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
WealthHub Solutions Crowned ‘Best CRM’ in the Family Wealth Report Awards 2021
WealthHub Solutions, a leading CRM provider servicing the North American [...]
WealthHub Solutions Expands Strategic Business Development Team with Market Veterans
PLYMOUTH MEETING, PA—April 12, 2021—WealthHub Solutions, the leading CRM [...]
WealthHub Solutions Named a Finalist in the Family Wealth Report Awards 2021
WealthHub Solutions, a leading CRM provider servicing the North American [...]
WealthHub Solutions Hires 25-Year Industry Veteran to lead Sales, Strategy and Marketing.
CONSHOHOCKEN, PA—May 26, 2020—WealthHub Solutions, the leading CRM provider [...]
WealthHub Streamlines Tax Preparation with Powerful New Module
Tax season transformed with new module to ease management [...]
Noted FinTech Entrepreneur Invests in Wealth Management CRM
$1.5M Seed Round to Drive Continued Market Growth CONSHOHOCKEN, PA—November [...]
Wealthhub Announces First American Trust as Trust Administration Software Client
CONSHOHOCKEN, PA—December 13, 2017—WealthHub Solutions, a leading provider of [...]
WealthHub Solutions Raises $1.6 Million to Fund Growth of Trust Administration Platform
WealthHub Solutions, the leading provider of fiduciary management software, announced [...]
HWA and WealthHub Announce Partnership for Trust Administration
HWA International and WealthHub Solutions Announce Partnership to Bring [...]
WealthHub Solutions Hires Leading FinTech Innovator as CEO
WealthHub Solutions, the leading provider of fiduciary management software, [...]
WealthHub (WealthCloud) Shortlisted for Family Wealth Report Awards 2015
WealthHub, the cloud-based, fully integrated Salesforce® platform with multiple [...]
WealthCloud Rebrands under New Name WealthHub
WealthCloud, LLC announced today that it is rebranding the [...]