Your Senior Advisors
Each of us have a slightly different lens and skill set, but we are all live and breathe WealthTech
Senior Advisor
Brian Colville
25+ Years
Arden Advisory
- Strategic Advisor
Kearney Street Consulting
- Founder
Ceiba Capital Partners
- Managing Director
10x
- Solutions Architect
Colville Consulting
- CEO for 17 years
- Business & Technology consulting to large financial institutions
Cerity Parnters
- Invesment Operations Manager
StatiaFX
- Director of Advisor Product Services
Education
- Portland State University, Mathematics
Senior Advisor
Pam Cytron
30+ Years
The Founders Arena
- Co-Founder & President
Privacy Lock
- Board of Directors
Pendo Systems
- Founder & CEO
SS&C - DST International
- Executive Vice President
FIS - SunGard
- Executive Vice President
BlackRock
- Director
Advisory Boards
- First Rate Inc
- First Rate Ventures
- GoKnown LLC
- RegAlytics
Education
-DePaul University
Senior Advisor
Bob McGraw
25+ Years
West Village Advisory
- Partner
KPMG
- Partner, Financial Services Advisory
Temenos
- General Manager, WealthManager Product
Capgemini
- Practice Lead, Wealth Management
Paragon Solutions
- Director, Capital Markets Practice
Deutsche Bank
- Managing Director, Private Wealth
Accenture
- Senior Manager, Private Banks & Brokerages
Advintro
- Partner (Part-time)
Education
- Clarkson University, Business Management
Senior Advisor
John O'Connell, MBA
30+ Years
The Oasis Group
- Founder & CEO
Robust Wealth
- Chief Revenue Officer
Moody's RMS
- COO of Client Development
FYIsoft
- President
Oracle Cloud
- Senior Director, Sales
Merrill Lynch
- Led financial services technology global team
KPMG
- Manager, Management Consulting
Books Published
- The Rise of the Activist Investor
Education
- City University of New York
- Rider University, MBA
Head of Advisory Board
Marshall Smith, CIPM
17+ Years
First Rate Ventures
- Managing Director
Ventures in WealthTech Podcast
- Founder & Executive Producer
First Rate, Inc
- Chief Operations Officer
- Chief Product Officer
- General Manager, Service Bureau
Advisory Boards
- The Founders Arena
- OWL Analytics
- Regalytics
Education
- Dartmouth College
CEO
Kendrick Wakeman, CFA
30+ Years
qSpur Consulting
- Founder and Managing Partner
FinMason Inc
- Sole Founder and CEO
Lazard Asset Management
- Portfolio Manager/Analyst
Wachovia Corporate & Investment Bank
- Co-Head of Equity Linked Securities
- Head of ELS Origination
Forum Capital Markets
- Director of Research
Advisory Boards
- Sora Finance
- First Rate Ventures
- The Founders Arena
- Cmind, Inc
Education
- Dartmouth College
- CFA Institute
Kendrick is Registered Representative of BA Securities, LLC. Member FINRA SIPC.