Josh Book

Founder & CEO

Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.

Theresa Carey

Brokerage and Investing Expert

Theresa has been reviewing sites of interest to online investors since 1991. She is the author of 23 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. ConsumerSearch has ranked her online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services.

Larry Focht

Head of Product Management

Larry has a long history at Vanguard, and with their Personal Advisory Service which is a heavyweight, far outpacing others in Assets under Management. Larry crafted an all-new special task force to launch a brand new all-digital true robo service called Vanguard Digital Advisor and brings the perspective of how large scale incumbents are jumping into the ring inspired to adapt.

Dale Sperling

Chief Marketing Officer

Dale serves as Chief Marketing Officer at Stash, the financial platform revolutionizing the way millions of Americans save and invest for their future. She is responsible for driving the growth and retention channels for one of the fastest growing financial platforms in the U.S. Dale has more than 20 years of marketing experience across Fortune 500 brands, including Time Inc., AOL and The Walt Disney Company.

Dan Raju

CEO

Dan has taken Tradier from an innovative idea to unbundle financial services and deliver brokerage as an API, to become the de-facto brokerage engine that enables a large network of Platform Providers, Digital Advisers, Robo's, Developers, Traders and Broker Dealers. Under Dan’s leadership, Tradier now powers over two hundred revenue-generating companies and executes stock transactions valued at over $1B every month.

Victor Jones

CEO

As the CEO of dough, the zero commission investing app with zero account minimums and filled with smart ideas, Victor looks to inspire the world to embrace an understanding of risk. Victor is an inspiring financial storyteller who has spent his entire finance career in service of retail investors. He spearheaded trading innovation initiatives in America and Asia and his market commentary and millennial investor analysis are featured on CNBC, The WallStreet Journal, and Barron’s.

Heather Teschner

Merrill Digital Channel Consultant

Heather’s role includes solving key industry issues via creative thinking, driving the vision of innovative business ideas to technology partners, and managing projects from their inception through launch. Heather has extensive experience within the brokerage industry across multiple firms, including roles specializing in day trading, complex options strategies, fixed income and relationship management of affluent investors.

James Heygate-Browne, CFA

North American Strategic Accounts

James has dedicated over a decade to working with major online brokerage brands, introducing them to new products and analytics that support their customers and their business. James has a keen focus on ensuring due fit between his clients and TC latest offerings; in particular, adapting through the shifting ages and stages of long-term business relationships.

Kathryn St.John

Senior Director of User Experience

Kathryn has in-depth knowledge of software development, quant analytics and investing user experience amassed through startup days with Recognia, acquired by Trading Central in 2016. Kathryn's team continually transforms TC's products to deliver modern, engaging experiences; and helps brokers worldwide to envision how to deliver actionable insights to their customers in the moments that matter.