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

Finance

SMArtX Advisory Solutions

SMArtX Advisory Solutions' headquarters in West Palm Beach, FL, United States

Jonathan Pincus

Alex Barry

Damon Joyner

Daniel Helderle

Amy Kandravy

Lou Milano

Taylor Richardson

Juan Orellana

Brad Haag

Aaron Wormus

Alex Thompson

The Software Development team at SMArtX Advisory Solutions is responsible for designing, building, and maintaining the advanced technology platforms that drive the company's Unified Managed Accounts and enterprise TAMP solutions. This diverse group of engineers, specializing in various programming languages and technologies, collaborates to enhance system performance, develop new features, and ensure seamless integration, ultimately delivering innovative investment technology to clients.

Software Development

The Leadership Team at SMArtX Advisory Solutions drives the strategic direction and innovation of the company's unified managed accounts investment technology. Comprising key executives, including the Chief Technology Officer, Chief Product Officer, and Chief Compliance Officer, this team collaborates to enhance product offerings, ensure regulatory adherence, and oversee the integration of cutting-edge technology to better serve clients and maintain industry leadership.

Leadership Team

The Product Management team at SMArtX Advisory Solutions is responsible for driving the development and enhancement of the company's investment technology platforms. They work collaboratively to define product vision and strategy, conduct market research, prioritize features, and ensure that the unified managed accounts and enterprise TAMP solutions meet client needs and market demands. By leveraging the expertise of product managers and designers, the team ensures seamless user experiences while continuously innovating and improving the product offerings.

Product Management

The Trading Operations team at SMArtX Advisory Solutions is responsible for overseeing and executing trade activities within the Unified Managed Accounts framework. This team ensures the efficient processing of trades, manages trade reconciliations, and collaborates with stakeholders to optimize trading technology. Their efforts are crucial in supporting the seamless integration and operation of SMArtX’s award-winning investment platforms.

Trading Operations

This department focuses on driving sales initiatives and providing expert consulting to meet client needs.

Sales and Solutions

The Technology and Engineering team at SMArtX Advisory Solutions is responsible for designing, developing, and maintaining the cutting-edge investment technology that powers the company's Unified Managed Accounts and enterprise TAMP platforms. This team ensures optimal performance and reliability of the software infrastructure, while also enhancing user experience through innovative front-end solutions and robust engineering practices.

SMArtX Advisory Solutions

Org chart

Teams

Software Development

Leadership Team

Product Management

Trading Operations

Sales and Solutions

Technology and Engineering

Offices

SMArtX Advisory Solutions

Org chart

Teams

Software Development

Leadership Team

Product Management

Trading Operations

Sales and Solutions

Technology and Engineering

Offices

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