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


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


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.

Uma Darur

Customer Success

Uma is a certified Salesforce administrator with a passion to continue learning more about the platform.

Jim Tse


Jim applies 20 years of experience as a software engineer, web application developer, and data/ETL developer.

Alan Dong


Alan brings experience in data warehousing, data integration, and ETL development to WealthHub.

George Sarfo


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.