WHAT WE DOPortfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more. We continue to innovate based on our customer needs.
WHO WE AREPortfolio Pathway believes in an honest, upfront partner approach to working with customers. We want to help advisors grow their business without the “we know better” attitude. It starts with our simple process of learning about your business and applying our industry experience and technical skills to help streamline workflow, provide accurate reporting and minimize time spent on managing your business. From sales to service, we want to be a teammate without the ego.
Dave has been in the financial services industry for more than 23 years. In that time, he has had a blend of experience in trading, financial advisory services and technology. Since founding Portfolio Pathway, Dave has positioned the platform to service a variety of advisory businesses. Dave enjoys spending time with his wife and three kids, and is an avid hockey fan.
Ryan leads the company’s development efforts. Prior to joining Portfolio Pathway, Ryan worked on predictive analytics as well as software for the Affordable Care Act. Ryan is a critical part in solving the needs of customers through technology. When Ryan isn’t solving new challenges, he can be found working on his 1985 Chevy Camaro, playing his Jackson guitar, hunting from a tree stand or out fishing with his kids.
Samantha is passionate about customer experience. Prior to becoming COO of Portfolio Pathway she worked with two Fortune 500 companies on improving their contact center processes and capabilities. Samantha now oversees Portfolio Pathway’s analysis, support and data operations. In her spare time, she enjoys spending time with her husband and three children.
Anthony’s career has largely been a blend of his two passions, technology and helping people. Prior to joining in 2008, Anthony worked closely with advisors; consulting and training them on a custodial platform. Once at Portfolio Pathway, he was critical in the initial structuring and early development of the company’s core products and processes. His primary focus has been Relationship Management, Business Growth and Product Development. Outside of work, Anthony coaches baseball and loves spending time with his wife and three children at their local beach.
Victor leads the sales team for Portfolio Pathway. He has over 19 years of industry experience from managing the technology consultants at Schwab Advisor Services to leading the custodian relationship efforts at Envestnet Tamarac. He has a passion for solving the operating needs of financial advisors. Victor enjoys the outdoors and playing with his dog “Diva”.
Brian leads Portfolio Pathway’s marketing and brand strategies. He has over 30 years of entrepreneurial leadership and management, business acumen, and award-winning solutions/campaigns that stem across various industries, from conception through launch. His responsibilities include internal and client-related creative/marketing management, brand development, user focus design, interactive media, event planning, inbound marketing and content marketing communications. When time allows, Brian is also an avid artist and illustrator.