Private Wealth Systems is the industry-defining financial technology company that is revolutionizing the way private wealth is analyzed, reported, and managed. Our solutions deliver the most accurate, comprehensive, timely, and personalized investment reporting available - all in customizable formats delivered on any device. Private Wealth Systems' consolidated investment reporting platform brings unprecedented control to your fingertips by providing instant access, understanding, and oversight over the drivers of risk, return, income and expense regardless of investment instruments or ownership structures, for better, faster, decision making.
At Private Wealth Systems our mission is to empower high net worth and ultra high net worth investors, and their trusted advisors, with the information they need to make better and more personalized investment decisions to preserve and grow wealth.
Private Wealth Systems was created to support informed discussions between sophisticated investors and their advisors to help elevate and personalize that trusted relationship, and to help individuals achieve meaning through informed investing.
Your legacy will be what you make it. Let Private Wealth Systems help you be the change you wish to see in the world.
Prior to co-founding Private Wealth Systems Craig was president of WealthTouch, the largest and fastest growing legacy provider of consolidated wealth reporting, where he was responsible for building, managing, and selling the company to generate a 4.5x return on capital for his investors. Craig led the company's expansion into Latin American and Northern Europe, and established relationships with the top 5 global private banks and several hundred of the world's most sophisticated family offices..
Craig has over 20 years of experience in financial technology, with a focus on institutional and self-directed portfolio management, trade order management, compliance, and investment reporting. Craig is a Chartered Financial Analyst (CFA), and holds a masters degree in finance.
Joanne is known throughout the global client reporting industry as a true innovator and thought leader. She brings unique perspective to the investment reporting industry based on her 20-year career that remains focused on providing individuals and their advisors with information that is accurate, timely, personalized, and actionable. Joanne has spent her entire career designing and building multi-asset, multi-custodial performance reporting platforms for the top global private banks as well as for three of the leading legacy consolidated reporting platforms.
She is taking her experience to design a revolutionary and industry defining consolidated investment reporting platform. Her extensive work with technology teams designing and implementing scalable solutions for the largest financial institutions brings unique insight into the business and technical challenges of building a complex reporting solution to meet today's dynamic wealth management needs. Of equal importance, Joanne is among the very few female entrepreneurs in financial technology, and she brings a heightened perspective to financial management tools that support the growing demand among ultra high net worth women and their advisors.