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Bill McFadden

President

  • 25+ years as a Financial Services Executive and Entrepreneur
  • Owner of Sixline, an investment advisory consulting firm
  • Former lead of Business Development for CGI
  • VP Business Development at SunGard
  • Co-founder of Investor’s View (sold to SunGard)
jack-curran

Jack Curran

EVP Sales

  • 30+ years as a Financial Services Executive and Entrepreneur
  • Experience investing in, building, and leading firms
  • Sales leader for CAPIS
  • Founder of FinTech Securities (sold to Innovest)
  • Managing Director SunTrust Robinson Humphrey
  • FINRA licenses 6, 7, 9, 10, 23, 28,53 and 63

Harry Cubit

EVP Client Experience

  • 30+ years as a Financial Services Executive and Entrepreneur
  • Former SVP at Envestnet and SEI leading Solution & Service initiatives
  • Principal at UBS and Vanguard responsible for creating, and implementing wealth management solutions

Lisa Warren

EVP Product Mgmt.

  • Founding Principal of GreenHill in 1991
  • Extensive experience partnering with clients to explore & deliver service enhancements and new functionality
  • Designed & directed the development of the platform providing web-based, dynamic, real-time reporting

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