Marketing Meets Data:
A Proven Framework for Wealth Management Growth

Jud has 15 years of experience developing data-driven technology for wealth management brands. He has worked with leading companies like Orion and has been featured in InvestmentNews’ 40 Under 40 list. 

Jessica is a business consultant with nearly 20 years of experience helping leaders achieve their growth goals. She has worked with over 100 financial firms and played a key role in 5 successful company launches. 

Nick is a marketing strategist with over 10 years of experience helping financial services companies leverage digital marketing to accelerate growth. His work has driven tens of millions of dollars in net new revenue for a variety of clients.