FLX Networks, a Firm Focused on Enhancing Wealth Management, Makes New Appointments

FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced the addition of eleven new hires this quarter, “including two new C-suite roles and others in sales and marketing—actions consistent with the plans recently announced in the firm’s $10MM capital raise.”

Bringing expertise and experience in information technology and financial management, U.S. Marine Adam Kessel joins FLX “as part of the United States Special Operations Command Warrior Care Program’s (USSOCOM-WCP) Care Coalition Career Transition Program.”

Through this partnership, Kessel joins FLX “as a fellow in the role of Chief of Staff, in which he lends skills cultivated in previous roles such as CFO/Controller within the United States Marine Forces Special Operations Command, Commanding Officer at the Marine Corps’ Financial Management School, and IT Professional/Joint Intelligence, Surveillance and Reconnaissance (JISR) at NATO, where he was stationed in Brussels.”

Adding to the firm’s investment data and technology expertise, industry veteran Brett Schechterman joins FLX “as Chief Product Officer overseeing the FLX platform’s product roadmap. Schechterman is a fintech executive who brings over 20 years of experience across both the buyside and vendor landscape.”

Most recently, he served “as global head of thinkFolio, a leading multi-asset investment management platform, and front-office commercial strategy for Software Solutions at S&P Global (previously IHS Markit).” Schechterman is “the firm’s first in-house senior technology hire, underscoring the platform’s commitment to modernizing and streamlining the engagement process.”

Joining Kessel and Schechterman in FLX’s latest hiring round include several strategic placements in both the marketing and sales operations, including:

  • James Addesa, Advisor Consulting Director
  • Grace Butz, Business Analyst
  • Maureen Byrne, Director, Investment Product Marketing
  • Shane Carmody, Platform Relationship Associate
  • Mark Hartman, Advisor Consulting Associate
  • Brian MacDonald, Managing Director, Advisor Consulting Pod Leader
  • Richard Miller, Director, Investment Product Marketing
  • Leandro Moreno, Advisor Consulting Analyst
  • William Wilson, Director, Investment Product Marketing

Brian Moran, FLX founder and CEO, said:

“We’re honored to have them put such skills and experience to work here at FLX. Each of these individuals lends a unique skillset to FLX, further positioning us to better service clients and deliver on our mission of modernizing and streamlining the asset-to-wealth manager engagement.” 

As noted in the update, FLX Networks claims that it “revolutionizes engagement for asset and wealth management firms and financial advisors.”

FLX community members “access thought leadership, investment ideas, business resources, and industry connectivity in one centralized destination, delivering productivity, savings, and growth.”

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