Zohar Swaine, former managing director with TD Ameritrade Institutional and one of WealthManagement.com’s Ten to Watch for 2014, has joined New York-based Vestorly, a digital content marketing platform, as a strategic advisor and interim chief strategy officer.
Most recently, Swaine was president of inStream Solutions, a technology start-up that creates financial plans and then monitors market events and life cycle changes to generate alerts for the financial advisor and investors. He left in July of this year to launch his consulting firm, Mink Hollow Advisors. Swaine started the firm to bring his expertise of RIA technology to the broker/dealer world.
Prior to joining inStream, Swaine spent many years at online brokerage giant TD Ameritrade Institutional, where he gained renown for helping develop and roll-out an innovative, open access platform for TD’s RIA customers. Swaine’s legacy had been opening up access to VEO, the interface to TD Ameritrade’s brokerage workstation, which allowed a multitude of outside technology companies to develop tools and products that plug right in.
In the new role at Vestorly, Swaine will assemble an advisory board of financial advisors, marketing professionals and technologists in financial services. He’ll also work closely with the founders to generate a plan for 2014.