Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.

Finance

Vestwell

Aaron Schumm

Brian Guerra

John Farmakis

Douglas Magnolia

Danya Dumbrill Early

Jon Mark

Patty Kim

Ryan Anderson

Richard Tatum

Rob Molchon

Allison Brecher

Dave Sheen

Jonathan Ferrara

The board of directors at Vestwell has a history of experience in finance and technology. They have worked at major companies such as Morgan Stanley, Charles Schwab, Wells Fargo, NYFIX Inc, and the Boston Stock Exchange. They have also been educated at some of the top schools in the country, including Ball State University, Indiana University Bloomington, the University of Richmond, and Stanford University.

Board of Directors

Leadership Team

CEO and Executive Team

Board of Directors

About

Team members

Other teams at Vestwell

Leadership Team

CEO and Executive Team