Bob Ward

Bob is a financial services executive with over 25 years of experience in leadership positions across the financial technology space. Before joining Financeware as CEO, Bob was the CRO for VMS. Prior to VMS, he was COO of the SunGard (now FIS) Wealth Management business. Bob has served as Board Member for Envestnet Retirement Solutions, Wealthcare Capital Management, Merriman Holdings, and FinaConnect. He currently serves as an advisor to Jiffy.ai and Saxon Securities. Bob received a BA degree from Colby College and earned his MBA with distinction from Bentley University.