Asset Management Services, Operations and M&A Veteran to Assist with Vestorly’s Next Strategic Chapter in Consumer Engagement for Financial Services
Vestorly, a venture-funded intelligent content marketing software company, announced today the addition of industry veteran Larry Roth to its Advisory Board. Mr. Roth brings to Vestorly a wealth of experience in asset management, retail financial advisory, and strategic operations in these industries as the company navigates the application of its data-enabled engagement platform in financial services.
“Data science is increasingly important to financial services”
“Data science is increasingly important to financial services,” said Mr. Roth. “Vestorly has pioneered a path for the industry in this crucial area of client and correspondent communications, and is now expanding those services in significant ways. I look forward to working with them.”
Formerly CEO of three retail brokerage and advisory network firms, Mr. Roth, an attorney and CPA, has also successfully presided over and executed strategic M&A’s in these industries. He was CEO of Cetera Financial Group with 9,000 financial advisors and AIG Advisor Group, supporting 6,000 advisors, as well as managing director at Berkshire Capital, an investment bank focused on M&A in the asset management and financial advisory industry. Mr. Roth has served on several boards of privately held and publicly traded companies and as chairman of both the Financial Services Institute (FSI) and the Insured Retirement Institute (IRI).
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An industry thought leader, Mr. Roth has anticipated, identified and responded to significant trends in the financial advisory space, and has been recognized by Investment Advisor Magazine as one of the 25 most influential people in the industry. Mr. Roth will help Vestorly develop the company’s newly emerging opportunities in financial services as new economic realities and the regulatory environment shift. Vestorly intends to apply its AI platform to address the need for personalized communication in a know-your-client environment while enhancing client acquisition processes, operations around revenue retention, and consumer education.
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