Shuckerow

    Mike Shuckerow

    Special SEC Advisor

    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.

Our Investors.