Riskalyze snatches Apex Clearing CTO Josh Gray in series of hires

Rick Steves

The firm has previously appointed Shari Hensrud, PhD, as its Vice President of Risk and Analytics and Tricia Rothschild to the Board of Directors at the start of the year.

Riskalyze has announced three senior hires that include Chief Marketing Officer Craig Clark, Chief Technology Officer Josh Gray, and Chief Product Officer Justin Boatman, the latter being a promotion.

The appointments follow an investment by Hg Capital, which partnered with the company’s management team to recapitalize the firm last fall.

The new funds will help Riskalyze to accelerate growth in the business of serving advisors and wealth management enterprises with risk, portfolio analytics, proposal, trading and compliance solutions.

Aaron Klein, Chief Executive Officer at Riskalyze, said: “At every step in a company’s journey, you have to make sure you have the right people in the right seats, and I could not be more thrilled with the caliber of the leadership team we’ve assembled to take Riskalyze and its innovative platform to the next level. With our recent recapitalization by Hg, the launch of Command Center, and our expanded leadership team, you can feel an incredible sense of enthusiasm and excitement about our momentum for advisors and enterprises.”

Riskalyze appoints CMO, CTO, and CPO

CMO Craig Clark joins Riskalyze from PDFTron Systems Inc., where he was Chief Marketing Officer. In his role as CMO, he will lead the team responsible for all marketing activities while also developing the firm’s brand positioning and strategic value.

CTO Josh Gray joins Riskalyze from Apex Clearing, where he was Chief Technology Officer. In his new role, he will build on the firm’s reputation as a technology leader by shipping high-quality products with a high level of velocity, security, and reliability.

CPO Justin Boatman joined Riskalyze seven years ago and spent the time at the intersection of “product meets market”. He will assume the newly-created role of Chief Product Officer with a mandate to innovate and execute on the company’s product vision.

The firm has previously appointed Shari Hensrud, PhD, as its Vice President of Risk and Analytics and Tricia Rothschild to the Board of Directors at the start of the year.

Riskalyze offers advisors, broker-dealers, RIAs, and asset managers a platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research.

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