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 leadership team at Vestwell has experience in a variety of industries, including financial advising, software engineering, and product development. They have also held positions at a number of different companies, such as OfColor, Chalice Financial Network, and Plaid. In addition, the team has members with degrees from a variety of different colleges and universities, including the Gies College of Business at the University of Illinois Urbana-Champaign, Duke University's Fuqua School of Business, and DePaul University's College of Law.

Leadership Team

Board of Directors

CEO and Executive Team

Leadership Team

About

Team members

Other teams at Vestwell

Board of Directors

CEO and Executive Team