FOX Technology Resource Partner Focus Group - Fi-Tek Wealth Solutions
Overview
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
About Fi-Tek Wealth Solutions
Fi-Tek Specialty Assets and the importance of an outsourced alternative asset servicing model. In this session, we will dive into the key differentiators of our offering and demonstrate how our tried and tested people, platform, and process support the modern family office.
Agenda
Thursday, April 4, 2024 |
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| All times are listed in U.S. Central time. | |
| 1:30 pm | Welcome and remarks, followed by Q&A |
Speaker(s)
Alan Perl
Director of Client Service and Business Development, Fi-Tek Wealth Solutions
Alan Perl is the Director of Client Service and Business Development at Fi-Tek Wealth Solutions and heads business development, client services, implementations, and client training on the Rockit®Command platform. He has over 20 years of financial services and technology deployment expertise in Trust, Large Institutions and Family Offices. Alan joined Fi-Tek Wealth Solutions’ predecessor firm, Rockit Solutions, in 2007 and throughout his tenure has held multiple front office roles within the firm. Prior to 2007, Alan worked at Northwestern Mutual and Deutsche Bank Global Trust Banking, where his primary focus was client service and delivery. He holds a B.S. in Public Finance from Indiana University.
Peter Schatoff
Senior Relationship Manager, Fi-Tek Wealth Solutions
Peter Schatoff is a Senior Relationship Manager with Fi-Tek Wealth Solutions and joined the firm in 2020. His responsibilities include servicing some of Fi-Tek’s most complex family office clients and business development. Prior to joining Fi-tek, Peter worked as a Relationship Manager within UBS Asset Servicing and partnered closely with the UBS Family Office Solutions Group to act as a subject matter expert on in-house reporting, aggregation, and analysis solutions for the firm’s wealthiest and most sophisticated clients. Prior to his time at UBS, Peter spent nearly a decade in private wealth management, including nearly 5 years at JP Morgan Global Wealth Management, where his primary responsibilities were servicing and selling to family offices, asset managers, and RIA firms. He holds a Bachelor’s of Arts in Russian from SUNY Albany.