“Move over, Frankenstein, there’s a new creator of monsters in town, and they’re called conventional TAMPs. Yes, dear reader, those once-revolutionary wealth management tools from the 1980s have evolved into something straight out of a sci-fi horror story. We’re talking about FrankenTAMPs, and it’s like putting a digital engine in a rusty 1986 Cadillac Eldorado and calling it a cutting-edge digital automobile. It’s time to wave goodbye to the past and embrace the future with cloud-native TAMPs – the game changers for today’s financial advisors.”
Mark Healy
Chief Executive Officer
Mark is a visionary leader with more than 34 years of experience in the financial services industry. As CEO, his focus is on creating digital wealth leaders and driving digital transformations. He was previously the President and Chief Executive Officer of AST Financial, LLC (AST), overseeing the administration of over 4,000 publicly traded companies and 8 million shareholders accounts across North America.
Prior to AST, Mark was Executive Vice President for National Financial Services, a Fidelity Investments Company. He was responsible for all National Financial Sales and Relationship teams — covering over 325 broker dealer clients nationwide and custody of over $700 billion in assets. Mark has also held executive and senior roles with TD Securities, Swiss Bank Corporation and BGK Securities.
