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Michael Pacheco — Director of Sales · Private Client Resources · New York, New York, United States.
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About
The firms I work with rarely have a technology problem. They have a trust problem, usually built up over years of numbers that didn't tie out, discrepancies nobody could fully explain, and reports that needed a caveat before anyone would rely on them.
As Director of Sales at PCR, fixing that is the whole point. We've spent more than two decades building the trusted data foundation for wealth management, helping RIAs, family offices, trust companies, OCIOs, and wealth-tech platforms turn fragmented custodial and alternative data into one complete, validated view, across custody, alternatives, and real assets.
We pair automation and institutional-grade controls with experienced operations teams who investigate breaks and stand behind the numbers, so the data our clients receive isn't just delivered, it's defensible.
I've spent my career helping wealth management firms modernize how they operate. At PCR, that experience comes down to one moment I look forward to with every client: watching them trust their own numbers for the first time.
Experience
Director of SalesCurrent
PCR Financial Aggregation · New York, New York, United States
Sep 2025 – Present
PCR (Private Client Resources) is the leading managed data aggregation service for private banks, family offices, and RIAs. Unlike pure software platforms, PCR combines 20+ years of experience, technology, and a global operations team to deliver performance-ready data across all asset classes — from custodial accounts to the most complex alternative and private investments.
Executive Director - Enterprise Sales
Masttro · New York, New York, United States
May 2024 – Aug 2025
Masttro is an all-in-one platform to manage the total balance sheet for UHNW individuals and families. The platform aggregates and ingests assets, from traditional liquid investments to complex alternatives including real estate, private equity holdings, passion assets regardless of custodian, currency or geography.
Education
Skills
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