Convergence in wealth management
The Wealth Collective
Director, Securities & Investments, Datos Insights
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in wealth management and capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and planning services, as well as private banking and trust.
Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.
An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal.
Will holds a Bachelor of Arts degree from Harvard College
Global Head of Strategy, SEI’s Private Banking and Wealth Management business
Allie Carey heads strategy for SEI’s Private Banking and Wealth Management business. In this role, she defines the business segment’s strategic growth plans in collaboration with executive leaders across the company.
She is focused on strategic planning, global wealth management industry landscape assessment, global go-to-market strategies, channel partnerships, product/solution strategies, and M&A opportunities.
Prior to joining SEI, Allie served as VP of Product Management at AscellaHealth. Previously, Allie served as the Managing Director of Front Office for SEI’s Advisor business. In this role, Allie was responsible for the Advisor Business Platform.
Allie earned her Bachelor of Arts degree in international relations from Bucknell University.
Co-Founder and Managing Partner at FINTOP
He brings to the firm a 30 year track record of guiding financial technology companies through growth and acquisitions. Currently, Rick sits on the board of directors of ToltIQ, Cardo AI, Decusoft, Hazeltree, Helix by HL, Pulsora, SnappyKraken, & VRGL.
Rick previously led investments for FINTOP Capital at DealCloud (acquired by Intapp) and Solovis (acquired by NASDAQ). He was the former CEO of DealCloud, Founder and CEO of iLevel Solutions (acquired by Ipreo in 2015), and Founder, Chairman and CEO of Archive Systems (acquired by Access Information Management in 2015).
Rick earned a B.S. in Chemistry and Business from James Madison University, and currently serves on the board of JMI.
Director of Innodata (NASDAQ-INOD), currently Lead Independent Director, since March 2009. Chair of the Company’s Leadership and Compensation Committee since June 2009, Chair of the Company’s Nominating Committee since June 2020 and a member of the Company’s Audit Committee since December 2013.
Mr. Massey is General Partner of Stewart Massey Consulting LLC. Through that entity he advises financial services firms and family offices on governance, investments and growth initiatives. Mr. Massey served as Founding Partner of Massey, Quick, Simon and Co. LLC, a provider of investment advisory and consulting services for endowments, foundations and wealthy families, from 2004 to September 2018. Prior to founding Massey, Quick in 2004 Mr. Massey had a 20 year career with Morgan Stanley & Co. performing various roles in the institutional securities division based out of New York, Hong Kong and Tokyo. Mr. Massey served as President and CEO of Robert Fleming, Inc. in 1997 and 1998 with regional responsibility for equity sales and trading, research, capital markets, investment banking, and asset management in the Americas. Mr. Massey holds a B.A. degree in History from The College of Wooster (1979), where he has served as a Trustee since 1987. As an Emeritus Trustee he serves on the Trustee and Governance, Finance and Investment committees. Mr. Massey also served on the investment committee of Hobart and William Smith Colleges from December 2010 to April 2023. Mr. Massey attended the Wharton School Corporate Governance: Maximize Your Effectiveness in the Boardroom certificate program in 2022.
Co-Founder & Chief Executive Officer, Gridline
Logan started Gridline to address fundamental inefficiencies in fund structuring, operations, and investor access, and is leading the company’s vision to build the infrastructure layer for the future of alternatives. Prior to Gridline, he was CEO of Salesfusion, where he scaled the business and led its successful exit to Accel-KKR. Earlier in his career, Logan advised technology companies on M&A as an investment banker at SunTrust Robinson Humphrey. In addition to his role as CEO, Logan leads the investment committee. He holds a Series 65 license and previously held Series 7, 63, and 79 licenses.
Managing Director, SEI Access Platform, SEI
Mat Dellorso is the Managing Director of the SEI Access platform and is responsible for growth of SEI’s alternative investment technology and marketplace businesses. Mat works with fund managers, firms and financial advisors on alternative investment allocations and operations.
Mat has been with SEI since Altigo was acquired in December of 2024. Mat is the founder of Altigo and its parent company, WealthForge, a financial technology and alternative investment broker-dealer based in Richmond, VA. Mat has been an entrepreneur and leader in the alternative investment industry since 2008.
Mat is a graduate of the University of Richmond earning degrees in both Finance and Entrepreneurship. He currently holds the FINRA Series 7, 24, 63 and 79 licenses.
Mat is an avid golfer, sports fan and traveler of the tropics.
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Contact Conor O'Brien