Our leadership

Meredith is responsible for improving the overall employee experience through effective HR initiatives aligned with Advisor360°’s business strategy. She leads the company’s people strategy and functions, including talent acquisition, talent management, learning and development, employee relations, organizational design, HR systems, and total rewards. Prior to Advisor360°, Meredith was the Chief Human Resources Officer and head of internal communications for Monster Worldwide. Meredith holds a BA in communications from Le Moyne College and studied law at Boston University.

Alex is responsible for the strategic direction and execution of Advisor360°’s information security, governance, and business resiliency programs. He manages the safeguarding and protection of all sensitive client and company information assets. Prior to Advisor360°, Alex was the CISO at Commonwealth Financial Network and has served in InfoSec leadership roles within the financial services, market research, and military sectors both in the UK and U.S.

Alex holds an MS degree in information security leadership from Brandeis University and a BS degree in information technology with a minor in business from the University of Massachusetts at Lowell. Alex’s industry designations include Certified Information Systems Security Professional (CISSP) from ISC2, and Certified Information Security Manager (CISM) and Certified in Risk and Information Systems Control (CRISC) from ISACA.

Rich is responsible for Advisor360°’s strategic development efforts, seeking new business opportunities and solving organic and inorganic growth challenges. A senior business leader with decades of financial services knowledge and experience, he builds strategic partnerships, fosters OEM and reseller relationships, and spearheads acquisitions to further our growth. Prior to Advisor360°, Rich worked at Fidelity, State Street, and JPMorgan Chase, leading institutional services, operations, and product management organizations. Rich holds an MBA from Babson’s F.W. Olin School of Business.

Jed leads a globally distributed and diverse team of technologists responsible for building and operating the company’s market-leading, award-winning, innovative products and platform. Jed oversees Advisor360°’s Data, Platform, and Product Engineering teams and is responsible for accelerating research and development across the platform and spearheading development of future product capabilities.

Jed joined Advisor360° in June 2019 and brings more than 25 years of experience designing and implementing scalable digital solutions for financial services organizations. Prior to Advisor360°, Jed led technology organizations at Mellon Investments, MFS Investment Management, Accenture, and IBM. Jed holds a BS in physics from Boston College and an MBA from MIT’s Sloan School of Management.

Mat Mathews oversees and supports the Product team with all future and existing initiatives. Mat comes to us from Amazon Web Services, where he was most recently the GM of the AWS Transfer Family, a B2B data integration service for large enterprises. Before Amazon, he served eight years as the VP of Product at Plexxi (purchased by HPE) and then subsequently ran the Composable Fabric business unit for HPE. Mat is skilled in complex technology markets and focused on distilling strategies into compelling stories and driving action by building and motivating high-performance teams. He earned his undergraduate degree in computer systems engineering at UMass Amherst.

Chris is responsible for telling the Advisor360° story, addressing clients’ pain points, and connecting firms with the services and products that make their jobs easier and more efficient. He leads the next stage of growth in sales, ensuring that Advisor360° reaches its go-to-market sales strategy. He is responsible for acquiring independent, insurance, and broker-dealer clients; developing the salability of our productivity tools; enabling sales improvements; examining growth opportunities; developing company sales targets; and tapping into new markets. Prior to Advisor360°, Chris served as Executive Vice President, Director of Sales at InvestEdge and co-founded FolioDynamix, a sales-focused SaaS wealth management technology platform. Chris holds a BA in management from Hartwick College.

Jeff Schwantz leads the Sales and Marketing teams and is responsible for the company’s revenue generation strategy/execution and go-to-market approach. A proven thought leader with over 24 years of experience in the financial services industry, Jeff frequently presents at industry conferences, executive roundtables, workshops, and seminars. Prior to joining Advisor360°, he was the Global Head of Channels and Partnerships and General Manager and Global Head of Morningstar’s Advisor Client Experience (ACE) team, responsible for leading the global execution of Morningstar’s software business serving the needs of asset managers, asset owners, broker-dealers, registered investment advisers, family offices, and bank wealth management organizations. Jeff was a sales and relationship manager at BNY Mellon Pershing, Allstate Financial and Wells Fargo Financial. He holds a BBA from the University of Illinois and an MBA from Northern Illinois University’s Graduate School of Business. He was a contributor to and featured in the book Five Keys to Powerful Business Relationships (McGraw-Hill, 2013). 

Doug is responsible for improving the Advisor360° client experience by closely aligning with our clients, focusing on understanding their objectives, and ensuring their success. He is also responsible for delivering and maintaining our back office and SaaS platform infrastructure. His teams cover service and support, customer success, and operations activities. Prior to Advisor360°, Doug’s experience was built in product development and business with a focus on enterprise systems, including communications, internet infrastructure, operating systems, software systems, and storage platforms. In addition to holding 12 patents, Doug holds a BS in computer science from Worcester Polytechnic Institute.

Suzanne oversees the client-facing roadmap and long-term vision for the Advisor360° product. She champions the Advisor360° customer while ensuring the platform adheres to the ever-changing landscape of the wealth management industry. Suzanne is responsible for implementing our current digital onboarding system, model management platform, and the new advisor experience.

Before joining Advisor360°, Suzanne spent 26 years with Commonwealth Financial Network. While serving as their Director of Product Development, she engaged with advisors to help understand their business needs to help drive impactful, creative solutions to increase efficiency and productivity. She holds a BS in Economics and Finance from Bentley University.

Brendan is responsible for ensuring the organization operates in a legal and ethical manner while meeting business goals and fulfilling the company’s mission. As General Counsel, he manages the impact of external factors and limits risk exposure to the company. Prior to Advisor360°, Brendan held several roles at Commonwealth Financial Network for 19 years, with previous experience at State Street and Putnam Investments. Brendan became a lawyer and started serving as Legal and Compliance Counsel at Commonwealth Financial Network in 2008 until he joined Advisor360° in 2019. Brendan holds a JD in business law and financial services from Suffolk University Law School, an MS in information security leadership from Brandeis, and a BA in international relations from the University of Wisconsin—Madison.

Michele is responsible for setting strategic roadmaps for enterprise data capabilities and driving growth across the firm related to data initiatives. With a deep background in data from both technical and business perspectives, Michele orchestrates an array of solutions across a broad spectrum of data subject matters including data pipelines, analytics, governance, and accessibility. Prior to Advisor360°, Michele served as Director of Employee Efficiency and Analytics at Commonwealth Financial Network, where she developed a cross-functional efficiency team comprised of product owners, business leaders, and technical experts. She holds a BA in psychology from Anna Maria College.

Eric Esfahanian is responsible for Advisor360°’s Enterprise Sales org, tasked with building and leading a high-performance team to drive strategic sales efforts with enterprise wealth firms. He brings a broad range of leadership experience in the SaaS space spanning high growth early-stage firms along with Fortune 500 enterprises. Prior to Advisor360°, Eric held executive sales, revenue, and go-to-market leadership positions for both venture-backed and private equity-backed SaaS firms targeting large financial services clients such as Allstate, Citigroup, Bankers Life, and HSBC. He holds a BA from Boston College and an MBA from F.W. Olin Graduate School of Business at Babson College.

Gilad directs cross-functional teams of technical experts to deliver innovative products and solutions. A proven enterprise solution leader, he is responsible for product development, including architecture, software development, verification, requirements generation, systems integration, and project management. Prior to Advisor360°, Gilad served as Vice President of Engineering at Hewlett Packard Enterprise where he managed engineering for HPE Plexxi software-defined networking products. He holds a BSc in physics from Ben-Gurion University of the Negev.

Cynthia is the architect behind Advisor360°’s marketing. As head of marketing, Cynthia develops the go-to-market strategy and leads marketing efforts including positioning, content, demand generation, digital, and product marketing. She has two decades of experience in B2B marketing, developing strategies and programs that drive growth for Software as a Service (SaaS) platforms. Cynthia has company experience leading the transformation of a global demand generation team and technology startup experience building growth engines. Prior to Advisor360°, Cynthia was Vice President of Demand Generation at Lionbridge, where she provided leadership for rebuilding demand generation from the ground up.

Lenny is responsible for Advisor360°’s beginning-to-end client onboarding experience, ensuring the success of cross-functional teams in introducing independent, insurance, and broker-dealer clients to our products. He is responsible for integrated planning/PMO, client requirements, definition and gap analysis, application customization/configuration, data conversion, client readiness, and go-live execution. Prior to Advisor360°, Lenny served as Vice President of Program Management Office and Quality Assurance at Commonwealth Financial Network. He holds a BS in business from Boston College and an MS in project management from George Washington University.

Brian is responsible for all company operations and works to build, retain, and lead teams focused on the overall quality of our platform. An expert in enterprise-scale SaaS applications, he ensures our delivery professionals and client advocates understand and support the needs of top wealth management firms. Prior to Advisor360°, Brian developed cloud strategies as Vice President & CTO of Oracle’s Cloud Business group, advising customers, partners, and early-stage start-ups on using cloud technologies in enterprise-scale SaaS applications. He has also held senior roles at Fairmarkit, Lenovo, and EMC. Brian has an MCS in computer software engineering from the University of Rhode Island.