Vincent Pellegrini Joins Vestmark as Senior Vice President of Client Experience

Wakefield, MA - July 29th, 2015 - Vestmark, the leading innovator of advisory solutions and wealth management technology, today announced Vincent Pellegrini has joined Vestmark as the SVP of Client Experience. In this new role, Pellegrini will be responsible for defining VestmarkONE®’s User Experience and Information Visualization strategy. As the VestmarkONE platform evolves to connect all participants in the wealth management process , Pellegrini will work with the Product and Engineering teams to craft and deliver new, intuitive and collaborative user experiences – from centralized investment, compliance and operations teams to financial advisors and individual investors.

Pellegrini brings over 20 years of wealth management experience in senior leadership roles across technology, marketing and product management. Most recently, as Principal of Advanced Objects, Inc., Pellegrini guided product development, business development and marketing in providing innovative enterprise and mobile solutions for asset managers, broker-dealers, RIAs, TAMPs and insurance providers. Advanced Objects software and IP was acquired by Vestmark in July 2015.

Prior to Advanced Objects, Mr. Pellegrini was Chief Marketing Officer of Calamos Investments (NASDAQ: CLMS). Before Calamos, he was Head of Marketing and Customer Technology at Nuveen Investments. At both global investment firms, Pellegrini led large teams in defining and executing the online and offline marketing mix for retail investors, institutional investors and hundreds of thousands of advisors across multiple channels, segments, platforms and products.

“Vestmark has demonstrated a track record of constantly innovating ahead of the trend and providing a unique and powerful platform to clients and users,” said Vincent Pellegrini, SVP of Client Experience at Vestmark. “Given their tremendous growth, strong client partnerships and commitment to building our industry’s most comprehensive wealth management desktop, I’m thrilled to be joining the Vestmark team.

“The rate of change in our space is only accelerating. Helping individuals meet their investment goals and objectives is inherently complex. By combining sophisticated analytics with advanced visualization techniques, VestmarkONE has provided a superior user experience to allow existing clients to manage this complexity,” said Heeren Pathak, CTO of Vestmark. “In this role, Vince will provide increased focus at Vestmark around user experience to ensure the VestmarkONE platform continues to be an industry leader in enabling advisors, sponsors, and managers to deliver real-time access of information and investment advice to investors. We look forward to Vince bringing the same passion for client-focused innovation to Vestmark that he has demonstrated throughout his career.”

Pellegrini earned his BBA from the University of Notre Dame and Master’s Degree from Northwestern University’s Medill School.

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

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