Our leadership

Prior to leading Advisor360°, Mike Fanning was Head of MassMutual U.S. Throughout Mike’s 37-year career he has held pivotal roles shaping technology strategies, driving digital transformation, and championing innovation in wealth management. He is a graduate of Brown University with degrees in Economics and Organizational Behavior and Management. 

Alex is responsible for the strategic direction and execution of Advisor360°’s information security, governance, and business resiliency programs. 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 in information security leadership from Brandeis University and a B.S. degree in information technology from the University of Massachusetts at Lowell.

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. He 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 holds a B.S. in physics from Boston College and an MBA from MIT’s Sloan School of Management.

Mat Mathews oversees and supports the entire product lifecycle, including product management, user experience, R&D, data management, operations, and innovation lab. Prior to Advisor360°, Mat was the GM of the AWS Transfer Family at Amazon Web Services. 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.

As Advisor360°'s CFO, Jason leads our finance and legal functions. He brings a wealth of expertise in corporate financial management and the SaaS space, including leadership positions at Vendr, DraftKings, and Vistaprint. Jason is a graduate of Bentley University.

Jeff leads the Sales and Marketing teams and is responsible for the company’s revenue generation strategy/execution and go-to-market approach. Prior to Advisor360°, he was Global Head of Channels and Partnerships and General Manager and Global Head of Morningstar’s Advisor Client Experience (ACE) team. Jeff was also a sales and relationship manager at BNY Mellon Pershing, Allstate Financial and Wells Fargo Financial. He holds a B.S. from the University of Illinois and an MBA from Northern Illinois University’s Graduate School of Business.

Abbe Gálvez Cordón leads our development activities, identifying new business opportunities and potential acquisitions while driving innovation and guiding the company through the strategic planning process. Abbe joins with extensive experience, most recently serving as Managing Director, Head of Wealth and WealthTech Investment Banking at Bank of America, and previously COO of U.S. Trust.

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. He holds a BSc in physics from Ben-Gurion University of the Negev.

As the architect behind Advisor360°’s 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. Prior to Advisor360°, Cynthia was Vice President of Demand Generation at Lionbridge, where she provided leadership for rebuilding demand generation from the ground up.

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. She holds a B.S. in Economics and Finance from Bentley University.

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. Prior to Advisor360°, she served as Director of Employee Efficiency and Analytics at Commonwealth Financial Network. She holds a B.A. in psychology from Anna Maria College.

Eric is responsible for Advisor360°’s enterprise sales organization, 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. Prior to Advisor360°, Eric held executive sales, revenue, and go-to-market leadership positions for SaaS firms targeting large financial services clients such as Allstate, Citigroup, Bankers Life, and HSBC. He holds a B.A. from Boston College and an MBA from F.W. Olin Graduate School of Business at Babson College.

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. Prior to Advisor360°, Lenny served as Vice President of Program Management Office and Quality Assurance at Commonwealth Financial Network. He holds a B.S. in business from Boston College and an M.S. in project management from George Washington University.