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

ABOUT US

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

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.

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.

Sheena Graham

Marketing Strategist

Sheena is a talented, results-oriented marketing Professional with a proven record of planning and coordinating complex marketing automation campaigns.

Consulting Partners

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Kristen Schmidt

Founder of RIAOasis, Technology Strategist, Consultant.

Derek Gledhill

Consultant specializing in user experience & product management in the Wealth Management industry.

Leda Csanka

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

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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.

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Greg Negron

Wealth Business & Technology Strategist | NTT DATA, EY, OFN, Smith Barney Alum

Terry Suffera

Senior Consultant and founding partner and Chief Investment and Chief Operating Officer of start-up investment advisory firms with strong hands on portfolio management capabilities.

Greg Silverman

WealthTech management consultant.

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