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NextCapital's Digital Advice Platform is a holistic service built around the investor, providing world-class advice at an affordable price. It is the only service that offers integrated planning, advice, and portfolio management capabilities. Because of the breadth of advice services, NextCapital serves a broad range of investor types, from the low-balance beginning investor to the sophisticated high-net worth inv...


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John Patterson
Founder, CEO, & Chairman
Jon Hagen
Founder & CTO
Dirk Quayle
Founder, President, & Board Member
John Belcaster
General Counsel & Chief Legal Officer
Brian Henery
Director, Security Architecture
David Slusarski
VP, Portfolio Operations
Elizabeth Kigin
VP, Business Development
Jack Belcaster
Director, Revenue Operations
Jared Melnyk
VP, Partner Success
Jessica Formas
Director, Retail Operations
Rob Foregger
Founder, EVP, & Board Member
Robert Geboy
Director, Solution Architecture
Sam Patterson
Director, Financial Advisor Channel
Sarah Robertson
Director, Solution Services
Sean Cusick
Senior Director of Product & Design
Tom Patterson
Director, Engineering
Tristan Linke
VP, Methodology & Research
Wiley Green
Director, Advice Finance

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