SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
July 02 2024 - 9:00AM
Business Wire
Courtney Robertiello, Senior VP of Enterprise Consulting, and
Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in
Asset Management and OCIO Services
SMArtX Advisory Solutions (“SMArtX”), a leading innovator in
managed accounts technology, proudly announces the hiring of
Courtney Robertiello and Jacquie Burke. These strategic hires
signify SMArtX's dedication to fortifying its leadership team and
enhancing service capabilities.
Robertiello steps in as Senior Vice President of Enterprise
Consulting with a focus on supporting, growing, expanding and
managing relationships with SMArtX’s Enterprise and RIA clients
while Burke takes on the role of Vice President, Asset Manager
Solutions leading the initiative around the firm’s data analytics
platform along with working with asset management partners to grow
their distribution footprint. Their appointments come on the heels
of Dave Robinson's recent arrival as EVP, Head of Strategic
Relationships, and Dan Phillips’ appointment as Chief Investment
Officer, underscoring SMArtX's commitment to growth and
innovation.
Before joining SMArtX, Robertiello spent over twenty-one years
at Envestnet in multiple key client relationship management roles,
including Vice President, Senior Enterprise Consultant. Burke also
joins SMArtX after a nearly eight-year tenure at Envestnet, where
she served as Director of Data & Analytics Sales.
Bringing a combined wealth of experience from their prior roles,
Robertiello and Burke are poised to elevate SMArtX's offerings to
RIAs, broker-dealers, asset managers, custodians, and fintech
firms. Their expertise is key to driving SMArtX's expansion and
enhancing its position in the wealth management industry.
Jonathan Pincus, CEO of SMArtX Advisory Solutions, expressed
excitement about the new additions: "Courtney’s and Jacquie's deep
knowledge and expertise are invaluable as we continue to lead in
providing advanced managed accounts technology. Their contributions
will be pivotal in propelling SMArtX forward, ensuring we meet our
clients' diverse needs."
Dave Robinson, EVP, Head of Strategic Relationships related his
positive outlook on the hires: "Their proven track record and
reputations for partnership focused engagement makes me confident
in their ability to propel SMArtX towards significant growth and
innovation."
Brad Haag, EVP, Asset Manager Solutions, also welcomed the
hires: "The addition of Courtney and Jacquie underscores our
dedication to enriching our team with top talent enabling us to
better serve our clients. We are excited for the insights and
expertise they bring as we broaden our services and maintain our
industry leadership."
With the addition of Robertiello and Burke, SMArtX Advisory
Solutions is set to reinforce its commitment to delivering premier
technology and services in the wealth management arena, positively
shaping the future of financial advisory services.
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version on businesswire.com: https://www.businesswire.com/news/home/20240702484920/en/
Tina Powell Intention.ly for SMArtX Advisory Solutions
SMArtX@growintentionally.com 201-212-0072