VESTWELL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 284173). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Other.
Showing 25 of 30 people.
| Name | Role | Location |
|---|---|---|
| Scott Duncan | CFO | Brentwood, TN |
| Aaron Douglas Schumm | CEO; CEO AND OWNER | — |
| David Paul Sheen | CFO | — |
| Allison Leigh Brecher | CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| Jonathan Ferrara | SVP OPERATIONS | — |
| Ryan Patrick Anderson | SVP PRODUCT | — |
| Richard Tatum | PRESIDENT, RETIREMENT SERVICES | — |
| Robert Molchon | CTO | — |
| Jonathan Mark | SVP, BUSINESS OPERATIONS | — |
| Patty Kim | SVP, HEAD OF PEOPLE | — |
| Danya D Dumbrill | CHIEF STRATEGY OFFICER | — |
| SHUCKEROW MICHAEL JOSEPH | CCO | — |
| KYLE THOMAS M | CCO, COO | — |
| ROCKLEY PAMELA LOUISE | CCO | — |
| SCHUMM AARON DOUGLAS | CEO; CEO AND OWNER | — |
| Pampel Joe | CCO, CTO; CHIEF INFORMATION SECURITY OFFICER; CTO | — |
| KYLE THOMAS MARVIN | CCO, COO | — |
| SHEEN DAVID PAUL | CFO; SVP FINANCE | — |
| ANDERSON RICHARD PATRICK | SVP HEAD OF PRODUCT; SVP PRODUCT | — |
| Brecher Allison Leigh | CCO; CHIEF COMPLIANCE OFFICER; CHIEF LEGAL OFFICER | — |
| THOMASON Benjamin C | EVP; EVP REVENUE | — |
| Ferrara Jonathan | SVP OPERATIONS; SVP OPERATIONS & PRODUCT | — |
| Yvon Abbey | SVP MARKETING; VP MARKETING | — |
| SKOVRON JOHN J | CTO | — |
| GORCZYCA ANN MARIE | SVP CLIENT SERVICES; SVP CLIENT SERVICES & OPERATIONS | — |