Portfolio company Vestwell has announced the creation of a new advisory board to provide guidance and advice as the firm grows past its August Series A raise.
The newly appointed Advisory Board members include: Josh Brown, CEO of Ritholtz Wealth Management Lori Hardwick, Founder & President at AI Labs, former Co-Founder & Group President at Envestnet, Inc. and Chief Operating Officer of BNY Mellon’s Pershing Aaron Schildkrout, Global Head of Growth & Driver Product at Uber Lowell Putnam, Co-Founder and CEO of Quovo Jamie Bernardin, Former CTO at Integral Ad Science & Founder/President of DataSynapse (acquired by TIBCO Software) Peter Kennedy, Former Chief Operating Officer TIAA Individual & Institutional Services, LLC. and former Chief Administrative Officer for the Managed Account Business at UBS Financial