CLIENT ADVISORY BOARD

Shared ingenuity

Collaborating to solve real-world challenges

Meet innovators, like you

At Addepar, we believe that solving technology and data challenges for investment professionals requires tapping the best and brightest.

To work hand in hand on transformative tech and tools that deliver superior outcomes for you and your clients, each year we assemble an advisory board of thought leaders. These individuals are drawn from a variety of firms and roles to share diverse perspectives and insights.

Our shared goal is to create ingenious ways of addressing increasingly complex, real-world challenges.

Melissa Giles

Americana Partners / Executive Director, Portfolio & Platform

What recharges you?

Meditation, exercise, and my family

Melissa Giles

Americana Partners / Executive Director, Portfolio & Platform

Melissa is drawn to the reliability of mathematics and the uncertainty of investments. She began working in wealth management to pursue a dynamic, fast-paced career, but the industry’s never-ending learning curve has been her sticking point.

Inspired by community and creativity, Melissa is always looking to innovate in her role as Director of Portfolio Management at Americana Partners. “Innovation, to me, means bringing into reality a fresh new idea or concept. I like to think about what could be, visualize change, implement it and help others along the way.” Melissa exercises and meditates to recharge, but when she’s looking for a deeper reset, she always turns to her family.

Kyle Pohlman

Bartlett Wealth Management / Wealth Advisor and Principal

What inspires you?

Creators and artists of all kinds

Kyle Pohlman

Bartlett Wealth Management / Wealth Advisor and Principal

In a world full of noise, Kyle prides himself on his ability to separate the important from the peripheral. Though Kyle has worked in investments for 18 years – all of which have been spent with Bartlett Wealth Management – his passion for finance developed as an inquisitive teen in his hometown of Cincinnati. “My father opened a Roth IRA for me on my 16th birthday with a $1,000 deposit. The only rule was that I had to research my own investments. I was hooked.”

What started as an opportunity morphed into a lifelong career. While he recharges by working on his farm, it’s clear that his passion for wealth management has deep roots.

Kevin Hilden

Cerity Partners / Partner and Chief Operating Officer

What is your superpower?

I’m “ducklike” - calm above the surface, but paddling like crazy underwater

Kevin Hilden

Cerity Partners / Partner and Chief Operating Officer

As Chief Operating Officer and Partner at Cerity, Kevin Hilden finds himself at the intersection of operations, technology and human capital. It’s no wonder that he recognizes the importance of his teams for pushing the envelope.

“People often look at technology to be the source of inspiration for innovation, but when your people, your processes and your systems are working in harmony, you have the opportunity to transform not only how you do something but also what needs to get done.” Considered a trusted problem solver at the office, he also recharges by solving puzzles at home with his family.

Randy Conte

Cresset Capital Management / Chief Operating Officer

What recharges you?

Spending time at the lake

Randy Conte

Cresset Capital Management / Chief Operating Officer

On any given day, Randy can be found overseeing client services, implementing IT upgrades, building financial reports, working in operations, sitting in a strategy session, or directing an HR policy improvement. As Chief Operating Officer at Cresset Capital Management, his role is less about what it is than what it is not – and no two days are the same.

Randy’s experiences, in both large and small organizations, have helped him recognize the importance of strong team relationships and leadership for driving change. “Innovation, to me, is the shared process of creating something new and improved.” For inspiration, Randy looks to his family first but also counts on the support of a select group of mentors for advice and guidance.

Jane Eagle

Evoke Advisors / Partner, Chief Financial Officer and Chief Operating Officer

How do you innovate?

Keep an open mind and lack of ego

Jane Eagle

Evoke Advisors / Partner, Chief Financial Officer and Chief Operating Officer

Don’t be surprised if you catch Jane Eagle running. As a partner, CFO and COO of Evoke Advisors, Jane has a lot on her plate. She uses running as an opportunity to recharge and revitalize — to clear her mind and tackle whatever awaits. “I find that when I’m running, my thoughts flow freely and lead to new ideas and solutions.

Through it all, I have an innate ability to remain calm and respond to whatever challenges I encounter.” All of which enables her to work closely with team members to continuously innovate and achieve tangible results for the firm.

John West

Flatrock Wealth Partners / Co-Founder and Chief Compliance Officer

What’s your alarm clock?

As a lifelong fisherman, I rarely need one

John West

Flatrock Wealth Partners / Co-Founder and Chief Compliance Officer

After 25 years in institutional investing, John was inspired to co-found Flatrock Wealth Partners for one purpose: the clients. “We get to partner with incredibly gifted families, matching their wealth with their priorities and passions.”

John believes innovation is a process of continual discovery in order to make change happen, all with a goal of simplifying complexity and aligning objectives. When he’s not helping client families pursue their passions, he likes to spend time with his — heading up to the mountains or occasionally going deep sea fishing.

Amy DeTolla

Focus Financial Partners / Senior Vice President

What is your superpower?

Precognition or future vision

Amy DeTolla

Focus Financial Partners / Senior Vice President

Innovation is a part of Amy’s day-to-day life as Chief Experience Officer for Focus Financial Partners’ partner firm Connectus Wealth Advisers. She is responsible for the vision and architecture of Connectus’ fully integrated technology suite and digital-first client engagement platform. She also oversees Connectus’ merger integration activities – a position that requires “always-on” creativity and an ability to see ahead of the curve. “To innovate, you need to see what is possible, not what is.”

With over 25 years of experience in financial services, Amy has helped wealth firms transform, in part by implementing financial technology solutions like Addepar.  When Amy is not advising Connectus’ ever-growing consortium, she is likely out of the office enjoying outdoor activities and spending time at the beach with her husband, Joe.

Rob Wedeking

Geller Advisors / Chief Investment Officer

What recharges you?

Ocean fishing

Rob Wedeking

Geller Advisors / Chief Investment Officer

Whether you consider Rob’s 31-years in wealth management or the fact that he splits his time between winters in Palm Beach and summers in New Jersey, it’s clear he’s a master of strategic direction.

As Chief Investment Officer at Geller Advisors, Rob leverages his expertise to help coordinate and optimize his clients’ financial lives and philanthropic efforts. Despite this pragmatic mindset, it’s no surprise that Rob sees innovation as finding new ways to think about everyday needs. “I draw inspiration from people that are at the top of their game. This can be business people, artists, athletes. People that have a passion for doing their best and showing us things we never thought possible.”

Claire Rogan

GenTrust / Chief Financial Officer

What inspires you?

Successful women balancing careers and family

Claire Rogan

GenTrust / Chief Financial Officer

After years of working on Wall Street, Claire took a leap and moved to Miami for a role at GenTrust when it was still in start-up mode. Her experience in private equity, asset management and accounting made her the perfect candidate to help the firm accelerate its growth. As Chief Financial Officer, today she is responsible for the company’s financial reporting, budgeting and operations for private investments.

Embedded in all aspects of the business, Claire identifies innovation as key to their firm’s success: “It is critical to come up with new ideas that result in forward progress.” While she is glad she made the move to Miami, she recharges by taking a trip to the mountains to ski, snowboard or simply unplug and take in her surroundings.

Dean Horwitz

IEQ Capital / Partner and Chief Operating Officer

What inspires you?

Friends, family, and nature

Dean Horwitz

IEQ Capital / Partner and Chief Operating Officer

It’s no wonder Dean has a knack for spotting patterns that other people typically miss. Though he now calls the Bay area home, Dean was born to South African parents and has lived in Toronto, Orlando and Cincinnati.

This diverse geographic upbringing fostered his approach to problem-solving with an open mind and his understanding that change is key to successful innovation. “To me, innovation means breaking the norm and accepting that only change will make you stronger.” When the self-proclaimed “data junkie” isn’t crunching numbers, Dean can be found in nature, camping with his family or listening to audiobooks on long walks.

Tim Halladay

Jordan Park / Head of Operations

From where do you draw your inspiration?

I’m inspired by learning from people who work hard to be their best, then execute and deliver best-in-class service.

Tim Halladay

Jordan Park / Head of Operations

As the Head of Operations at Jordan Park Group, Tim and his team support all areas of RIA and Trust Operations including client reporting, performance, strategic projects, operational risk, client service and more. Tim was previously with Wells Fargo’s Wealth & Investment Management division where he was the head of Shared Service and Client Reporting within Operations. Prior to Wells Fargo, Tim worked at Goldman Sachs as a Global Operations Senior Leader, Vice President over Private Wealth Management client service, data aggregation, banking, reporting and RIA custody support.

Tim earned his bachelor’s degree from Utah Valley University and served on the alumni board there from 2010-2013. In his spare time, he enjoys fly fishing, golfing and spending time with family.

Stacy Beattie

Lido Advisors / Chief Operating Officer

What inspires you?

Finding new ways to overcome obstacles

Stacy Beattie

Lido Advisors / Chief Operating Officer

Alignment is important to Stacy, in the same way she ensures that all systems, resources and people required for the day-to-day operation of Lido Advisors align with the firm’s goals. And it’s important to how she balances her life — starting her days bright and early with a workout and a recharging hike in the mountains or a walk on the beach. “For me, innovation means challenging the status quo with intention.”

In addition, Stacy takes on projects with grit and a relentless midwestern work ethic one would expect from someone who earned degrees from Iowa State and DePaul University.

Matthew Shaia

Brockenbrough / Managing Director

What inspires you?

Those who lead by example

Matthew Shaia

Brockenbrough / Managing Director

After 13 years in wealth management, Matt still loves his job. His driving motivator is knowing that his business has a direct impact on his client’s bigger goals – from their individual aspirations, to long-term family plans or non-profit and charitable endeavors. At Brockenbrough, Matt leads investment operations, overseeing the firm’s reporting, accounting, legal and regulatory requirements.

With so many moving parts, he is always looking for creative ways to help the firm progress. “Innovation is iterating on and ultimately converting an idea into a viable, scalable solution to improve the client experiences or operational efficiency.”

Bryn Talkington

Requisite Capital / Managing Partner

What inspires you?

“Success is not final, failure is not fatal: it’s the courage that counts.”

- Winston Churchill

Bryn Talkington

Requisite Capital / Managing Partner

For Bryn, a 25-year financial services veteran and CNBC Contributor, life consists of three things: work, exercise and spending time with family — although not necessarily in that order. Drawn to a career in wealth management by watching her grandmother invest, she is now a managing partner at Requisite Capital, where she is motivated by her ability to make a meaningful impact on the lives of her clients.

When asked about innovation and inspiration, quotes from historical leaders initially came to mind, but in her own words: “Innovation is the intersection of creativity, imagination, ambition and execution.”

Duff Saxe

Summit Trail Advisors / Partner and Chief of Staff

What is your superpower?

Remaining focused through challenges

Duff Saxe

Summit Trail Advisors / Partner and Chief of Staff

After realizing that a career in professional golf was not in the cards, Duff instead tapped his passion for investing and began his career in wealth management. From there, he worked in several finance roles but ultimately returned to wealth management because of his passion for entrepreneurship and excitement for the growth potential of the industry. Inspired by his partners and colleagues, Duff is always looking for new ways to grow the Summit Trail Advisors business through innovation.

“I define innovation as an improvement that results in a better product, experience or the saving of resources. One key result of effective innovation is the scale that it adds to the business.”

Karin Blair

True Capital Management / Chief Investment Officer

What is your superpower?

Memory of an elephant

Karin Blair

True Capital Management / Chief Investment Officer

For Karin, there’s power in numbers. According to the 25-year industry veteran, collaborative team research is one of her keys to successful portfolio management. Her determination and creativity have allowed her to build a career in wealth management, while simultaneously blazing a trail for other women in finance. In her current position as Chief Investment Officer at True Capital, she is motivated by the potential to reinvent financial services for a new generation of investors.

“It is truly invigorating to be a part of a work culture that is determined to create investment opportunities that resonate with their client’s ideals and passions, not just the bottom-line.” Karin is a foodie at heart, always on the hunt for undiscovered restaurants off the beaten path, whether in the Bay Area or another country.

Michael Banchick

Winthrop Wealth / Chief Technology Officer

What is your superpower?

Identifying and cultivating superpowers in others

Michael Banchick

Winthrop Wealth / Chief Technology Officer

Inspired by his community and surroundings, Michael is proud to call Boston his home. “I love living in a city where we are surrounded by so much diversity, education, and business activity. I am inspired by people doing or producing something remarkable.”

As Chief Technology Officer for Winthrop Wealth, he aims to employ data and business automation to elevate customer experiences and gain a competitive advantage. By eliminating barriers to access and understanding data, he empowers his team to build and maintain long-term client relationships. When Michael is AFK (away from the keyboard), he can be found volunteering to develop the next generation of financial leaders and conserve the outdoors.