Boston Wealthtech FinMason Grows Team

Finmason
FinMason, a Boston-based financial technology and investment analytics firm, announced today that three industry veterans have been added to their growing staff. The appointments add three in essential leadership positions in data science, marketing and sales for one of the largest independent analytics platforms in the wealth management industry.

“The financial technology landscape is quickly shifting for advisors, and as a growing fintech firm, we wanted to select leaders that can grow and quickly adapt to that changing landscape,” said Kendrick Wakeman, CFA, CEO and founder of FinMason. “These three individuals have a track record of building innovative tools and solutions and have a proven ability to drive growth. They will be a tremendous resource for the team at FinMason, as well as the advisor and investors we work with.”

INDUSTRY EXPERTS JOIN TEAM

Mark Carroll joins FinMason as the director of data science. Carroll was previously the lead financial engineer for the risk and valuation product group at Eze Software. Prior to Eze, he was the director of research at Direxion. He graduated magna cum laude in mathematics from Columbia University and has a master’s in computational finance and risk management from the University of Washington’s applied mathematics department.

Bob Leaper has been named head of marketing for FinMason. Leaper was formerly involved in helping financial technology firms with go-to-market strategy and sales execution for more than 20 years, including roles as head of global sales and marketing at Eagle Investment Systems, interim CEO of start-up Data Agent, head of sales at start-up Verilytics, Inc. and head of global business development at Thomson PORTIA. He also spent several years as a bond arbitrage trader, and attended Stanford Graduate School of Business and Drew University.

Rich Lenihan has been appointed the director of enterprise sales. Lenihan spent the first 13 years of his career at Oppenheimer, Cowen and Paine Webber before making the leap over to WealthTech, where he has been operating in a senior business development role for the last 17 years. He was one of the founding partners of Greentrak, which was acquired by Advent Software in 2002. He spent the next 12 years at Advent as a senior account executive in business development before moving to Informa, where he spent the last three years doing what he loves: helping advisors find the right solutions to help them and their clients be successful.

For more information about FinMason and their investment analytics platforms, go to http://finmason.co/about.

ABOUT FINMASON, INC.

FinMason is a Boston-based financial technology and investment analytics firm dedicated to providing tools that help financial advisors and their clients move forward with confidence. FinMason’s cutting-edge platform analyzes millions of global investments and delivers institutional-grade analytics at scale via three core products: FinRiver™ provides financial technology platforms with robust analytics and proprietary data sets via lightning-fast APIs; FinScore Pro™ provides financial advisors with a quick, intuitive and uncomplicated risk assessment tool that systematically develops a mutually understandable, bright-line agreement on risk from each client and prospect; and FinScope™ provides compliance teams with a way to screen through each client portfolio every night with robust analytics to detect problems before they become problems. For more information, visit www.finmason.com or follow @finmasoninc on Twitter.

Source: PRNewswire