Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022


Ezra Group provides technology and strategy solutions to the wealth management industry. Ezra Group brings more than 15 years of experience to broker-dealers, banks, asset managers, and technology vendors. Clients look to us for specialized industry expertise to optimize their platforms, processes, and products and super-charge business growth. Under the leadership of CEO Craig Iskowitz, Ezra Group delivers deep knowledge and decades of experience in wealth management products and services. Ezra Group publishes original blogs, articles, podcasts, and newsletters that inform and educate audiences.

Our Team


Eric Marney

Head of Sales and Business Development RIA Division
Craig Iskowitz headshot – 2024

Craig Iskowitz

CEO and Founder
Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology.

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Hannah Morgan Headshot – 2024

Hannah Morgan

Head of Operations
Hannah is a solutions-oriented, resourceful project and operations manager with 10+ years of experience managing projects and leading organizational excellence.

Marcus Grimm

Marketing Strategiest

Nikia Brooks

Executive Assistant

Tracey Moyer

Managed Accounts Consultant

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Executives in Residence

Consulting Partners


Kristen Schmidt

Founder of RIAOasis, Technology Strategist, Consultant.

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Jennifer Maruca

Wealth Management Strategist and Consultant
Leda Csanka

Leda Csanka

Founder of Strategic Tech Consulting, Chief Information Officer, Strategy Consultant, Author.

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Ryan Clark_headshot

Ryan Clark

Founder of Mr. SharePoint, Principal Solutions Architect, Consultant.

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David Rossien

Founder and President, Princeton FinTech Advisors. Former Ellevest VP of Operations, BloombergBlack Product Manager, Bullrun Financial CTO/COO, Fidelity Investments and Merrill Lynch VP and Product Manager

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Larry Paley

Technology and Project Management professional with extensive experience in Financial Services encompassing Wealth Management, Capital Markets and Treasury Services.
Felix Rivera_24-01-30_0594

Felix Rivera

Senior wealth management consulting partner

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Mike Golaszewski

Senior Technology Consultant

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Michelle Odom

RIA consultant

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Emily Vaughan

Emily Vaughan

Program and project manager

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