With our global full-stack, cloud-based, and API-driven solutions, we power new, cutting-edge, and innovative investment experiences around the world every day. By embedding investing into new and existing digital experiences, our global partners turn consumers into investors. Buying Starbucks stock suddenly becomes as simple as buying a latte.
We Are DriveWealth
Through our platform, fintech disruptors, financial institutions, and global brands are bringing investing to everyone, everywhere.
Meet The Drive Wealth Team
Reinventing investing requires a mastery of both the latest technologies and complex financial markets—past, present, and future. The DriveWealth team has decades of experience in both.
Having already started a number of successful businesses, such as Financial Labs and FX Solutions, founder and CEO Robert Cortright has recruited a dream team of technology and financial services heavy hitters to join him at DriveWealth. From former CEOs, CFOs, CTOs, and Managing Directors to young, smart talent, the DriveWealth team has both the experience and the enthusiasm to reinvent investing for all.
Throughout his more than 30 years in financial services, Robert served in a variety of high-level positions at prominent Wall Street firms, including Credit Suisse A.G., First Chicago Advisory Group, and Merrill Lynch. He has been both a co-owner and managing member of numerous financial services businesses, the CEO of an Inc. 500 firm, and a recipient of the Ernst & Young Entrepreneur of the Year award.
In 2001, he co-founded FX Solutions, LLC, a foreign currency trading business, and served as Co-CEO until 2009. FX Solutions made the Inc. 500 list of fast-growing private companies for three consecutive years having achieved revenue growth rates of 1,571%, 744%, and 612% for 2005, 2006, and 2007, respectively. After FX Solutions earned a $255 million enterprise valuation, Francisco Partners, a private equity firm, invested an additional $156 million.
Robert also co-founded Financial Labs, LLC, a high-frequency principal trading business that achieved profitability within its first year of launch. It was later purchased by Bank of America in 2006 for $43 million. In total, FX Solutions and Financial Labs created approximately $300 million in shareholder value on its aggregated invested capital of $4.3 million. Rob also served as a partner in Tachyon Capital Management, LLC, and was a co-founder of TAB Networks, Inc., where he served as Co-CEO from 2009-2012.
Robert believes that prosperity is not a zero-sum game and is proud to spearhead the DriveWealth team in modernizing the way the world invests. Since its inception, DriveWealth has reached users in more than 150 countries. All around the world, Rob and the DriveWealth team are introducing their new way of investing to their partners’ customers.
Rob earned a Bachelor’s Degree in Biochemistry and an MBA in International Finance from Lehigh University. He holds FINRA Series 3, 7, 24, 34, and 63 licenses.
Mark served as an Operations Assistant for CL King & Associates before joining the Financial Industry Regulatory Authority (FINRA), where he worked for 11 years, rising to the position of the Director of Surveillance for New York’s District Office. He worked extensively on the areas of investment banking, cybersecurity, and conflicts of interest. He was also a primary contributor in developing FINRA’s risk-based regulatory surveillance and examination programs.
Mark earned a Bachelor’s Degree in Economics from Bowdoin College. He holds a FINRA Series 24 license.
Ryan joined DriveWealth from Stash Invest, a B2C digital financial services company, where he served as Vice President, Brokerage and Head of Operations. Among his responsibilities were developing and scaling Stash’s retail brokerage business and streamlining broader platform operations, including the product suite and underlying technology platforms, to support embedded investing, banking and rewards experiences across millions of accounts.
Previously he held senior positions over more than 10 years at Macquarie Securities, the institutional brokerage division of Macquarie Group, as Senior Vice President & COO, US Equities, and was a member of the Global Risk Management Group. There he helped build out and manage Macquarie’s Cash Equities and Derivatives Trading Business in the U.S., including execution, clearance and settlement capabilities.
Ryan graduated with a BS from Georgetown University’s School of Foreign Service.
Prior to joining DriveWealth, Mike was the first CIO/CTO at HealthEquity, the leading HSA administrator, where his main responsibility was to develop their proprietary HSA platform. Mike is a long-time believer in the power of HSAs to transform the health care experience of consumers, and is excited to bring the first open API platform to the market and enable far greater diversification, innovation and competition among providers. Mike has over 30+ years of experience in the technology and financial services industries.
Mike earned a Bachelor's Degree in Electrical Engineering from George Mason University and an MBA in Leadership from the University of Utah.
Prior to joining DriveWealth, Frank worked in the treasury department at Eastman Kodak, then as Assistant Treasurer at the Bank of New York Mellon. He was subsequently promoted to Vice President and was responsible for building an EMS (European Monetary System) trading desk. Frank later held the role of Vice President for Credit Agricole CIB, Handelsbanken, FXDD, and TAB Networks.
Frank earned a Bachelor’s Degree in Business Administration from Pace University.
Most recently, Julie was Chief Operating Officer of Galaxy Digital and provided strategy and operations consulting services to mostly blockchain and cryptocurrency start-ups. Prior to working in blockchain, Julie was Chief Operating Officer of E*Trade Retail Services, which included the firm’s sales, service and digital channels, plus investing and trading businesses. While at E*TRADE, Julie also served as SVP, Transformation Management focused on transforming the firm’s technology development and infrastructure.
Previous roles also include Global COO of Global Investment Solutions for Deutsche Bank Wealth Management, Head of Strategy and Business Development for EMEA Wealth Management at Merrill Lynch, and Director, Investment Banking Strategy at Merrill Lynch.
Julie earned a Bachelor’s Degree in Political Science, as well as an MBA in Finance and Marketing from Rutgers University. Additionally, Julie earned an MBA in International Marketing from CERAM Sophia Antipolis in France.
Before joining DriveWealth, Mike served as the Network Operations Manager for Outsource Partners International. During his tenure, he expanded the network from a one-site, 20-person location to a seven-location, 700 employee network that spanned overseas and employed a broad range of technology. Subsequently, Mike became Director of Technology for Bluebird Auto Rental Systems and the Senior Network Engineer for FX Solutions and TAB Networks. At both FX Solutions and TAB Network, he was responsible for the infrastructure as a whole and led teams to upgrade every facet of the data centers with new, cutting edge technologies while maintaining a 99.999% uptime record.
Mike earned a Bachelor’s Degree in Computer Science from Rutgers University.
After working for Merrill Lynch Capital Markets and as the AVP of Planning and Development for Moody’s Investors Service, Michael joined a startup, Market News International (MNI), where he served as CEO for 22 years. He took MNI from its initial phase to its status as the news division of Deutsche Bӧrse AG, which encompassed operations in 11 countries. Michael also served as the President of the News and Analysis Division of Xinhua Finance. There, he spearheaded a newly structured group that included three separate business entities: MNI, Xinhua Finance News, and Stone & McCarthy Research Associates.
Michael later became the CEO of Gimme Credit, an independent corporate bond research firm. He currently serves as an Advisory Board Member for MT Newswires and as a member of the Board of Directors for Nathan Associates, Inc.
Michael earned a Bachelor’s Degree in Business and Economics from Lehigh University, and served on the Lehigh Board of Trustees.
Prior to working at DriveWealth, Rob served as a Clerk for Cuttone and Co. There, he worked alongside industry pioneers at a firm that specializes in providing institutional execution services at the point-of-sale across all U.S. Exchanges, ATSs, ECNs, and on the NYSE trading floor.
Rob earned a Bachelor of Science Degree in Economics from Drew University. Rob holds a FINRA Series 57 license.
Kevin has acquired more than 35 years of experience in managing regulatory, legal, marketing, customer support, and human resource matters. Prior to joining DriveWealth, Kevin worked at a leading energy company where his responsibilities included strategic planning, mergers and acquisitions, corporate affairs, product development, and marketing and sales functions. He also served as the Chief Operating Officer for both FX Solutions, LLC, and TAB Networks, Inc.
Kevin earned a Bachelor’s Degree in Civil Engineering from Lehigh University and an MBA in Financial Management from Pace University.
During Stephen’s decades of experience in the financial services industry, he has worked in sales and trading at DLJ, Prudential, and Credit Suisse. He was part of the core team that launched FX Solutions, LLC, and served as Chief Operations Officer. There, he was responsible for the development of business rules and administration functionality for the Global Trading System platform, for and overseeing customer support and of operations.
Stephen earned a Bachelor’s in Business from Fairleigh Dickinson University.
Michael began his financial services career as a financial analyst at Merrill Lynch & Co., then later served as Controller at First Rock Financial Corporation. Michael then worked at Prudential Equity Group as the Managing Director of Finance and Administration, and later as the CFO and the Chief Administrative Officer. He was also the Financial and Operations Principal for Prudential’s NYSE-member broker-dealer, overseeing more than 100 professionals, and managing the P&L with revenues exceeding $300 million. Michael also served as the Chief Administrative Officer for FX Solutions and as the C-Level Consultant to the CEO at TAB Networks.
Michael is a Certified Public Accountant, a Chartered Global Management Accountant, and a Chartered Financial Analyst. He earned a Bachelor’s Degree from Lehigh University with a dual major in Accounting and Finance. He holds FINRA/NFA Series 3, 7, 24, 27, 34, 55, 63 and 99 licenses.
Michael’s entrepreneurial nature is supported by over 25 years of investment banking, corporate strategy, and advisory experience. He started his financial services career as an Investment Banker at Smith Barney, Inc., then later founded and was the Managing Director of Crest Partners, LLC. Michael has also served as the Head of Advisory Services and the Financial Sponsors Group at Sanders Morris Harris, as CEO and Co-Head of Investment Banking at Madison Williams, LLC, and as a Managing Member of VMF Advisors, LLC.
Michael earned a Bachelor’s Degree in Finance from Georgetown University. He holds FINRA Series 7, 24, 62 and 63 licenses.
Throughout Pat’s more than 35 years in financial services, he has served as the Senior VP for Prudential Securities and for Prudential Equity Group, LLC. Prior to joining DriveWealth, he also worked at Avon Cosmetics as the Senior Manager in IT Finance where he focused on the support of Financial Functions.
Pat earned a Bachelor’s Degree in Accounting at Mercy College. He is a Certified Public Accountant and holds FINRA Series 3, 7, 15 and 63 licenses.
Paul began his career as an OTC market maker at Goldman Sachs. He spent the next decade working with hedge funds as an introducing broker to more than a dozen different clearing firms. His most recent brokerage position prior to DriveWealth was at Cuttone & Co., the largest independent broker on the NYSE, where he focused on trading, clearing, and investment banking services. Paul has earned a FINRA Series 7, 55 and 63 licenses.
Dan has over 26 years’ experience in financial services and fintech solutions. Prior to joining DriveWealth, Dan was a co-founder at Financial Guard, one of the first direct-to-consumer Robo advisor web services. Dan was instrumental in developing a revolutionary HSA investment platform at HealthEquity, the leading HSA administrator. Dan is focused on expanding the visibility and penetration of the health and wealth benefits of HSA’s, the most valuable, flexible tax advantaged investment account in America.
Dan attended Brigham Young University where he studied Media Management and Communications.
Megan’s background is in accounting and finance. She has a particular interest in blockchain technology and cryptocurrency, having started up her own accounting SaaS company in that industry.
Megan earned her Bachelor’s Degree from St. John’s University.
Prior to joining Drivewealth, Glenn has worked as a Senior Software Developer for established firms such as Merrill Lynch, Dow Jones, ICAP, and Prudential. He also has worked at many startups such as MarketFactory, Gain Capital, and Tech Conveyor. Throughout his more than 20 year career, Glenn has created multiple trading applications to provide an easier, more streamlined user experience in the U.S. and international markets.
He graduated from East Stroudsburg University with a Bachelor of Science Degree in Computer Science.
Prior to joining DriveWealth, Richard served as the Associate Vice President for Prudential Financial for 14 years. There, he was responsible for margin regulatory compliance, margin system development, asset disbursement, and margin loan approvals. After his tenure at Prudential, Richard joined Morgan Stanley. During his 11 years at the firm, Richard worked as a Technical and Regulatory Advisor and subsequently served as VP for NY Private Wealth Management Branch Operations. As VP, he supervised branch and national functions of processing and updated approximately 30,000 customer accounts as well as wiring $100 million daily.
Richard earned a Bachelor’s Degree in Political Science from Fordham University. He holds a FINRA Series 99 license.
Prior to joining DriveWealth, Barry was a Founding Partner and Senior Network and Systems Engineer at FX Solutions and the President of Swell Network. Later, he became the Founder, Partner, and Creative Director at Alwayswater, where his clients included Pepperidge Farms, Universal Music, GlaxoSmithKline, and Rolex. When Alwayswater was acquired by Ammirati (now an IBM company), Barry served as the CTO and added Vitaminwater, Jerry Seinfeld, Coca-Cola, and Capcom to his client list. Barry also developed the front-end store for the entire Kindle Fire product family as Audible, Inc.’s UX and Front End Consultant, Connected Devices. He designed complex UX interactions on desktop and mobile and worked seamlessly between design, UX, and development departments. He also mentored a team of 15+ software development engineers and designers in front-end best practices and optimizations.
Barry attended Millersville University for Meteorology.
Stephen improves the international finance strategies available to his clients, which traditionally have been CEOs of foreign public companies. His contributions to developing new, more efficient, transparent, and cost-effective methods to trade equities aligned with the launch and roll-out of the OTCQX, (the top tier for the over-the-counter trading of stocks) market in the United States.
Stephen played a pivotal role in building successful businesses around these capabilities at four boutique investment banks. In developing these businesses throughout Asia, Australia, Latin America, and Europe, Stephen has provided his expertise to thousands of multinational issuers. As an investment banker and trusted advisor, Stephen advised nearly 10% of all issuers listed on the OTCQX, which today is an equity marketplace valued at more than $1.4 trillion.
Stephen earned a BA in Economics from Davidson College and graduated from the St. Mark's School of Texas. He holds FINRA Series 7, 24 and 63 licenses.
Mark has been delivering IT solutions in the financial space for more than 30 years. He has extensive experience in financial services with a focus on Capital Markets Administration, Investment Banking, Equity Research, and Equity Sales & Trading.
Mark spent a significant part of his career at the Prudential Equity Group. He was part of a global IT initiative at Avon Products with a concentration on South America.
Mark has earned a Bachelor’s Degree from Rutgers University with a dual major in Computer Science and Business Administration. He is active in the volunteer arena and thru his family-owned restaurant has provided over 25,000 meals for the needy of Hoboken.
Prior to joining Drivewealth, Jeff most recently served as a General Counsel and COO to American Global Wealth Services and Benchmark Investments. Jeff also served as Managing Director and Head of Financial Crimes for UBS in North and South America for all the U.S.-based UBS entities. Prior to UBS, he was Regional Director and Senior Vice President overseeing FINRA’s South Region. He also oversaw FINRA’s National AML Investigation Team and helped to create and oversee FINRA’s Securities Helpline for Seniors. He also served as the District Director of FINRA’s District 10 Office located in New York. Prior to joining FINRA, Jeff served as an assistant district attorney in the Westchester County District Attorney’s Office for three years.
Jeff is a graduate of Villanova University and Pace University School of Law. Mr. Pasquerella is a member of the New York and Connecticut State Bars.
Prior to joining DriveWealth, Liz was VP of Business Development at Celsius Network, the industry-leading cryptocurrency interest-earning platform which has earned global accolades for record growth both in adoption and in AUM. During her tenure there, she closed the first funding round of $32M, built the institutional lending offering, onboarded the first counterparties, and expanded those to include over 200 of the most innovative companies in the digital asset industry.
For over two decades, she has worked with founders, product teams, partners, and investors to create scalable revenue streams with new technology. Before her blockchain and crypto experience, she worked with a variety of technology and BPO companies including the accessibility/assistive technology, VoIP/telecom, publishing, biotech, and healthcare verticals.
She is an Activator at SheEO, a global initiative designed to radically transform the way investors finance and support female entrepreneurs; she has served on the boards of several startup ventures. She also spent many years in international social service non-profits.
Liz has a BA in English from Barnard College, Columbia University.
Before moving into his current role, John was the Lead Front-End developer at DriveWealth. He was intimately involved in the design and deployment of many elements of the company’s technology offering, and consistently worked directly with our partners to bring their investment products to life.
Prior to joining DriveWealth in 2015, John worked as Lead Developer and Web Designer at a number of companies, including Meddle, Fountain Healthcare Partners, Whisk, and DNA-7.
John holds a FINRA Series 7 license.
Prior to joining DriveWealth, Mark served as the Founder and Managing Director for Global Conexions, LLC. During his 12 year tenure, Mark assisted numerous Fortune 500 companies and other enterprises in their efforts to expand internationally and generated $183 million in foreign direct investment for Sweden, Germany, Spain, Italy, France, and the United Kingdom. He also managed operations for a variety of companies focused on asset management, hedge funds, mutual funds, and a venture capital introduction firm.
Mark became the youngest Strategic Account Manager at MCI Telecommunications and then served as the Director of Sales and Marketing for Tele-Name Communications. He’s also been the VP of Business Development for Telecom Ireland and then as a Senior Advisor for Invest in Sweden Agency.
Mark earned a Bachelor of Science in Economics from Allegheny College.
Prior to joining DriveWealth, Stan was President & CEO of SaveDaily, a financial technology company with private label capabilities. He also worked at Fidelity Investments Custody & Clearing Solutions (FCCS) as a Senior Relationship Manager, supporting $34B in assets covering the largest west coast Banks, Trust companies, Registered Investment Advisors (RIA), and Independent Recordkeepers. Stan has over 22+ years of experience in the financial services industry.
Stan earned a Bachelor’s Degree in International Studies from McDaniel College and an MBA in Finance from University of Leicester in England. He holds FINRA Series 7, 63, 9, and 10 licenses; and an Accredited Investment Fiduciary designation (AIF).
Joseph earned a Bachelor’s Degree in Economics from Drew University.
At FINRA, Christopher was an Associate Principal Examiner and led teams that were responsible for executing complex investigations of financial crime/fraud, operational, and sales practice-related risks at a variety of high-impact and global financial institutions. He was also a member of the regional specialist and mentor program, where he developed and administered training programs to district staff on risk-based examination and effective writing techniques.
Christopher earned a Bachelor’s Degree, cum laude, in Economics and Classics from Bucknell University. He was elected to the Mortar Board National Honor Society, and also received a J.D. from Seton Hall University School of Law, and is admitted to the bar in New York and New Jersey.