Karl Roessner

I’m obsessed with bringing together talented people with diverse perspectives to continuously drive creative thinking to solve the hardest challenges in our industry. That makes me not your typical chief executive officer. My commitment to Vestmark is to build, lead, and create impact for our firm, the greater fintech community, and for the benefit of our own clients and their respective clients. We pride ourselves on our longstanding client relationships with many spanning over 15 years.

I’m known for my approachable style, track record for driving organizational transformation, and business growth.

At Vestmark, we’re working to reshape what’s possible in financial services. My team and I have reinvented the firm from a single solution provider with a narrow focus to an innovative, multi-solution provider across wealth management, asset management, and registered investment advisors. We help our clients drive their firm valuation by reducing costs, increasing assets, and boosting revenue with efficient solutions that evolve alongside changing business needs and client expectations. At Vestmark we aren’t just a technology provider, we’re your long-term growth partner.

Prior to joining Vestmark, I was chief executive of Lefteris Acquisition Corporation, a fintech-focused SPAC. That followed my time at E*TRADE Financial Corporation, where I was CEO and a member of the board of directors, returning billions of dollars to shareholders through buybacks, dividends, and executing strategic acquisitions. I was also president and served on the board of directors for E*TRADE Bank where I led the company and the bank through multiple restructuring and reorganization transactions.

Outside of work, I’m a husband to an amazing wife and the father of two wonderful sons. One a recent graduate of Northwestern and the other is heading to Georgetown. I’m an avid baseball fan (both of my boys played at a very high level), and I enjoy food, wine, and fitness (necessitated by my love of food and wine). I also enjoy travelling with my family and am an avid scuba diver.

I’m always open to connecting with new people here on LinkedIn. Or drop me a line at [contact omitted].