NEW YORK--(BUSINESS WIRE)--Today, Marstone Inc., a leading, independent digital wealth management platform, announced the experienced industry leaders serving on its Board of Directors and as Advisors to the company. Led by former AllianceBernstein CEO and current Chairman and CEO of Aperture Investors, Peter Kraus, the board is composed of financial industry leaders passionate about the opportunity Marstone provides for both customer acquisition and retention through digital engagement as well as the operational efficiencies its technology delivers. The board’s role is to guide Marstone on its strategic development, as well as facilitate relationships between the company and future partners, investors, and product champions. Most recently, the board advised Marstone on the hire of Christina Panay as the company’s Chief Client Officer. The board also contributed to successful partnership announcements with HSBC and BlackRock, as well as Marstone’s most recent integration with Interactive Brokers.
“Marstone’s success is driven by our ensemble of exceptional designers, developers, business strategists, board members, and advisors all of whom are committed to create a platform that meets the needs of retail clients, advisors, and institutions,” said Margaret J. Hartigan, co-founder and CEO, Marstone. “Prior to founding Marstone I worked as a financial advisor. In that role, I saw firsthand the challenges large financial organizations faced when working to adopt digital solutions. Through that lens I was able to envision the business we’re running today — a platform with rich integrations that make it easy to adopt, quick to deploy, and meaningful in its impact. With the help of our board and advisors, we’ve always stayed focused on providing a platform to empower the retail client, augment the advisor’s practice, and drive operational efficiencies and cost savings for institutions."
Marstone’s Board of Directors is made up of leaders of various facets of the financial industry from asset management to capital markets, as well as venture and private equity. The board is complemented by Marstone’s Advisors, whose experience further spans technology, law, marketing, and media. In addition to Founder and CEO, Margaret Hartigan, Marstone’s board includes:
- Peter Kraus: Chairman and CEO, Aperture Investors
- Tracy Killoren Chadwell: Founding Partner, 1843 Capital
- Kristen Dickey: Former Managing Director, BlackRock
- Michael Rafferty: CEO, Rafferty Holdings, LLC
- Richard Wastcoat: Former Managing Director, Fidelity International
Advisors include:
- Katherine Calvert: Chief Marketing Officer, Lithium Technologies
- Thomas E. Freeman: Former Executive Vice President, SunTrust
- John Liftin: Former General Counsel and Managing Director, The D.E. Shaw Group
- Seth Masters: Former CIO, AllianceBernstein - Bernstein Private Wealth Management
- Kelsey Weaver: Founder, Empact Innovation and Former Publisher, Bank Director
“Marstone is unique in the finance industry as Margaret saw — years ahead of others — that in order for digital engagement to be meaningful to an organization, it had to connect to the backend pipes upon which institutions are run,” said Peter Kraus, Chairman and CEO, Aperture Investors. “While fintech is a large category, those who have truly committed the time to these essential integrations are few and far between. Margaret saw these requirements and built a business to truly meet enterprise-level demands. For that reason, it’s an honor to serve as the Chair of the board and offer what opinions I can as the business grows.”
About Marstone
Marstone is a leading digital wealth
management platform with a mission to enhance financial literacy, deepen
financial inclusion, and humanize finance for all. Its enterprise-ready
solution, Powered by MarstoneTM, enables financial
institutions to efficiently and affordably reach, acquire, and retain
clients who seek straightforward information and engagement around their
finances.
As a proven and trusted technology partner, Marstone has comprehensive integrations with custodians including Pershing, core banking platforms including Fiserv, account aggregation platforms, and investment managers. These integrations, in addition to Marstone’s partnerships with globally recognized foundations including the World Economic Forum Centre for the Fourth Industrial Revolution and leadership participation in the Milken Institute's FinTech Advisory Committee, provide organizations the opportunity to deploy a technology that will help future-proof their businesses as consumer expectations for digital wealth management evolve.
To learn more about Marstone’s offering, please visit www.marstone.com or contact us at info@marstone.com.
