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Nice to meet you.

Our passionate team is reinventing workplace savings.

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

                        • Lori Hardwick

                          Lori Hardwick

                          Board Director, Chairwoman

                          RedRock Strategic Partners
                          • Aaron Schumm

                            Aaron Schumm

                            Board Director

                            • John Rettig

                              John Rettig

                              Board Director

                              • Justin Overdorrf

                                Justin Overdorrf

                                Board Director

                                Lightspeed Venture Partners
                                • Logan Allin

                                  Logan Allin

                                  Board Director



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