Wealth management tech platform Addepar published a blog post on March 31, 2021, noting that it was Women’s History Month, when they look forward to celebrating the impressive accomplishments of women in “every avenue of business, government and our communities.”
At Addepar, they feel privileged to work with the best in wealth management. The landscape is evolving quickly, seeing many more women professionals managing and building wealth, the Addepar team noted while adding that their career paths and the milestones they’ve achieved “inspire us.”
Addepar’s blog post added that with women “exerting their influence in fast-growing areas such as value-based investing and private markets,” they felt it was appropriate to connect with Margaret Dechant, co-founder and CEO of 6 Meridian; Amy DeTolla, chief experience officer, Connectus Wealth Advisers; Mel Lagomasino, CEO and managing partner, WE Family Offices; Holly Mazzocca, president and principal, Bartlett Wealth Management; and Ann Senne, U.S. head of advice & solutions, RBC Wealth Management.
The Addepar team further noted that Mel Lagomasino has been quite successful in her career and is now in a position that reflects her expertise and leadership skills.
Mel Lagomasino, CEO and Managing Partner, WE Family Offices, stated:
“I fell in love with the job early on. The key for me is that as financial advisors, we have an incredible duty to these families to put their interests before our own and provide them with the highest-quality service. I built WE Family Offices on these same values.”
Amy DeTolla, Chief Experience Officer, Connectus Wealth Advisers, remarked:
“My career path hasn’t been a straight line. What has defined me is my lack of fear in tackling new challenges and new roles. Several months into my first job in wealth management, my manager quit. I asked for the job. It hasn’t always been easy, but I was never afraid to make the ask.”
Holly Mazzocca, President and Principal, Bartlett Wealth Management, noted:
“I think it’s important to gain experience across different types of firms—both large and small. It’s been helpful to see the business from many different angles. We believe management should be deeply involved in client relationships. My experience has enabled me to have a unique perspective and approach with our clients and business.”
(Note: you may check out many more insights from women entrepreneurs and financial professionals here.)
Rashelle Salimi from Addepar pointed out that the themes they heard quite often from all five women included “the importance of continuing to learn in a myriad of ways—through formal education, by obtaining licenses, in peer groups and of course from clients—and how keeping a relentless focus on client and team success will always pay dividends and help everyone win together.”
As covered in February 2021, Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, had connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies.
Miller explained that PCR is focused on offering a safe, “easy-to-implement” global data aggregation utility for “the hardest to aggregate investment data.” He claims that it’s a task that required “a complete reinvention of how aggregation is done globally.”
He also mentioned that the company was quite fortunate to have had the right mix of talent, experience and other support needed to take on this challenge. Miller confirmed that his firm’s partnership with Addepar “brings this technology-enabled service to Addepar clients to automate the aggregation and reconciliation of alternative investments.”