The Latest

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  • By trade Wayne’s a Software Engineer (University of Waterloo) and Grapevine6 is his 2nd startup. Wayne and his team of Co-founders (actually engineering college buddies) sold their first startup in 2008 and over the course of building two software companies they've learned a thing or two about connecting with customers. In fact Wayne turned into the “client relationship guy” during the first venture and his experience being an engineer and having to learn to build client relationships was a struggle that most entrepreneurs face in building their own businesses. Nowhere is that challenge more pronounced today than in the wealth sector. In this category, not only is there the ever-present challenge of building rapport and winning customers, but there is also a sea change in the form of a generational transfer of wealth to younger clients that perceive the value of advisors differently and consume wealth products or services differently than their predecessors. Grapevine6 is a technology platform that was inspired to address these challenges by using artificial intelligence across 6000 publishers to find uniquely relevant content for both marketing departments and financial advisors to publish to their audiences. But distribution also benefits because the platform also surfaces HNW\/UHNW prospects by tracking money in motion events disclosed in the public media. In short it's HNW lead gen and utility driven content marketing all done compliantly on a phone in fewer than 10 swipes a week.\nBefore Co-founding Grapevine6 Wayne was previously CTO-Managing Director for Cundari Inc formerly Co-founder of Rich Internet Group (acquired by Cundari). He’s an avid fisherman, an outdoors enthusiast and more recently, a running junkie.

    July 1
  • Wayne is the CEO of Commonwealth. A member of the firm’s senior management team since 1999, he is responsible for managing our primary objective of providing indispensable products and services to our network of independent financial advisors. Wayne began his career in Commonwealth’s Accounting department in 1989, and, over the past 20 years, he has gained experience in virtually every facet of the firm. As one of the pioneers of our wealth management initiative, he has an extensive background in managing the firm’s research, insurance, financial planning, retirement, and registered investment adviser divisions. Wayne is an alumnus of the Harvard Business School, having graduated from the Owner\/President Management Program. He received a BS in business management from Northeastern University, graduating with honors. Wayne also served as chairman of the IAFP’s Financial Products Advisory Council. He holds a number of FINRA registrations. Wayne also currently serves on the board of directors of Calling All Crows, a nonprofit organization dedicated to empowering women around the world.

    July 1
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  • Walter Kruger is an attorney and arbitrator with Fisher & Phillips LLP. He provides employer protection and defense against employee legal claims and government agency investigations, trade secret theft and unfair competition from ex-employees, including employment litigation on a national basis.

    July 1
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