What's In My Wealthstack

Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and focused on security.

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.

Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

Clint Walkner of $560 million AUM Walkner Condon likes the scope of an all-in-one platform but at times misses some best-of-breed tools.

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.