With over 20 years of expert first-hand knowledge in the wealth tech and fintech wealth management space, Jud has a distinguished career marked by innovation and leadership. As one of the first 20 employees at Orion Advisor Solutions, Jud played a pivotal role in growing the company to its first 1,200 customers. His expertise in product design and innovation, combined with his tenure as Chief Marketing Officer, were instrumental in Orion's early success.
Following his tenure at Orion, Jud founded a boutique consultancy catering to large asset managers and wealth management firms, overseeing $87 billion in assets under management. This venture's success led to its acquisition by Carson in 2018. At Carson, Jud's leadership was crucial in expanding their assets from $4 billion to $16 billion in just 30 months, contributing to a valuation of $1.1 billion.
Today, Jud continues to drive innovation as the leader of one of the most advanced technology solutions in wealth management. His focus on connecting data and streamlining operations for complex wealth management firms underscores his commitment to transforming the industry and delivering exceptional value to his clients.More...