650 NE Holladay Street,
The Liberty Centre, Suite 1500
Portland, OR 97232
The Wealth Management Industry Awards, known as “the Wealthies” honor “outstanding achievements by companies, organizations, and individuals that support financial advisor success.” This year, the eighth year of the awards, 105 awards were presented to 84 companies out of a pool of 225 finalists. We are pleased to announce that Arnerich Massena’s Chief Technology Officer David Vaughan was named CTO of the Year.
“This is a well-deserved honor; we are very excited to see David recognized for his extraordinary accomplishments in our industry and our firm,” says Co-CEO and Managing Principal Reegan Rae, CPWA®. Co-CEO and Chief Investment Officer Bryan Shipley, CFA, CAIA, adds: “David has spearheaded the effort to build Arnerich Massena’s world-class technology ecosystem from the ground floor up, including our digital infrastructure and best-in-class cybersecurity program. We are so pleased to see his expertise and industry knowledge recognized among his industry peers.”
The financial services industry is closely aligned and intertwined with technology services; successfully serving clients is dependent on having strong technological systems such as database management, trading and operations platforms, workplace technology, and client interfaces, as well as airtight data security. The position of CTO in an advisory business is critical, and Arnerich Massena is pleased that David Vaughan is setting the standard for the industry.
You can learn more about the Wealth Management Industry Awards here, see the RIA award winners here, and view the full list of award winners here.