Skip to content
Vestwell Logo

Our people

Nice to meet you.

Our passionate team of entrepreneurs is reinventing the retirement space.

line city skyline drawing

Management Team

  • Aaron Schumm

    Aaron Schumm

    Founder & Chief Executive Officer

    • Allison Brecher, JD

      Allison Brecher, JD

      General Counsel & Chief Privacy Officer

      • Danya Dumbrill Early

        Danya Dumbrill Early

        Chief Strategy Officer

        • Dave Sheen

          Dave Sheen

          Chief Financial Officer

          • Doug Magnolia

            Doug Magnolia

            Chief Customer Officer & President, Vestwell State Savings

            • Jon Mark

              Jon Mark

              Chief Operating Officer

              • Jonathan Ferrara

                Jonathan Ferrara

                COO, Vestwell Trust Company & Head of Custody Platform Solutions

                • Patty Kim

                  Patty Kim

                  Senior Vice President, Head of People

                  • Richard Tatum

                    Richard Tatum

                    President, Vestwell Workplace Savings

                    • Rob Molchon

                      Rob Molchon

                      Chief Technology Officer

                      • Ryan Anderson

                        Ryan Anderson

                        Chief Product Officer

                        Board of Directors


                        • Allianz Life Ventures
                        • BNY Mellon
                        • Commerce Ventures
                        • Fintech Collective
                        • Fin Venture Capital
                        • F-Prime
                        • Franklin Templeton
                        • Goldman Sachs
                        • Greenspring Associates
                        • Intuit Ventures
                        • Manulife
                        • Morgan Stanley
                        • Nationwide
                        • Northwestern Mutual
                        • Point72 Ventures
                        • Primary Venture Partners
                        • Silverlake Waterman
                        • Teamworthy Ventures
                        • Wells Fargo