Aaron Schumm
Founder & Chief Executive Officer
Team 
Meet the people powering the future of savings.
Led by Founder & CEO Aaron Schumm and backed by top investors, Vestwell is redefining how America saves, building the backbone of the modern savings economy and a culture of financial wellness for all.
Our Leadership Team
Allison Brecher
General Counsel and Chief Compliance Officer
Dave Sheen
Chief Financial Officer
Doug Magnolia
Chief Customer Officer & President, Vestwell State Savings
Jon Mark
Chief Operating Officer
Jonathan Ferrara
COO, Vestwell Trust Company & Head of Custody Platfom Solutions
Patty Kim
Chief People Officer
Richard Tatum
President, Vestwell Workplace Savings
Ryan Anderson
Chief Product Officer
Scott Duncan
Senior Vice President of Engineering
Our Board of Directors
Lori Hardwick
Board Director, RedRock Strategic Partners
Aaron Schumm
Board Director, Vestwell
Justin Overdorff
Board Director, Lightspeed Venture Partners
Logan Allin
Board Director, FinCap
Josh Warren
Board Director, FactSet
Tim DeGrange
Board Director, Blue Owl Capital
Investors
Allianz Life Ventures
Blue Owl
BNY Mellon
Commerce Ventures
Fintech Collective
Fin Venture Capital
F-Prime Capital
Franklin Templeton
Goldman Sachs
Stepstone
Harbour Vest
Intuit Ventures
Lightspeed Ventures
Manulife
Morgan Stanley
Nationwide
Northwestern Mutual
Point72 Ventures
Primary Venture Partners
Silverlake Waterman
Sixth Street Growth
SLW
Teamworthy Ventures
