The Leadership Team at Vestwell is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to drive innovation and operational efficiency in workplace savings and investment solutions. They oversee key functions including finance, technology, product development, legal compliance, and customer engagement, fostering a collaborative environment that empowers employees and enhances partnerships with financial professionals. In addition, the Leadership Team focuses on cultivating a strong company culture and guiding the company towards sustainable growth in a competitive market.
Aaron Schumm
Founder and Chief Executive Of...
Allison Brecher
General Counsel & Chief Privac...
Brendan Keogh
Vp, Operational Finance
Dave Sheen
Chief Financial Officer
Jon Mark
COO
Jonathan Ferrara
COO, Head of Custody Platform ...
Patty Kim
Chief People Officer
Richard Tatum
President, Vestwell Workplace ...
Rob Molchon
Chief Technology Officer
Ryan Anderson
Chief Product Officer