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


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.

Read More

headshot bw

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


Kristen Schmidt

Founder of RIAOasis, Technology Strategist, Consultant.

Read More

Derek Gledhill - Headshot

Derek Gledhill

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

Read More

Leda Csanka

Leda Csanka

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

Read More

Ryan Clark_headshot

Ryan Clark

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

Read More


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

Read More


Larry Paley

Technology and Project Management professional with extensive experience in Financial Services encompassing Wealth Management, Capital Markets and Treasury Services.

Greg Negron

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

Read More


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.

Read More


Greg Silverman

WealthTech management consultant.

Read More