Leadership

Bill McFadden

President

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• 25+ years as a Financial Services Executive and Entrepreneur

• Owner of Sixline, an investment advisory consulting firm

• Former lead of Business Development for CGI

• VP Business Development at SunGard

• Co-founder of Investor’s View (sold to SunGard)

Jack Curran

EVP Sales

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• 30+ years as a Financial Services Executive and Entrepreneur

• Experience investing in, building and selling firms

• Sales leader for CAPIS

• Founder of FinTech Securities (sold to Innovest)

• Managing Director SunTrust Robinson Humphrey

• FINRA licenses 6, 7, 9, 10, 23, 28,53 and 63

Harry Cubit

EVP Client Experience

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• 30+ years as a Financial Services Executive and Entrepreneur

• Former SVP at Envestnet and SEI leading Solution & Service initiatives

• Principal at UBS and Vanguard responsible for creating, and implementing wealth management solutions

Lisa Warren

EVP Product Management

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• Founding Principal of GreenHill in 1991

• Extensive experience partnering with clients to explore & deliver service enhancements and new functionality

• Designed & directed the development of the platform providing web-based, dynamic, real-time reporting