WealthForge CEO and leadership

Kyle is a driven financial professional and results-oriented leader with significant experience in financial technology operations and institutional portfolio management. As CFO at WealthForge, Kyle manages the internal resources of a growing FinTech company dedicated to the simplification of raising private investment capital. Kyle's advanced data analysis skills and his ability to add value through actionable business insight are cornerstones of his career. His microlending experience in Nicaragua and passion for community development help round out his diverse skill-set. Specialties: Corporate Finance, Accounting, Board Reporting, Capital Budgeting, Scale, Private Placement Administration, Private Investments, Portfolio Management, Investment Evaluation and Due Diligence, Data Analytics, Microlending Operations

As former President and COO of an IT consultancy and most recently as an investment banker, Jim has developed a refined understanding of the operational and financial attributes of successful companies. During his 30 years of experience, Jim has worked at a variety of companies ranging from a boutique business brokerage to a Fortune 1000 corporation. Jim holds two Virginia Tech undergraduate degrees in Business Administration and Finance and an MBA from Virginia Commonwealth University. He holds his Series 7, 79, 24, 27, 63 and 99 licenses. Jim enjoys Chesapeake Bay sailing, crafting furniture and all that goes with being outdoors.https://brokercheck.finra.org/individual/summary/5721253

Obie Quelland is a CTO at WealthForge and is based in Richmond, Virginia. He has worked as Software Development Mananger at SECURITY NATIONAL FINANCIAL CORP and Manager, Software Development at Elephant Insurance. Obie attended University of Virginia between 1997 and 1998 and University of Mary Washington between 1993 and 1997.