SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion - DEV

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.

Impact of New Leadership on SMArtX's Strategic Direction

The recent appointments of Courtney Robertiello and Jacquie Burke are set to significantly influence SMArtX Advisory Solutions' strategic direction. Their extensive backgrounds in enterprise consulting and asset management will bring fresh perspectives and innovative strategies to the company.

With Robertiello’s expertise in enhancing client relationships and Burke’s deep understanding of asset management solutions, SMArtX is positioned to strengthen its market presence. These hires reflect the company’s proactive approach to adapting to the evolving financial landscape and addressing the needs of its diverse clientele.

Enhancing Client Services Through Leadership Expansion

The addition of key leaders at SMArtX Advisory Solutions is aimed at enhancing client services across various sectors, including registered investment advisors (RIAs) and asset managers. This strategic expansion is a testament to the company’s commitment to delivering superior support and innovative solutions.

By integrating the skills and knowledge of new executives, SMArtX intends to refine its service offerings, ensuring that clients receive tailored solutions that meet their specific investment needs. This focus on client-centric service will help solidify SMArtX’s reputation as a leader in managed accounts technology.

Future Initiatives Under New Leadership

As Courtney Robertiello and Jacquie Burke step into their new roles, several future initiatives are anticipated to emerge. These initiatives will likely focus on expanding SMArtX’s product offerings and enhancing operational efficiencies to better serve clients.

Both leaders bring a wealth of experience that will be instrumental in identifying new opportunities for growth and innovation. Their strategic vision will guide the development of solutions that align with market trends and client demands, positioning SMArtX for sustained success in the competitive financial services industry.

Commitment to Diversity and Inclusion in Leadership

SMArtX Advisory Solutions’ recent hires underscore a commitment to diversity and inclusion within its leadership team. By bringing in professionals with varied backgrounds and experiences, the company is fostering a culture that values different perspectives and innovative thinking.

This commitment not only enhances the company’s internal dynamics but also reflects positively on its brand image. A diverse leadership team is better equipped to understand and address the needs of a broad range of clients, ultimately driving better outcomes for all stakeholders involved.