NEW YORK--(BUSINESS WIRE)--Marstone Inc., a leading digital wealth technology platform, today announced two new additions to their executive committees - Jerry Plush, Vice Chairman and CEO of Amerant Bank, joins the Board of Directors; and Allison Netzer, Chief Marketing and Strategy Officer at Nymbus, a leading provider of banking technology solutions, is the latest addition to Marstone’s Advisory Board.
Jerry Plush brings more than 35 years of experience as a key strategic and operations leader in the financial services industry. He joins fellow financial industry executives who are passionate about Marstone’s solutions for financial wellness and inclusion, and the commercial opportunities of the technology including customer acquisition, retention, and the operational efficiencies. Led by former AllianceBernstein CEO and current Chairman and CEO of Aperture Investors, Peter Kraus, the board’s role is to guide Marstone on its strategic development, as well as facilitate relationships between the company and future partners, investors, and product champions. Most recently, the board advised Marstone on the hire of Jon Stockdill as the company’s Chief Technology Officer. The board also contributed to successful partnerships with HSBC and BlackRock, as well as Marstone’s integration with Interactive Brokers.
Marstone’s Board of Directors is made up of leaders from various facets of the financial industry from asset management to capital markets, as well as venture capital and private equity. The board is complemented by Marstone’s Advisors, whose experience further spans technology, law, marketing, and media. In addition to Jerry Plush as well as Founder and CEO, Margaret Hartigan, Marstone’s board includes:
- Peter Kraus: chairman and CEO, Aperture Investors
- Kristen Dickey: former managing director, BlackRock
- Michael Rafferty: CEO, Rafferty Holdings, LLC
- Richard Wastcoat: former managing director, Fidelity International
“Marstone’s success is driven by our ensemble of exceptional designers, developers, business strategists, board members, and advisors all of whom are committed to delivering a platform that meets the evolving needs of retail clients, RIAs, community banks, and other financial institutions,” said Margaret J. Hartigan, co-founder and CEO, Marstone. “Prior to founding Marstone I worked as a financial advisor. In that role, I saw firsthand the challenges large financial organizations faced when working to adopt digital solutions. Through that lens, I was able to envision the business we’re running today — a platform with rich integrations that make it easy to adopt, quick to deploy, and meaningful in its impact. With the help of our board and advisors, we’ve always stayed focused on providing a platform to empower the retail client, augment the advisor’s practice, and drive operational efficiencies and cost savings for institutions."
Allison Netzer comes to Marstone’s Board of Advisors with 20 years of experience in sales, demand generation as well as brand and product marketing across financial, consumer, retail, and healthcare services. Allison’s contributions to Marstone’s board will help shape and drive interest from Nymbus’s banking clients, partners, and prospects.
Additional advisors include:
- Katherine Calvert: chief marketing officer, Lithium Technologies
- Thomas E. Freeman: former executive vice president, SunTrust
- John Liftin: former general counsel and managing director, The D.E. Shaw Group
- Seth Masters: former CIO, AllianceBernstein - Bernstein Private Wealth Management
- Kelsey Weaver: founder, Empact Innovation & former publisher, Bank Director
“Marstone is unique in the finance industry as Margaret saw — years ahead of others — that in order for digital engagement to be meaningful to an organization, it had to connect to the backend pipes upon which institutions are run,” said Jerry Plush, vice chairman & CEO of Amerant Bank. “While fintech is a large category, those who have truly committed the time to these essential integrations are few and far between. Margaret saw these requirements and built a business to truly meet enterprise-level demands. For that reason, it’s an honor to serve on Marstone’s board.”
About Marstone
Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all. Its enterprise-ready solution, Powered by MarstoneTM, enables financial institutions to efficiently and affordably reach, acquire, and retain clients who seek straightforward information and engagement around their finances.
As a proven and trusted technology partner, Marstone has comprehensive integrations with custodians including Pershing, core banking platforms including Fiserv, account aggregation platforms, and investment managers. These integrations, in addition to Marstone’s partnerships with globally recognized foundations including the World Economic Forum Centre for the Fourth Industrial Revolution and leadership participation in the Milken Institute's FinTech Advisory Committee, provide organizations the opportunity to deploy a technology that will help future-proof their businesses as consumer expectations for digital wealth management evolve.
To learn more about Marstone’s offering, please visit www.marstone.com or contact us at info@marstone.com.
