Oct 10, 2022 - Last Updated: Dec 4, 2023
DALLAS, October 10, 2022–(BUSINESS WIRE)–Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of investing and wealth management, today announced that Jon Patullo will join the Company as Chief Product Officer of Advisory, in the fourth quarter 2022. In his new role, Jon will lead the technology product strategy for Apex Advisor Solutions, the advisory channel of Apex Fintech Solutions. He is based in Dallas, TX and will collaborate with Olivia Eisinger, General Manager of Advisory Solutions. Olivia is responsible for the advisory strategy, running the advisory business, and leading the advisory solutions team.
Jon brings over 26 years of experience in advisory and financial technology to Apex, most recently serving as the Managing Director of Digital Trading and Wealth Management for Charles Schwab Corporation and Managing Director of Technology Platform Management at TD Ameritrade Holding Corporation. At TD Ameritrade, he led all advisory platforms and third-party integrations for the company, as well as set the strategic direction of advisor-facing technology platforms. Notably, Jon spearheaded the launch of open architecture technology that is instrumental to innovation across the advisory space today.
“Apex is on a mission to help growth-oriented advisory firms modernize their businesses and the experience they offer their clients,” said Olivia Eisinger. “We are thrilled to welcome Jon to lead our efforts accelerating our advisory technology strategy. Jon has made incredible contributions to the RIA industry, and we are excited about his passion to continue raising the advisory technology bar.”
Jon began his career at TD Waterhouse in 1996, serving in a variety of roles in electronic trading, customer service, technical support, and software development. During this time, he helped launch the Waterhouse web platform for retail customers and later the Veo, Veo Open Access, and Veo One custodial technologies.
“I deeply admire Apex’s thoughtful approach to harnessing the power of modern technology solutions to help RIA firms and leading fintech businesses that aim to provide an advised offering to their customer base while enhancing the solutions they provide their clients,” said Jon Patullo. “I look forward to working closely with Bill, Olivia and the entire Apex Advisory team to continue to build solutions that directly address the needs of independent advisors and their networks.”
“At Apex, our objective is to power the businesses we serve to ensure investors of all backgrounds have the opportunity and tools to succeed,” said Bill Capuzzi, Chief Executive Officer of Apex Fintech Solutions. “In turn, we are incredibly excited about our mission to help advisory firms expand their services to all investors who want advice and to welcome Jon, an industry pioneer and admired technology innovator, to further enhance our advisory business. It is our aim to provide all advisors and their clients a frictionless, digital experience.”