SMArtX Advisory Solutions, a leading innovator in unified managed accounts (UMA) technology, has announced the appointment of Jonathan Pincus as its new CEO. The move comes as the company looks to drive future growth and innovation in its field.
Formerly the President & COO of SMArtX, Pincus takes over from Evan Rapoport, the company’s founder. Rapoport will continue to play a role on SMArtX’s board of directors. Under Rapoport’s leadership, SMArtX has become a recognized industry leader in managed accounts technology.
With over three years of experience as President & COO, Pincus is well-prepared to take on the role of CEO. His background includes serving as the Global Head of Investment Operations at Northern Trust Asset Management, and his close working relationship with Rapoport has provided him with a deep understanding of SMArtX’s vision for the future.
David Miles, Founding Partner of ManchesterStory Fund Management and Chair of SMArtX’s Board of Directors, praised Rapoport’s transformative impact on the industry and expressed confidence in Pincus as the right person to lead the company’s next phase of growth and innovation.
Pincus himself expressed his gratitude for the opportunity and highlighted his commitment to building on SMArtX’s foundation as a leading developer of modern managed accounts technology. He emphasized the company’s mission to bring new advancements to the marketplace and lead the evolution of managed accounts solutions across the industry.
As SMArtX enters this new chapter, it remains dedicated to delivering exceptional products and services while fostering enduring partnerships. Rapoport echoed this sentiment, stating his pride in what the company has achieved and his confidence in Pincus’s leadership.
SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider that offers SMArtX, a turnkey asset management platform (TAMP). Its cloud-native technology operates within a modular, micro-services architecture, providing clients with tailored solutions. SMArtX is available as an off-the-shelf TAMP for advisors, simplifying the everyday tasks of managing client accounts. The company also licenses its proprietary technology to enterprise firms seeking to create, customize, or upgrade their own managed accounts technology.
With the appointment of Jonathan Pincus as CEO, SMArtX looks set to build on its success and continue driving innovation in the managed accounts technology industry.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an industry leader in unified managed accounts (UMA) technology. Its turnkey asset management platform (TAMP), SMArtX, operates with cloud-native technology, providing tailored solutions to clients. The company is focused on delivering innovative managed accounts technology while fostering strong partnerships. SMArtX offers off-the-shelf TAMP solutions for advisors and licenses its proprietary technology to enterprise firms. Learn more at www.smartxadvisory.com.
