Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans). They remove the friction points of confusion, cost, and compliance that come with traditional retirement plans through their easy-to-use digital platform, flexible plan design and investments, and lower cost-to-serve. Vestwell was built to work with advisors, accountants, and other financial professionals, where we become an extension of their practice while helping them scale through technology.

Finance

Vestwell

Aaron Schumm

Wendy Wu

Liz Gorson

Chloe Leclair

Oreoluwa Obayan

Lisa Yelton

Nicole Wood

Gina Maria Lemon

Scott Yin

Kelsey Weber Sarihan

Allison Wieser

Kian Rafia

John Farmakis

Douglas Magnolia

Jon Mark

Patty Kim

Ryan Anderson

Richard Tatum

Rob Molchon

Allison Brecher

Dave Sheen

Jonathan Ferrara

Leadership Team

Client Success and Relationship Management

Product Development and Engineering

Operations and Implementation

Marketing and Communications Team

Legal and Compliance Team

Teams at Vestwell