Chief Executive Officer
CurrentPrivate Wealth Systems is the industry-defining global financial technology company that is revolutionizing the way private wealth is managed. Founded by pioneers of the consolidated investment reporting industry, Private Wealth Systems provides a total wealth dashboard with transaction-level-transparency so ultra high net worth investors and their advisors have instant access, understanding, and oversight over the drivers of risk, return, income and expense regardless of investment instrument or ownership structures. The Company’s unique multi-asset, multi-bank, multi-currency performance reporting platform provides account aggregation, data normalization, performance calculation and client reporting that elevates and differentiates the investor-advisor relationship. A simple touch on your mobile device and you have absolute unprecedented control and oversight over your entire wealth with reporting that is as personalized as you are. The company currently serves family offices across 5 continents, and remains committed to solving the 3 core challenges that have plagued the industry; data capture, data processing, and data presentation. https://privatewealthsystems.com
