On December 4, 2018, Vestmark will hold a one hour webinar discussing how to save time managing your investments through efficient portfolio management.
Throughout this webinar, Rob and Heeren will discuss how the Vestmark platform can improve the scale and efficiency of your portfolio management business. Rob and Heeren have been developing the technology since Vestmark’s beginning in 2001. Heeren, Chief Technolohy Officer is an award-winning technology veteran specializing in user experience, data analytics, web services, and information security. Heeren leads Vestmark’s Quality Assurance and product management team working with clients and industry partners. Rob joined Vestmark as the VP of Products in 2001 and is now the Corporate Strategy Officer. Rob handles overseeing the company’s corporate strategic initiatives as well as sitting on many panels for Vestmark around the country.
If you are a financial advisor looking to cut down on your administrative tasks then this webinar is for you. Not only will this benefit you, but also your clients. The VestmarkONE® platform will allow you to create custom portfolios for individual clients as well as create consistent, consolidated and integrated data providing a friction-less experience for clients.
UPDATE: Natixis Joins Vestmark’s Webinar
We are very excited to announce that Curt Overway from Natixis will be speaking alongside Rob and Heeren during our one hour webinar. He will provide valuable views from a client’s point of view using the VestmarkONE® platform. Curt is President and Portfolio Manager with Managed Portfolio Advisors®, a division of Natixis Advisors, L.P. Prior to joining Natixis, Curt was a vice president and principal at Jurika & Voyles, an investment management firm. Previously, he worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. Mr. Overway has more than 20 years of investment management experience.
By Haley Sayre, Associate Marketing Analyst