Lambertville NJ _ December 19, 2016 — RobustWealth, the fast-growing automated wealth platform engineered for financial advisors, announces the addition of four new Advisory Board members.
• Bill Borchert – Bill founded IFS, Inc. (financial planning for business-owners) in 1985, and created BFSG (executive & director benefit plans & financing strategies) in 1998. He has led the firms to market leadership positions. Bill brings a wealth of experience from the community banking industry.
• David Lichtblau – As the CEO of ETF.com, David led the business through rapid growth and its successful acquisition by Bats Global Markets. He previously held leadership positions at Thomson Reuters, equity analytics firm StarMine, Informix Software, and Oracle.
• John Macllwaine – John serves as the CTO of the Lending Club. He is the former Head of Global Development for Visa, CTO for Envestnet, and was the CTO of Morgan Stanley’s retail brokerage business.
• Sue Thompson, CPA, JD – Sue is the CEO of Thompson Peak Advisory and a former Managing Director of BlackRock, where she headed distribution for asset managers, hedge funds, family offices and Registered Investment Advisors.
“We are excited to have the counsel of such an experienced and talented board,” said RobustWealth’s founder Mike Kerins, CFA, FRM. “In the coming month, we will announce our new CEO and the close of our recent funding round.”
RobustWealth is a complete Robo-advisor platform built upon three key attributes: 1) A true private-label technology solution for its financial advisor clients, 2) Sophisticated institutional-quality goal & risk based portfolios for their customers, and 3) Seeking to deliver a low-cost but best-in-class Robo experience.