Vestmark

Request a Demo
Press Release < Back to Press & Events

Vestmark Hosts Seventh Annual Client Summit at Boston Harbor Hotel

Wakefield, MA - October 29, 2013 - Vestmark, a leading innovator of advisory solutions and wealth management technology, hosted its annual, two-day Vestmark Summit in September, at the Boston Harbor Hotel. Now in its seventh year, the Summit boasted an engaging faculty of speakers, content-rich educational sessions, and multiple networking opportunities, including an Odyssey dinner cruise. This exclusive, client-only event attracted representatives spanning Vestmark's clients of broker-dealers, banks, asset managers, and RIAs.

Vestmark President Rob Klapprodt provided an overview of industry developments impacting the managed accounts sector, highlighting the continuing evolution of the role of the advisor and the recent platform consolidation trend. Annmarie Rogers, SVP of Customer Engineering, expanded on the presentation, discussing the strategies and programs Vestmark has implemented to maintain its exceptional standard of customer service and ongoing organizational expansion.

Heeren Pathak, Vestmark CTO, and Mark Peabody, SVP of Product Management, also held sessions outlining Vestmark's product roadmap and most recent VestmarkONE innovations.

"With a record number of attendees, including asset managers, broker-dealers, bank trusts, independent RIAs, and outsourcing providers, this year's Vestmark Summit has proven to be a great success," stated John Lunny, Vestmark CEO. "We are proud to be able to provide our clients with a forum to share their successes, discuss recent trends, and network with industry leaders."

Back to Press & Events

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

Media Contact

Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com

Corp. Headquarters
100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
Vestmark Labs
One Kendall Square
Building 200
Cambridge, MA 02139
VestmarkONE Careers Company
Contact

781-224-3640

Support

We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals.

Upcoming Events

Terms of Use Privacy Policy VAS FORM CRS VAS FORM ADV

©2024 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.