With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors.
GAINESVILLE and TAMPA, Fla. – August 20, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support the ongoing expansion and enhancement of TradePMR’s Fusion technology and Integration platform. Joining the technology team of nearly 100 professionals are:
- Marcel Tsai – Director, Vendor Integrations
- Laura Villanueva – Sr. UX Product Designer
- Rob Deguzman – Sr. Technical Product Manager
- Matt Feigenbaum – Sr. Quality Assurance Manager
“As we continue to stay ahead of demand for the technology independent advisors need to grow and succeed, it’s essential that we scale technology thoughtfully,” says R. Scott Victoria, CFP®, chief operating officer at TradePMR. “This involves continually evolving our capabilities and enhancing our service. Consistent with this approach, these four industry professionals will each play pivotal roles in our ongoing growth and transformation. Individually, they provide unique areas of expertise, and collectively, they bring knowledge and insight that will super-charge our operational excellence and further solidify our reputation as an industry leader in advisor technology.”
The new hires follow TradePMR’s recent appointment of Jon Patullo as chief product officer, underscoring the company’s strategic vision to enhance its talent pool with individuals who combine custody platform experience and technological expertise within the independent advisor ecosystem. Each of the new hires comes to TradePMR following senior leadership roles in technology at custodial firms.
Their extensive experience with advisor-focused technology fits seamlessly with TradePMR’s emphasis on streamlined processes and operational efficiency. Reporting directly to Victoria, each will play a crucial role in advancing TradePMR’s commitment to innovation within the Fusion technology platform. Designed as the cornerstone of an advisor’s technology arsenal, Fusion integrates a comprehensive suite of tools, including streamlined account opening, efficient account management, simple and advanced trading capabilities, fee calculation tools and robust client relationship management features.
The platform continues to evolve based on advisor feedback, including the recent launch of the Fusion Message Center, which provides a secure, efficient and user-friendly channel for communication and collaboration. Ranked as a top-rated advisor platform in the 2024 T3 survey1, Fusion is a fully integrated, purpose-built advisor platform. It has evolved over more than a decade based on user experience and feedback from thousands of independent RIAs.
“The Fusion platform's momentum reflects our deep commitment to addressing the specific needs of our advisors,” added Victoria. “As we continue to expand our capabilities based on their input, having the right talent in place is essential. We’re energized by the addition of these new team members, and we know they will make immediate contributions to our culture of continuous improvement and innovation at TradePMR.”
RIAs interested in discovering how TradePMR can support their firm’s growth are encouraged to get in touch or email hello@tradepmr.com.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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1 2024 T3 Inside Information Software Survey, Bob Veres & Joel Bruckenstein, January 2024
