Bringing a proven track record of helping Fintechs grow and advisors prosper to Blueleaf is a major asset
FREMONT, CA: Tim Minert has been appointed Executive Vice President of Business Development at Blueleaf, an all-in-one wealth management platform with a best-in-class advisor and client experience in reporting, billing, and rebalancing.
"I've been aware of the innovation and industry leadership of Blueleaf for years," said Minert. "The pandemic accelerated clients and advisors' use of remote technologies, so it's a perfect time to grow the company and add new products and services. The tremendous value of the Blueleaf platform has never been more apparent. Great wealth management experiences that power advisors’ growth and client satisfaction is a powerful proposition."
Technology and wealth management are two of Minert's specialties. He worked for AdvisorPeak as the Chief Revenue Officer and for Redtail Technologies for eight years as the Executive Vice President of National Sales. Tim dove headfirst into the market while serving as Senior Director at Cambridge Investment Research. He supports advisers in growing their practices and running an independent RIA.
"Tim's knowledge of the industry, his passion for helping wealth managers be more productive, and his ability to connect with an audience are tremendous assets to the Blueleaf team," said CEO and co-founder John Prendergast. "As we continually evolve our platform to respond to the needs of today's digital advisor, we strive to do the same within our organization."
