SAN FRANCISCO--(BUSINESS WIRE)--SharesPost, Inc., a leading liquidity provider to the Private Technology Growth asset category, today announced that Jeff Miller, an investor and leader of wealth management businesses and technology platforms, has joined its Board of Directors.
Miller has extensive experience investing in, building and managing tech-enabled wealth management and asset management platforms for financial advisors. A former attorney, Miller is President and Chief Operating Officer of Truelytics, a business analytics firm serving the wealth management industry.
“Jeff’s experience and leadership will be invaluable to the growth of our asset management business and creation of new investment products for family offices, wealth advisors, asset managers and financial planners seeking to invest in the Private Growth Equity asset class,” said SharesPost Founder and CEO Greg Brogger. “Jeff’s insight will help SharesPost partner with the wealth management, investment management and broker dealer communities.”
In addition to Truelytics, Miller has served in senior level executive positions for UBS, Mercer, Putnam Investments and Smith Barney. At UBS, he had responsibility for nearly all products in the US, including fee-based advisory, financial planning and products, and most tools used by financial advisors. At Mercer, he was Global Executive Committee member, President and Group Executive of Mercer Global Outsourcing, President of Mercer Trust Company, and Head of Mercer’s Global Operations and Shared Services Group. At Putnam, he was Head of Europe Distribution, U.S. Defined Contribution, Variable Annuities and Private Asset Management. At Smith Barney, he served as Head of Defined Contribution and Retirement Plan Services, and as a financial advisor. Miller earned a Bachelor of Science degree in Business Administration from Boston University’s School of Management and a law degree from American University’s Washington College of Law.
“SharesPost is the clear leader in providing liquidity and insight to the venture capital ecosystem,” Miller said. “I look forward to working with the SharesPost team to expand its suite of solutions for investors, RIAs and other wealth management professionals investing in this dynamic asset class.”
About SharesPost, Inc.
SharesPost is a FINRA-registered broker-dealer and SEC registered Alternative Trading System as well as a Registered Investment Advisor. SharesPost helped launch the private tech growth market in 2009 and has built one of the leading platforms for secondary transactions and digital securities. SharesPost provides the private tech asset category with a suite of trading and lending solutions to facilitate shareholder and option holder liquidity. With more than $4 billion in secondary market transactions in the shares of more than 200 leading technology companies, SharesPost provides the trading, research and online tools to transact in the private market with confidence. For information, visit sharespost.com.