Diane’s deep financial experience includes 25 years in capital raising, M&A, financial analysis, and business startups. She was a CPA with Coopers & Lybrand, a Managing Director at a boutique investment bank, and was a key member of the capital markets teams at Covington Associates, Tucker Anthony Sutro, and Robertson Stephens. Diane has been an entrepreneur, mentors & teaches entrepreneurs, and loves to leverage her big finance skills to create a strong foundation for Wealthramp.
Adam is a lifelong technologist with over 20 years of commercial experience in delivering web/software products and services. Academically, Adam has always had a passion for AI. He has a 1st-class (Hons) BSc degree in AI & Cybernetics from University of Reading in England. Adam has worked with multi-national blue chips building enterprise platforms, and more recently with start-ups from seed to exit. He's managed both remote and in-house (50+ devs) scalable dev teams.
Christian is an angel investor with deep experience in B2C marketing and strategic partnerships with Fortune500 companies including Bristol-Myers Squibb, Marriot & Hilton. Most recently, Christian was the CMO at Hilton Grand Vacations.
Dan is the CIO of Nixon Peabody Trust Company, and former CIO of a prominent Boston-based fee-only RIA with over $1B in AUM. He is a thought-leader in the RIA landscape, as an ongoing contributor to US News & World Report and ThinkAdvisor.com, a regular guest on Bloomberg’s Baystate Business and a frequent speaker at regional, national and international investment forums.
Demos has extensive corporate management experience in retail and e-commerce. He drove growth, profitability and business transformation for companies like Barnes & Noble and Staples. He is an active investor in and advisor to a number of companies.
Rich is an active entrepreneur and philanthropist. He's a co-founder of EquityTrust, now one of the largest alternative asset custodian's in the country with over $32B in retirement assets under custody. He's also past President of the Retirement Industry Trust Association (RITA). On behalf of RITA and the self directed industry, he has worked with the Treasury Department, Department of Labor, Internal Revenue Service, the House Ways and Means Committee and the Senate Finance Committee.
Kent is a pioneer, market disruptor and thought leader in the financial wellness field and is recognized as one of the world’s leading advocates of employee financial wellbeing. He was the National Leader of PwC’s Employee Financial Wellness Practice, which specializes in providing un-biased financial education and wellness services. He’s the original author of PwC’s Annual Employee Financial Wellness Survey, and has been technical advisor and key contributor to four books on Financial Planning including NY Times Best Seller “Get a Financial Life”.
Manny is VP of Strategic Partnerships for Cover Genius, a leader in the embedded InsurTech space. He was formerly CRO at CoverHound, a pioneer in the InsurTech space that was acquired by one of the largest brokerage / Agency in the country. Manny has deep experience driving business growth and developing strategic partnerships with large affinity groups and Fortune 100 brands.
Terry Savage is a nationally recognized expert on personal finance, the economy, and the markets. An author of four best-selling books on personal finance and an award-winning journalist and speaker, Terry writes a weekly personal finance column syndicated in major newspapers and appears frequently on national television and radio programs. She has worked nationally with major corporations, including Allstate, Wal-Mart and McDonalds on financial literacy and employee empowerment.
We loathe lead-gen tricks. We love consumer privacy. We’re obsessed with our daily work to create the best experiences for our consumers and advisors. The Wealthramp team is efficient, intelligent, and fiercely fun to be around.
Believes in listening and learning from lots, and lots (and lots) of customer feedback
Challenges themselves – and each other – every day, while also having fun working as a unified team
Refuses to settle for less in creating the very best advisor matching platform, and ensuring it always exceeds the expectations of both investors and advisors
Has the all-in mission to make Wealthramp the only place consumers want to go to find financial advice they can trust
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