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