Advyzon, an all-in-one technology platform, has hired Samantha Schwimmer as its new chief marketing officer. Schwimmer joined from Northern Trust Asset Management, where she served as a vice president, overseeing the company’s global marketing campaigns and the content and creative team.
In the newly created role, she’ll help Advyzon expand its market presence, demonstrate its value and move into new market segments, specifically within the enterprise, institutional, and investment management businesses. She’ll also support the company’s core technology.
Prior to her stint at Northern Trust, she served as marketing director at Ariel Investments. She also has experience as an RIA channel director at Charles Schwab and as a marketing director at Hightower.
This follows news earlier this week that custodial and clearing firm Innovayte partnered with Advyzon to launch a new model marketplace. As part of the launch, Advyzon created a custodial back-end platform for Innovayte.
In June, Advyzon Investment Management, a turnkey asset management program under the Advyzon platform, named Scott Smith its chief revenue officer. Most recently, Smith served as head of central division RIA custody sales at Goldman Sachs. Advyzon launched Advyzon Investment Management in March 2022.
In March, Advyzon hired Kartik Srinivasan, a former managing director of digital advisor solutions at Schwab, as president of Advyzon Institutional, a new business unit. Dave Goes, a former senior vice president of product and business development at Morningstar, joined as president of enterprise sales.
