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Team
The Vestwell 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

Aaron Schumm, Founder & Chief Executive Officer

Aaron Schumm

Founder & Chief Executive Officer

Allison Brecher, JD, General Council & Chief Privacy Officer

Allison Brecher

General Counsel and Chief Compliance Officer

Dave Sheen, Chief Financial Officer

Dave Sheen

Chief Financial Officer

Doug Magnolia, Chief Customer Officer & President, Vestwell State Savings

Doug Magnolia

Chief Customer Officer & President, Vestwell State Savings

Jon Mark, Chief Operating Officer

Jon Mark

Chief Operating Officer

Jonathan Ferrara, COO, Vestwell Trust Company & Head of Custody Platfom Solutions

Jonathan Ferrara

COO, Vestwell Trust Company & Head of Custody Platfom Solutions

Patty Kim, Chief People Officer

Patty Kim

Chief People Officer

Richard Tatum, President, Vestwell Workplace Savings

Richard Tatum

President, Vestwell Workplace Savings

Rob Molchon, Chief Technology Officer

Rob Molchon

Chief Technology Officer

Ryan Anderson, Chief Product Officer

Ryan Anderson

Chief Product Officer

Our Board of Directors

Lori Hardwick, Board Director, Chairwoman, RedRock Strategic Partners

Lori Hardwick

Board Director, Chairwoman, RedRock Strategic Partners

Aaron Schumm, Board Director, Vestwell

Aaron Schumm

Board Director, Vestwell

John Rettig, Board Director, Bill

John Rettig

Board Director, Bill

Justin Overdorff, Board Director, Lightspeed Venture Partners

Justin Overdorff

Board Director, Lightspeed Venture Partners

Logan Allin, Board Director, FinCap

Logan Allin

Board Director, FinCap

Investors

Insights for the future you’re building.

Vestwell (vest-wel) v. ❶ to equip individuals or institutions with the tools, confidence, and access they need to save meaningfully and move toward financial well-being. ❷ modernize outdated systems of saving with intuitive technology and inclusive infrastructure.

For the future.

All testimonials and similar statements are made voluntarily and without any cash or non-cash compensation paid by Vestwell in exchange for the testimonial.

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