InvestEdge Leadership

Jeff leads a team of talented technologist and product professionals focused on delivering ROI to customers using the InvestEdge’s Wealth Management SaaS platform. The teams deep experience in the wealth management industry enables them to build technology solutions that achieve the customers business goals. As the CTO of a software company that was bootstrapped, Jeff understands the value of each customer and resource decision.

Jeff uses his experience in developing, supporting, and selling the application to guide the product and technology strategic plan. Focusing on customer value has been the cornerstone of Jeff’s business approach, this has led to deep relationships with customers and peers. Fortunate to be part of the company’s growth from its early inception, that experience has given Jeff a unique perspective into all aspects of growing a company and the professionals required to make that happen.

Jeff leads a team of talented technologist and product professionals focused on delivering ROI to customers using the InvestEdge’s Wealth Management SaaS platform. The teams deep experience in the wealth management industry enables them to build technology solutions that achieve the customers business goals. As the CTO of a software company that was bootstrapped, Jeff understands the value of each customer and resource decision.

Jeff uses his experience in developing, supporting, and selling the application to guide the product and technology strategic plan. Focusing on customer value has been the cornerstone of Jeff’s business approach, this has led to deep relationships with customers and peers. Fortunate to be part of the company’s growth from its early inception, that experience has given Jeff a unique perspective into all aspects of growing a company and the professionals required to make that happen.