Bill has been CEO of Innovest since its inception. Prior to joining Innovest Systems, LLC, Bill was most recently in JP Morgan's LabMorgan eFinance business unit as its Entrepreneur in Residence. Prior to joining LabMorgan, Bill was a Managing Director at Bankers Trust Company, acquired in 1999 by Deutsche Bank, and spent more than nine years in various of its corporate and institutional trust and custody operations.

Bill's last assignment at Deutsche Bank was as Chief Executive Officer of the bank's wholly-owned subsidiary, The WM Company, PLC, based in Edinburgh, Scotland. The WM Company is a leading provider of record keeping and daily valuation services for mutual funds, unit trusts, and other investment vehicles to investment managers, pension plan sponsors, and others and had $500 billion of assets under its administration during Bill's tenure. The WM Company also offered investment analytics and performance measurement services to its clients.

Prior to joining Bankers Trust, Bill was a Vice President with Security Pacific National Bank responsible for mortgage trust services in its corporate trust division. Bill holds a Masters in Business Administration from the Wharton School of the University of Pennsylvania.

Steve has more than twenty years of business development experience in the financial technology arena. He currently manages the sales and global marketing strategy for Innovest's sophisticated trust and wealth management technology platforms, InnoTrust and InnoTrust Global.

Before joining Innovest, Steve was most recently responsible for all new business revenue generation for the Wealth Management Systems Group at Metavante Corporation, now FIS. Prior to that, Steve held senior sales management and marketing positions at SunGard Data Systems with new business and client management responsibility across several product lines.

Steve holds an undergraduate degree from the University of Illinois and a Masters in Management from Northwestern University.

In his role as Chief Security Officer, Vlad provides the organization with information security strategy, policy, standards, risk assessments, management processes and technology to ensure that Innovest's information assets, and those of its customers, are protected with appropriate levels of controls.

Before joining Innovest, Vlad was a deputy information technology operations manager for Science Applications International Corporation (SAIC). SAIC is a FORTUNE 500 scientific, engineering, and technology applications company focused on national security, energy and the environment, critical infrastructure, and health.

Prior to joining SAIC, Vlad held systems engineering positions at CGI Group Inc., and Hold Brothers.

Vlad holds a BA in Computer Science and Economics from Brandeis University and is completing his Master of Business Administration at the New York University Stern School of Business. Additionally, Vlad is a Certified Information Systems Security Professional (CISSP).

Brian has over 25 years experience in the financial industry, with experience split between Operations and Fixed Income trading.

Prior to joining Innovest in 2003, Brian spent five years with Prudential Retirement Services as a Director of Operations. Prior to joining Prudential, Brian worked for 13 years in National Westminster Bank's Treasury Division, where he was responsible for trading US Treasury Bills for the bank's Retail and Proprietary accounts.

Brian began his career in 1979 in the Operations Department of Lehman Brothers Kuhn Loeb, where he spent five years in a variety of back office positions.

Brian holds a B.S. in Business Management from the State University of New York.

Marty Joined Innovest in 2011 as the company's Chief Financial Officer. Prior to joining Innovest, Marty worked with Purolator International in 2009 as Director of Finance & Administration. He was responsible for the company's accounting and financial operations and for ensuring that the company's financial plans are aligned with overall strategic plans and long-term objectives.

Marty has built his career around the implementation of strategies focused on the improvement of bottom-line profitability. Prior to joining Purolator International, he served for five years as Chief Financial Officer for Wealth Management Systems, Inc., a leading provider of transaction processing software. Marty oversaw the company's entire accounting and finance operation. He was also instrumental in securing several rounds of private equity funding. Prior to that, Marty served as Chief Financial Officer for Mellon HR Solutions, LLC, a provider of human resources outsourcing services. During his tenure, Marty led the firm through several significant acquisitions and subsequent integrations.

Marty holds a Bachelor of Science degree in Accounting from Duquesne University, in Pittsburgh, PA, and an MBA from Fordham University, NY.

Gretchen has been with Innovest since 2005. She is responsible for client relationship management, client training, release scheduling, and resource planning.

Prior to joining Innovest Systems, LLC, Gretchen was a Fixed Income Product Lead with i-Deal, LLC. The company is an independent financial services technology company that delivers an innovative solution for the online syndication process. At i-Deal, Gretchen was responsible for business analysis, client implementations, client training and release coordination. Before joining i-Deal, LLC, Gretchen worked in Mutual Fund Operations at Lord Abbett & Co, LLC.

Gretchen has a Bachelor's degree in Business Management from Pace University in New York City. She is currently pursuing a Masters in Business Administration from the Stern School of Business at New York University.

In his role as head of Product Management, Dwight has responsibility for new client implementations, business analysis, and strategic product direction.

Dwight has spent his career years working with financial services firms assisting them with project and product management, new systems implementations, infrastructure enhancements.

Prior to joining Innovest, Dwight worked as an independent consultant, applying his specialized knowledge of global trust accounting systems and industry experience to large bank system conversion projects. As a consultant, Dwight provided expertise on system functionality, managed projects, and worked with development staff on requirements for internal system enhancements relative to trust accounting and performance measurement capabilities.

Before working as an independent consultant, Dwight was with Fiserv Investment Support Services, where he was a Business Applications Technical Analyst. At Fiserv, Dwight was responsible for various aspects of project management as it related to acquisitions, system conversions, internal development projects, and accommodating new business onto existing trust platforms.

Dwight has a B.A. in Business Administration/Finance from Fort Lewis College in Durango, Colorado.

Mark has more than 18 years of technology experience, with most of that time spent in the financial services industry. Mark has extensive experience in complex product design and implementation. He has entrepreneurial and commercial software experience including product development, launch, marketing, and distribution for enterprise-scalable products, channel products, consumer and workgroup products, and OEM products.

Before joining Innovest Systems, LLC, Mark was a Principal Engineer at i-Deal, LLC. The company is an independent financial services technology company that delivers an innovative solution for the online syndication process. He was responsible for Application Development, Technical Architecture, Database Design and managing several engineering projects in support of i-Deal's mission-critical financial services platform.

Prior to that, Mark was at MaxManager Corporation for two years, where he was the VP of Product Development and Co-Founder for the company that developed and marketed a software product that aggregated detailed online purchasing data while enhancing the end user's online shopping experience. Prior to that, Mark was with Wang Software for ten years, where he was a Senior Technology Manager in Application Development. Mark began his career at First Boston Corporation.

Sarah has over 20 years expertise in financial systems project management, with extensive knowledge of domestic US and global custody, trust accounting, retirement services, asset management operations, mutual funds clearance, and tax processing.

Before joining Innovest, Sarah was a project manager in the Global Operations/Investment Management Division of Goldman Sachs. Sarah also spent 11 years at Deutsche Bank and Bankers Trust, where she successfully managed a variety of projects, including reconciliation systems support, new business integration, custody and corporate actions workstation development, and a securities and pricing database implementation.

Sarah has a B.A. in Economics from Barnard College of Columbia University.