Leadership
Bill McFadden
President
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25+ years as a Financial Services Executive and Entrepreneur
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Owner of Sixline, an investment advisory consulting firm
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Former lead of Business Development for CGI
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VP Business Development at SunGard
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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
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Experience investing in, building and selling firms
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Sales leader for CAPIS
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Founder of FinTech Securities (sold to Innovest)
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Managing Director SunTrust Robinson Humphrey
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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
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Former SVP at Envestnet and SEI leading Solution & Service initiatives
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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
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Extensive experience partnering with clients to explore & deliver service enhancements and new functionality
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Designed & directed the development of the platform providing web-based, dynamic, real-time reporting
