Meet the Team
With over 100 years of combined knowledge, WealthHub brings together the industry’s best and brightest to deliver an exceptional, cohesive system that can’t be found elsewhere. Our team consists of internationally renowned experts offering insight garnered from the world of technology, trust administration, finance and business management. Contact us to learn more about our intuitive solutions for automating and streamlining trust management.
Jim Marks
President & CEO
Jim’s 30 years of experience as an innovator, analyst and executive in financial technology provides a uniquely suited background to lead WealthHub.
John Fetter
Director, Technology
John oversees all development, systems integration and security initiatives, with considerable experience in technology in the financial services sector.
Greig Carruthers
Director, Customer Success
Greig brings experience in trust fund account management to the critical customer service, implementation and sales support role.
Brittany von Czoernig
Sales
Brittany is a problem solver. She brings her experience of helping firms choose, adopt, and integrate financial technology into their day to day.
Jim Finegan
Sales
Jim brings a customer-centric approach and years of experiencing helping firms evaluate and implement technology to achieve organizational goals.
Jake Marks
Customer Success
Jake brings prior SaaS operations experience and Salesforce expertise to his roles in customer service, support, and marketing for WealthHub.
Carter Field
Customer Success
Carter uses his experience in Salesforce to perform critical customer service, implementation and technical support to our clients.
Paige Goodstein
Customer Success
Paige blends years of teaching experience with extensive Salesforce knowledge to help our clients get the most from WealthHub.
Jim Tse
Developer
Jim applies 20 years of experience as a software engineer, web application developer, and data/ETL developer.
Alan Dong
Developer
Alan brings experience in data warehousing, data integration, and ETL development to WealthHub.
George Sarfo
Developer
George draws on nine years of experience as a data engineer and data warehouse developer and is a certified AWS Solutions Architect and AWS Cloud Practitioner.
Board of Directors
Antony Joffe
Founder & Director
Antony’s recognition that the wealth management industry was sorely in need of a truly integrated, multi-application solution formed the vision that has become WealthHub.
Richard Vague
WealthHub Chair
Richard sees tremendous potential to transform the way in which ultra-high net-worth advisors manage their relationships and businesses.
Latest Headlines
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