Team

Led by Founder & CEO Aaron Schumm and backed by top investors, Vestwell is redefining how America saves, building the backbone of the modern savings economy and a culture of financial wellness for all.

Aaron Schumm

Founder & Chief Executive Officer

Allison Brecher

General Counsel and Chief Compliance Officer

Dave Sheen

Chief Financial Officer

Doug Magnolia

Chief Customer Officer & President, Vestwell State Savings

Jon Mark

Chief Operating Officer

Jonathan Ferrara

COO, Vestwell Trust Company & Head of Custody Platfom Solutions

Patty Kim

Chief People Officer

Richard Tatum

President, Vestwell Workplace Savings

Ryan Anderson

Chief Product Officer

Scott Duncan

Senior Vice President of Engineering

Lori Hardwick

Board Director, RedRock Strategic Partners

Aaron Schumm

Board Director, Vestwell

Justin Overdorff

Board Director, Lightspeed Venture Partners

Logan Allin

Board Director, FinCap

Josh Warren

Board Director, FactSet

Tim DeGrange

Board Director, Blue Owl Capital