Wealthies Circle Showcase
2020 Wealthies Circle

DECEMBER 18, 2020

SHOWCASING THE 2020 AWARD WINNERS AND WEALTHIES CIRCLE MEMBERS
IN TECHNOLOGY - CTO AND CMO OF THE YEAR

Chief Technology Officer of The Year

WINNER: Matt Pistone

In the past 18 months, Matt has overseen the launch of Riskalyze’s all-new Detailed Portfolio Stats, Individual Security Analysis, Next Generation Risk Assessment, and Autopilot Connected Trading Platform...LEARN MORE

FINALIST - Nick DiLisi

Nick led the complete redesign of the eMoney development model from a single location, single team to Agile with 40+ teams of 250 people across four countries and over 20 states...LEARN MORE

FINALIST - Chris Hastings

In the calendar year 2019 alone Chris oversaw an astonishing thirty-one (31!) releases of Panoramix containing over 1,850 product improvements...LEARN MORE

FINALIST - Heeren Pathak

Heeren was awarded a patent for enhancements to trade processing enabling clients to efficiently rotate, route, and track all trades, at scale...LEARN MORE

FINALIST - Dynasty Financial Partners: Eric Castillo

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Marketing Digital Forum

Chief Marketing Officer of the Year

WINNER - Natalie Sunderland

Natalie Sunderland is a noted enterprise SaaS marketer with a track record of building iconic brands, creating new categories, and accelerating growth...LEARN MORE

FINALIST - Tony Stich

A standout of the conference circuit, Tony understands the value of in-person marketing and the potential ROI for sponsorships, as well as the lasting effect a memorable experience can have on a brand...LEARN MORE

FINALIST - Lonnie Macdonald

Lon was instrumental in Vestmark’s redirection from an engineering-centered organization to a client-focused one, best demonstrated by the acquisition of Adhesion Wealth...LEARN MORE

FINALIST - Snappy Kraken: Angel Gonzalez

FINALIST - Twenty Over Ten: Samantha Russell