Robert J. Kirk

Rob is a Financial Services industry executive with over 28 years of experience in Brokerage, Wealth Management, and Clearance & Settlement. Throughout his career he has developed business aligned solutions that are built around the fast-paced evolution of technology and innovation. Previously, he was the Principal Consultant for Wealth and Brokerage at Mphasis, a Blackstone Company – where he drove over $100 million in business value to their clients and the firm. Prior to that he was the Chief Information Officer for 1st Global, a top 40 independent broker where he was responsible for all technology and advisor tools to more than 400 CPA & Legal firms with 1,100 independent financial advisors with assets under control of approximately $20 Billion.​

As CEO, Rob is responsible for establishing, growing, and providing proprietary AI – machine based learning that helps companies identify when their clients are likely to have important Life Events occur, what they could be, and how much of a financial impact that each could represent.