Family Office
Vestmark
Vestmark was founded in 2001 based in Massachusetts, US. The firm is a provider of wealth management solutions and services enabling financial advisors and institutions to manage and trade their clients' portfolios using a SaaS ecosystem.As of December 31, 2024, the firm managed $5.6bn in discretionary and $4.4bn in no…
Asset classes & sectors
Financial ServicesLending and InvestmentsSoftware
Decision-makers
Michael Blundin
President & Chief Operating Officer
Karl A. Roessner
Chief Executive Officer
David Gordon
Senior Vice President, Direct Indexing
Ryan English
Director, Financial Planning & Analysis
Mark Donohue
Chief Financial Officer
Bryan M. Nelson
Vice President, Corporate Strategy
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