Aaron Schumm
Founder at Vestwell Holdings, Inc.
Profile
Aaron Schumm is the founder and currently serves as the Chief Executive Officer & Director of Vestwell Holdings, Inc. which was founded in 2016.
He previously held positions as a Director at Chalice Wealth Partners LLC, Principal at The BISYS Group, Inc., Vice President at Citigroup, Inc., Product Manager at CheckFree Investment Services, Senior Vice President-Product at Folio Dynamics, Inc., Principal at The Northern Trust Co., and Head-Business Development & Marketing at Electra Information Systems, Inc. Mr. Schumm holds an MBA from Duke University and an undergraduate degree from the University of Illinois.
Aaron Schumm active positions
| Companies | Position | Start |
|---|---|---|
Vestwell Holdings, Inc.
 Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Founder | 2015-12-31 |
Former positions of Aaron Schumm
| Companies | Position | End |
|---|---|---|
Electra Information Systems, Inc.
 Electra Information Systems, Inc. Data Processing ServicesTechnology Services Electra Information Systems, Inc. provides post-trade processing solutions and services. Its solutions include reconciliation, data collection and transformation, trade matching and settlement and client fee billing for the financial services industry. The company was founded in 1998 and is headquartered in New York, NY. | Sales & Marketing | - |
Chalice Wealth Partners LLC
 Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Director/Board Member | - |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
The BISYS Group, Inc.
 The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Corporate Officer/Principal | - |
CheckFree Investment Services
 CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Corporate Officer/Principal | - |
Training of Aaron Schumm
| Duke University | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Private companies | 7 |
|---|---|
The BISYS Group, Inc.
The BISYS Group, Inc. Data Processing ServicesTechnology Services The BISYS Group, Inc. provides data technology outsourcing services to financial institutions and corporate clients in the US, Western Europe, Bermuda, and the Cayman Islands. It operates through three units: Investment, Insurance & Education, and Information Services. The firm's customers include commercial banks, investment counselors, insurance companies, thrift institutions, and mutual, hedge and private equity funds. The company is located in New York, NY. | Technology Services |
CheckFree Investment Services
CheckFree Investment Services Miscellaneous Commercial ServicesCommercial Services Part of Fiserv, Inc., CheckFree Investment Services is a company based in Jersey City, NJ. | Commercial Services |
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Technology Services |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Electra Information Systems, Inc.
Electra Information Systems, Inc. Data Processing ServicesTechnology Services Electra Information Systems, Inc. provides post-trade processing solutions and services. Its solutions include reconciliation, data collection and transformation, trade matching and settlement and client fee billing for the financial services industry. The company was founded in 1998 and is headquartered in New York, NY. | Technology Services |
Vestwell Holdings, Inc.
Vestwell Holdings, Inc. Internet Software/ServicesTechnology Services Vestwell Holdings, Inc. develops and operates online platform that helps investment advisors evolve their business of retirement investing. It specializes in 401(k) and other defined contribution retirement investment management services. The company was founded by Aaron Schumm in January 2016 and is headquartered in New York, NY. | Technology Services |
Chalice Wealth Partners LLC
Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Technology Services |
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