SMArtX Advisory Solutions

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Award winning Unified Managed Accounts Investment Technology, powering SMArtX and enterprise TAMP platforms.

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Jonathan Pincus

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Aaron Wormus
Chief Technology Officer
Alex Thompson
Chief Product Officer
Dan Phillips
Chief Investment Officer
Lou Milano
Chief Compliance Officer
Brad Haag
Executive Vice President, Asset Manager Solutions
Brett Murray
SVP Enterprise Sales
Maggie Mehringer
Vp, Enterprise Consulting
Maxwell Bennett
Managed Accounts Trader
Jason Dawson
SVP Of Trading
David Robinson
Head, Strategic Relationships
Juan Orellana
Director of People Operations
Beau Berry
Trade Operations Specialist
Esmé Woody
Sr. Business Analyst - Investment Operations