Management Team

Scott Gillespie, Managing Partner
Mr. Gillespie has over 25 years of experience in the securities industry. An expert in the areas of brokerage operations and technology; his tenure most recently includes serving as Executive Vice President of Fetter Logic, Inc. which is a technology solutions provider to wealth management firms. Prior to Fetter Logic, he held executive positions at several retail wealth management and investment custodian firms where he served as chief operating officer, chief financial officer and/or directed platform management, and he generally held responsibility for technology-based solutions and regulatory compliance in these roles.

Mr. Gillespie was previously a CPA and audit manager at Deloitte & Touche where he was recruited to join a capital markets firm as its CFO. He holds an MBA from the University of Southern California in Finance and Investments, and holds Series 7, 24, 27 and other securities licenses.