Brian Shenson

Principal and Co-Founder, Springboard Advisory Group
Silhouette FINANCIAL PLANNING
Brian Shenson is Principal and Co-Founder of Springboard Advisory Group, a new strategy consulting firm to wealth management and wealth tech providers. Shenson brings to Springboard Advisory Group his nearly two decades of experience working with advisory firms to leverage technology to achieve improved business and client outcomes. Over the past few years, Shenson has worked independently advising some of the leading firms in the industry on technology transformation, business strategy and firm operations. Previously he served as Schwab’s VP of Advisor Technology Solutions responsible for their open-architecture, multi-custody wealth technology platform solutions relied upon by thousands of advisory firms.