This blog is targeted at professionals in the wealth management industry including money managers, broker-dealers, technology providers, Registered Investment Advisers, Financial Advisers and TAMPs.
The author of this blog is Craig Iskowitz. Craig is Managing Director and founder of Ezra Group, located in East Brunswick, NJ. Ezra Group is a management consulting firm providing advice on business and technology strategy, software development and operational improvement for the financial services industry.
Craig has over 20 years of experience in retail and institutional brokerage, wealth management, market data and back office operations. He previously worked for ADP Brokerage Services as Director of Technical Account Management for almost 10 years before becoming a consultant. His consulting clients include many Fortune 500 firms such as Pershing, Fiserv, Standard & Poor’s, and The New York Stock Exchange.
Craig is also the editor and publisher of the WM Today newsletter, which focuses on industry trends in Wealth Management and fee-based advisory.
Craig is available to moderate industry panels, speak at client conferences and present his half-day class titled, Managed Accounts 101.
He can be contacted at firstname.lastname@example.org