Testimonials

"For the fourth year in a row, our results validate how the creation of the right corporate culture can create powerful business advantages"

-George Donnelly, Editor

Boston Business Journal

"Vestmark attracts top talent thanks to its commitment to customer success, an experienced management team, innovative solutions, and a great culture."

- John Lunny, CEO

Vestmark

"Mr. Sheckler is a pioneer in the CIPM program and belongs to a select group of dedicated CIPM certificate holders whose mastery of the curriculum has been measured against a single, uniform, global standard of excellence,"

- Jeffrey J. Diermeier, CFA. President and Chief Executive Officer

CFA Institute

"We are excited to partner with Vestmark to develop the technology solution that will enable our financial advisors to practice a consultative, product-neutral approach,"

-Kristine Slamka, Director of Product Management

Baird

"The transition to Vestmark's Managed Accounts Platform represents a significant technological advance for our separate account business. It allows us to automate separate account administration, and enhance our overlay management capabilities.
It helps position our firm to offer multiple-discipline portfolios (MDPs) in a number of new distribution channels including high-net-worth, institutional and global clients."

- John T. Hailer, president and CEO

Natixis Asset Management Advisors

"The technology and servicing platform enables LPL advisors to compete in the high-net-worth marketplace with meaningful sophistication and unparalleled efficiency. The platform addresses the major challenges advisors typically face, such as investment management coordination, efficient account administration, and effective client communications.
This platform allows LPL advisors to deliver a superior investment product to their clients, and spend more time building and enriching client relationships."

- Kevin Keefe, Senior Vice President

LPL

"Investment managers are turning to global providers like JPMorgan for solutions that can help them increase their competitive advantage. Using JPMorgan's managed-accounts service [powered by Vestmark] will allow our clients to reduce operating costs, manage risk and avoid making large investments in service delivery platforms."

- Steven A. Smith, Senior Vice President, Managed Account Solutions

UMB Fund Services