Two wealthtech firms have announced new senior hires to boost their leadership capabilities.
At independent financial advisors platform AssetMark, Alyson Tucci has been appointed as senior vice president, Corporate Strategy & Corporate Development, with a brief of growth and providing greater value to advisors. It’s part of the firm’s strategy to accelerate growth, deepen advisor engagement, and expand into new channels.
“Alyson’s appointment reflects our commitment to building the leadership capacity needed to execute with speed and precision,” said Lou Maiuri, Chairman and Group CEO of AssetMark. “Her deep experience in wealth management and strategic consulting will be invaluable as we scale our platform, strengthen our advisor relationships, and deliver on our bold growth ambitions.”
Tucci was previously with management consultancy Alverez and Marsal, specializing in financial services, and her experience also includes roles at Cerity Partners and in wealth management units of JPMorgan.
AssetMark has been making moves further growth recently including the appointment of Phill Rogerson as SVP and head of the RIA Channel, the creation of 252 new jobs and a new East Coast hub with a $10 million investment in, and a planned expansion into private markets.
Meanwhile, at Dispatch, Chris Cook becomes head of solutions and security engineering, having joined the firm from Mariner where he was a former SVP of innovation and was instrumental in the mega-RIA’s transformation to a digital-first firm.
“The industry has a data problem – there is so much of it and this can slow firms down to the point of near paralysis,” says Cook. “From streamlining book of business transitions to simplifying account opening and synchronizing core systems, Dispatch is improving both advisor and client experiences. We’re turning data lakes into data rivers.”
Cook joins following the data orchestration firm’s $18 million Series A funding last week, led by Brewer Lane Ventures.
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Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
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