What's In My Wealthstack

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.

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.

Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

Gregory Gardner relies in large measure on technologies from Orion Advisor Solutions to run and manage his $85 million in AUM RIA, but has gone a different route with some of his tech.