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Zohar Swaine Joins Vestorly as Advisor and Interim Chief Strategy Officer

Submitted by Technology Tools for Today on December 9th, 2013

Former TD Ameritrade Institutional Executive to Provide Strategy and Advisory Support to Power Data-focused Marketing Startup’s Growth Plans

Vestorly, a leading digital content marketing platform for wealth management professionals, announced today that Zohar Swaine, former Managing Director with TD Ameritrade Institutional, will join the firm as a Strategic Advisor and serve as interim Chief Strategy Officer.

“We’ve watched Zohar’s success at leading large scale technology initiatives for the past several years,” said Justin Wisz, CEO of Vestorly.  “When we had the chance to meet personally, we found that it was a natural fit.  Zohar has a metrically-accountable approach to strategy, which will serve Vestorly well in our growth plans.” 

Swaine’s role as Strategic Advisor will focus on assembling and leading an industry Advisory Board of the top financial advisors, marketing professionals and technologists in financial services to provide Vestorly with the critical insight and guidance to capitalize on growth opportunities.  As Chief Strategy Officer, Swaine will work closely with the Vestorly founders on the company’s road map for 2014 and beyond.

“I’m excited to be associated with Vestorly,” said Swaine.  “Vestorly is truly one of the most innovative companies in financial services, with a unique technology solution to solve one of the industry’s most vexing challenges – helping financial professionals grow their practices through compliance-safe, digital communications designed to generate new business opportunities.”

At TD Ameritrade Institutional, Swaine oversaw strategy and diligence on hundreds of products and services in the investment advisory industry.  That specialized knowledge base will help Vestorly navigate the many nuances of wealth management, enable strategic partnerships and identify opportunities for growth.

Vestorly has been experiencing strong success over the last several months, including partnerships and client arrangements with high profile companies, such as RCS Capital and Kiplinger.

“We’re very pleased with the market’s reception with Vestorly and are excited to bring on someone of Zohar’s stature in the industry,” said Wisz.  “We know Zohar has a variety of opportunities available, so we’re thrilled to have him as part of the team.  Going forward, as we continue to expand, look for us to partner with other industry luminaries to further build out our infrastructure and capabilities.”

About Vestorly

Vestorly is a technology company solving the content marketing and client acquisition problem for professionals in wealth management, and the enterprises that support them.  Founded in 2012, Vestorly is the brainchild of marketers, data analysts, and engineers from Fisher Investments, J.P. Morgan and Microsoft.  Vestorly’s technology provides a unique content discovery experience and data-powered lead generation.  Vestorly is currently being used by professionals from over 400 wealth management firms and institutions to link digital marketing efforts with asset gathering goals.  For more information, please logon to www.vestorly.com.

Media Inquiries

Timothy D. Welsh
Nexus Strategy, LLC
tim@nexus-strategy.com
415-847-4874

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