More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Mark McDonald is president of
Visual Lease andCoStar Real Estate Manager (formerly Virtual Premise), a wholly-owned subsidiary of CoStar Group. McDonald joined Virtual Premise as a member of the professional services team during the company's start-up phase. He also served as the leader of the field sales team during a multi-year period of hyper-growth, worked to establish implementation partnerships with the Big Four, and has guided numerous Fortune 500 companies through the digital transformation of their real estate portfolios and lease accounting compliance. He currently leads CoStar Real Estate Manager's overall strategy development and operations.November 25
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Csaba Farkas joined
TMF Group in March 2021 as the head of accounting and tax consultancy services. He is an ACCA-qualified professional with several years of experience at professional services organizations in Budapest and London. He has a strong technical accounting background and, having worked as an interim financial controller in multiple engagements, has significant experience in implementing new enterprise resource planning systems in finance functions and in optimizing finance processes.November 25
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Scott Susin is the founder of the Center for Mortgage Access. Previously, he served as an economist at the Federal Housing Finance Agency.
November 25
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Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
November 25
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Mindy Neira found that embracing her passions helped build a niche that fulfills her.
November 25
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Reza Amin, PhD, is a visionary leader in health technology and the founder of Bastion Health, a groundbreaking digital platform redefining male healthcare through innovative technology. With a career spanning Health Tech and Med Tech, he seamlessly integrates advanced solutions with essential healthcare services, showcasing his deep expertise and entrepreneurial spirit. Amin's work continues to bridge gaps in care, transforming lives and advancing healthcare innovation.
November 24
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George Tziahanas is VP of compliance and associate general counsel for Archive360.
November 24
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