SOURCE: FinFolio

FinFolio

February 11, 2009 08:00 ET

FinFolio Hires Tom Van Horn to Run Operations

PARKER, CO--(Marketwire - February 11, 2009) - FinFolio (www.finfolio.com) today announced it has hired Tom Van Horn to set up and run the FinFolio operations group. As FinFolio's Senior Vice President of Operations, Mr. Van Horn will direct all the FinFolio technical support and professional service efforts. He will be responsible for staffing the department, managing the FinFolio software release, and providing ongoing support to FinFolio users.

Before FinFolio, Tom was the Operations Manager and Chief Compliance Officer for Alexander Capital Management Group, a large Denver-based investment advisor subsidiary owned by CoBiz Financial, Inc. (COBZ). Oversight included back-office operations, trading, client service, IT systems and the day to day operations and regulatory compliance of the firm. Prior to that, Tom was responsible for systems evaluation, selection, integration and implementation for trust, investment, mortgage and retail banking entities of a large Arizona-based financial services company.

Tom has made a career of designing and implementing scalable IT solutions for the investment industry. He founded the InData Independent Users Group which allowed RIA's to leverage practice management knowledge collaboratively across firms. "I've always been a champion for users and ensured they had a proper voice in the direction and enhancements of their core systems," said Van Horn.

"I'm glad we could attract somebody like Tom to build our operations group," said Matt Abar, FinFolio CEO. "We see our software as one piece of a multi-dimensional portfolio management product offering. Equally as important is our implementation, customization and training capabilities, as well as the ongoing service and support that we provide to clients. Getting support right early on is extremely important for us and Tom will make sure that happens."

ABOUT FINFOLIO

FinFolio, a new company founded by experienced industry veterans, builds portfolio management software for the industry's leading wealth managers. FinFolio provides a market defining technology solution for investment advisors, money managers, and financial service bureaus. You can find out more about FinFolio at www.finfolio.com.

Contact Information

  • Contact:
    Matthew Abar
    Chief Executive Officer
    FinFolio
    11592 Bell Cross Circle
    Parker, CO 80138
    (720) 206-0660 x501