The Wealthramp Way
An Experienced Team, an Innovative Culture
Founder and CEO
After working as a stock broker and member of the development team for the Schwab Advisor Services platform, Pam turned her efforts to consumer investor education and advocacy. As creator and executive producer of the award-winning PBS series MoneyTrack, and the author of The MoneyTrack Method, Pam helped millions of investors boost their financial literacy.
Diane’s deep financial experience includes 25 years in capital raising, M&A, financial analysis, and business startups. She served as Managing Director at BellMark Partners, a boutique investment bank, and was a key member of the capital markets team at Covington Associates, Tucker Anthony Sutro, and Robertson Stephens.
With more than 20 years of financial marketing and operations experience, Jeana’s background includes Charles Schwab, Zecco (now AllyInvest), Motif Investing (acquired by Folio), CoverHound, and Insureon. She has consistently proven success in growing revenue, increasing profitability, driving operations excellence, developing strategic partnerships and delivering a best-in-class customer experience.
VP of Engineering
Head of Digital Experience
Head of PR and Communications
Board Members and Advisors
Christian Hayes - Board Member
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.
Daniel S. Kern, CFA, CFP - Board Member
Dan is the CIO of TFC Financial Management, an employee owned 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 Parneros - Board Member
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.
Jared Kaplan - Advisor
Jared is a Board Director and former CEO of OppFi, Inc (NYSE: OPFI). Under his tenure as CEO, OppFi grew from 15 to 600 employees, $8mm to $400mm revenue, $0mm to $60mm GAAP net income and went public via SPAC in July 2021. Earlier in his career, he co-founded Insureon, led financial services investing for private equity firm Accretive LLC and was an analyst at Goldman Sachs.
Kent Allison - Advisor
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 Johl - Advisor
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 - Advisor
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.
The Wealthramp Mindset
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.
Wealthramp team members:
Live and breathe the company mission to help our investors find the right fiduciary advisor to reach their goals
Refuse to settle for less in creating the very best advisor matching platform, and ensuring it always exceeds the expectations of both investors and advisors
Challenge themselves – and each other – every day, while also having fun working as a unified team
Believe in trying new things, failing fast, and learning from lots, and lots (and lots) of data
Are open and transparent, and value continuous collaboration and endless learning
Are trustworthy, honest, and reliable
Are all-in on the mission to make Wealthramp the best fintech company in the universe