TradePMR Adds Industry Veteran Jon Patullo to Leadership Team

Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors

GAINESVILLE, Fla.--()--TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the appointment of Jon Patullo as Chief Product Officer. Patullo brings to the TradePMR team a unique combination of custody platform experience and deep knowledge of technology and integration solutions within the independent advisor ecosystem. His background includes executive and leadership roles at Apex Clearing, Charles Schwab & Co. and TD Ameritrade. Patullo joins the leadership team at TradePMR as the firm celebrates its 25th year as a custody solutions provider dedicated to independent advisors.

“Professionals with Jon’s depth and breadth of experience are few and far between in our industry,” says Robb Baldwin, president and chief executive officer of TradePMR. “Jon’s extensive expertise in developing and delivering technology solutions that advisors need is exactly the kind of knowledge and vision that will help TradePMR continue to deliver and execute for advisors. He’s a proven innovator and thought leader who will be invaluable to our continued success, and we couldn’t be more excited to welcome him aboard.”

Over a career that spans more than two decades, Patullo has been involved in the advisor-technology space since its early days. He was the first vice president of technology development at TD Waterhouse and led the transition of the institutional business’ technology in the wake of the merger between TD Waterhouse and Ameritrade. He went on to senior technology roles within TD Ameritrade where, among other career highlights, he was instrumental in the launch of the firm’s VeoOne and Veo Open Access platforms. Following Schwab’s acquisition of TD Ameritrade, Patullo oversaw all Institutional platforms and integrations for the combined company.

“Throughout my career in this industry I have seen TradePMR grow alongside the independent advisor profession,” says Patullo. “It’s inspiring to now be a part of that forward-thinking growth and to join such an experienced and highly regarded leadership team who are each dedicated to helping advisors grow and succeed. The value that they place on people and culture is evident, and it shows up in the work the team does every day.”

As TradePMR’s Chief Product Officer, Patullo will oversee the continued growth and enhancement of the Fusion technology platform. Ranked as a top-rated advisor platform in the 2024 T3 survey1, Fusion is a fully integrated purpose-built advisor platform that has evolved over more than a decade based on user experience and feedback from thousands of independent RIAs.

“As we celebrate 25 years and look ahead to the future, the kind of experience and leadership that Jon brings helps us further envision the road ahead,” says Baldwin. “The industry is at an inflection point and continues to evolve as we see further consolidation. Jon will have an immediate impact in our ability to capture the opportunity, as his expertise in helping firms streamline their back offices is unmatched.”

  1. 2024 T3 Inside Information Software Survey, Bob Veres & Joel Bruckenstein, January 2024


For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit

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Hannah Dixon

Rob Farmer