Since 2001, Vestmark has been committed to helping wealth management firms and their advisors deliver better investment outcomes for clients.
Looking back on 20 years of growth and milestones, we reflect on our teammates’ hard work and appreciate the clients whose shared successes have propelled us here. There have been plenty of challenges along the way, and though we have been extraordinarily lucky at times, one of the keys to our success has been the ability of our team to turn that luck into opportunity.
In the beginning, we were quite literally “sailing the ship as we were building it.” While we learned and made lots of adjustments along the way, we began with a guiding principle to build and enable the platform of the future. This vision was to help our clients to bring sophisticated advice to many millions more households and investors, and by doing so…..improve outcomes for so many families. This vision and the fact that we have always kept our clients in the center of all of our strategic decisions have been the other keys to our success.
We look forward to many more years enabling our clients’ evolution, growth and continued success. To all current and future clients, we commit to continued innovation and partnership to keep up with and navigate the unpredictable world and weather the unexpected.
The thing I’m most proud of at Vestmark is how we’ve taken on the most difficult part of the problem first. It’s all our code top to bottom and now we’re perfectly positioned to go up from there.
At Vestmark, there is plenty of room to add direct value to the outcome of the company. When I interview people, the reason they come here from larger companies to talk to us is because they just want to make a bigger impact.
To me, one of the great decisions that fueled our growth was identifying our core values of We Before Me, Knowledge Explorer, and Positive Energy. These values were not aspirational – they defined who we already were. They served as a filter for interviewing candidates and for evaluating ourselves. That’s why years later, even though we have grown a lot, we’ve maintained the culture that made Vestmark special in the early days.
What keeps me engaged? The people and the mission. Helping people to be able to achieve their financial goals and working with advisors is a big responsibility. We have some amazing clients – some very smart folks who have some interesting approaches to how they want to manage money – and working with them to help solve their problems and deliver a solution that really works for them is a cool and fun part of my role.