– USA, IL – YCharts, cloud-based investment analytics and communications platform for RIAs, broker-dealers, and asset managers today announced the appointments of three industry veterans James L. Fox, Estee Faranda, and Dave Welling to its Board of Directors, to help shape the long-term growth strategy of YCharts.
“It was important for us to assemble a strong Board of Directors to help shape and execute on the exciting next chapter of our rapid evolution and growth. I’m thrilled to have enlisted Jim, Estee, and Dave’s coaching, mentoring, and strategic insights. Individually they are each incredibly impressive. Collectively, they will provide immense value both strategically and operationally,” said CEO, Sean Brown.
“We are excited to have Jim, Estee, and Dave join the board at YCharts. Their collective experience and insights will help drive the company’s next stage of growth and positioning as a market leader in wealth management technology,” added Mitchell Hollin, Partner at LLR Partners, which acquired YCharts in October 2020.
The three new board members will join existing board members Sean Brown (YCharts), Mitchell Hollin (LLR Partners), and Sam Ryder (LLR Partners).
About James L. Fox
James L. Fox is the current Chairman of the Board, Envestnet, Inc., and member of the boards of Ultimus Fund Solutions, LLC and Madison CF (UK) Limited. Jim was previously President and CEO of FundQuest, Inc., and President of First Data Investor Services Group. He has over 30 years of senior executive experience including additional leadership roles at The BISYS Group, Inc., GovOne Solutions, and PFPC.
About Estee Faranda
Estee Faranda is the CEO of PFS Investments, Primerica’s Broker-Dealer and Registered Investment Advisor. Before joining Primerica, Estee was an executive at Envestnet, responsible for all asset management products on the platform. Before Envestnet, Estee worked at Morningstar Investment Management. She currently serves on the board of directors of the American Securities Association.
About Dave Welling
Dave Welling is the CEO of Mercer Advisors, a full-service wealth management firm and one of the largest independent RIAs in the U.S. Before Mercer, Dave was a senior executive with SS&C Advent, Black Diamond, Charles Schwab, and Bain & Company.
YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF research, portfolio construction, idea generation, and market monitoring.
For more information: https://ycharts.com/
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