Bill McFadden


  • 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

  • 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

  • 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

  • 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