Leadership Meet our leadership team We are built from some of the top minds in growing wealth management firms in the modern era. Jud Mackrill Cofounder Kyle Van Pelt Cofounder Kim Mackrill President & Cofounder Kailash Duraiswami Chief Technology Officer Scott Klaassen Managing Director Jennica Fernen VP of Design Jessica Perez VP of Growth & Biz dev Ashley Long Director of Client Success Nico Zarris Director of Product