Founder & Chief Executive Officer
Aaron founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix which is now part of Envestnet (NYSE: ENV). He brings nearly 20 years of fintech and finserv experience from industry-leading companies including Northern Trust, Citigroup, and Fiserv.
- MBA, Duke University, Fuqua School of Business
- BS in Finance, University of Illinois
Allison Brecher, JD
General Counsel & Chief Privacy Officer
Allison brings almost 20 years of legal and regulatory experience to Vestwell, having handled high profile and complex litigation involving employee benefits, ERISA, regulatory matters, data privacy, and electronic discovery. Previously, Allison was Senior Assistant General Counsel and Director of Information Management at Marsh & McLennan Companies. Prior to that, she handled ERISA, securities, and directors and officers claims for AIG.
- Global cybersecurity certificate, UCLA
- JD, DePaul University College of Law, Law Journal, merit scholar
- BA, cum laude, Union College
- Certified Information Privacy Professional (CIPP/US)
Senior Vice President, Client Services & Operations
Ann-Marie joined Vestwell with almost 20 years of servicing strategy experience with a focus on driving innovative targeted servicing opportunities in the consumer finance industry. Prior to Vestwell, Ann-Marie spent time reworking high value servicing for clients of The New York Times and, before that, honed her customer service experience at both Citibank and Goldman Sachs.
- BA, Pace University
Chief Financial Officer
Dave comes to Vestwell having been an investor in early-stage FinTech and SaaS companies at Primary Ventures. Prior to that, Dave held finance roles at Morgan Stanley, HIT Entertainment, Dixons Group and LEK Consulting.
- MBA, New York University, Stern School of Business
- MEng, Cambridge University
Chief Customer Officer & President, Vestwell State Savings
Senior Vice President, Business Operations & Strategy
Jon has over a decade of experience building and leading operations, service, and support functions, predominantly for tech and financial services companies. Prior to Vestwell, Jon was the Head of Business Operations for the talent & culture incubator within Bridgewater Associates that was responsible for Ray Dalio's "Principles" book and HR tech product line.
- Carnegie Mellon University
Senior Vice President, Operations & Platform Architecture
Jonathan has over 15 years of FinTech, FinServ, and wealth management experience. Prior to Vestwell, Jonathan held product and project management roles at FolioDynamix, JPMorgan Chase, State Street, and Boston Financial Data Services.
- MBA, Rutgers Business School
- BS in Finance, Boston College
Senior Vice President, Head of People
Patty is an HR and Recruitment leader with 10+ years in global public and private technology, media, and advertising companies like Dentsu Aegis Network and high growth tech start ups like Conductor and WeWork. Patty brings vast experience in M&A, executive recruitment and hiring, performance management, P&L management, organizational structure and people strategy.
- BS, George Washington University
President, Retirement Services
Richard brings with him over two decades of experience in the retirement plan industry. As former CEO of TPA Avintus, he expanded its service suite to include payroll, HR, and 3(16) fiduciary outsourcing solutions. After its acquisition by Ascensus, Richard became a divisional VP where he led sales for FuturePlan by Ascensus' Southern Division.
- BA, Lipscomb University
Chief Product Officer
Ryan has been designing financial applications for more than 20 years. Most recently, Ryan was the Chief Product Officer for Advizr, a financial planning technology that was acquired by Orion Advisor Services in July 2019. Prior to Advizr, Ryan was Managing Partner & Chief Creative Officer of Alchemy50, a product design studio he founded in New York City. Clients of Alchemy50 included UnitedHealthcare, Thomson Reuters, DataMinr, Artivest, and 1 Second Everyday. He has also served as a mentor and EIR to early-stage startups in the Barclays FinTech Accelerator, powered by Techstars in NYC.
- University of St. Thomas
Special Technical Advisor
Jamie runs his own Data Science consultancy, having formerly been CTO at Integral Ad Science, VP Technology at TIBCO Software, and CTO & Co-founder of DataSynapse, Inc.
Special Industry Advisor
Josh is CEO of Ritholtz Wealth Management and founder of The Reformed Broker. He is frequently featured on CNBC’s “Halftime Report”.
Special ERISA Advisor
Peter is Principal, PAK Consulting, LLC. Formerly, he was COO and Managing Director at TIAA-CREF Individual & Institutional Services as well as CAO and Senior Vice President of UBS Financial Services, Managed Accounts Business.
Independent Director, Board of Trustees at BlackRock
Drew recently completed a 35-year career in financial services, retiring as the CEO of New York Life Investment Management. He currently holds several board positions and advises a number of firms both within and outside of the financial services industry.
Special Technology Advisor
As Co-Founder and CEO of Quovo, Lowell was previously at Barclays Investment Bank and Lehman Brothers.
Special Marketing Advisor
Aaron is Head of Driver Product at Uber and an all-around serial start-up advisor. He co-founded HowAboutWe which was sold to IAC in 2014.
Special SEC Advisor
With over 18 years of legal and regulatory experience, Mike has a deep understanding of our industry, having lobbied Congress directly related to DOL Fiduciary Rule. Mike’s in-house career was spent at UBS, Citigroup, and Columbia – Threadneedle, and he’s also held multiple CCO roles across other organizations.
Benjamin Thomason, JD
Special Industry Advisor
Ben was previously EVP, Revenue at Vestwell. Before that, he was most recently from Goldman Sachs Investments Management division. Ben's industry experience was honed across his time with Securian, JPMorgan, and Fidelity Investments in their respective Institutional Asset Management divisions.