AdvisorAdit exists to serve the financial advisor community. We bring advisors and providers together through an independent, confidential channel where advisors can harness valued provider information and curate it, along with their own content, to help build sustainable relationships with their clients.
Always on Your Terms – Select only the providers relevant to your business
Anywhere, Anytime, Any Leading Device – Only an Internet connection is needed
We think information delivered when it is actually needed is most powerful. Unlike e-mail and other content distribution methods, AdvisorAdit strives to make provider content truly on-demand. With our Cloud-based application advisors can access provider as well as their own content anywhere, on any leading device.
Confidential Archiving – Save, comment and collaborate with your colleagues
We believe that advisory practices are better able to grow when all members share a common base of information. With an Advisory Firm subscription, all associates can access and collaborate on important content - including their own. Users can view, store, tag and comment on all pieces posted to AdvisorAdit.
Martha Gallagher, Co-Founder, Managing Partner
Martha’s comprehensive understanding of advisors, and in-depth experience in building robust infrastructures has led to AdvisorAdit’s industry-first capabilities. Martha draws on over 25 years of financial services experience focused on business strategy, process and growth providing consultation to some of the nation’s largest advisory firms and broker/dealers. As a Vice President and Senior Relationship Manager at Fidelity Investments, Martha managed many of Fidelity’s largest RIAs for ten years. Martha earned her Bachelor’s Degree at Columbia University and she holds Master’s Degree from NYU Stern School of Business.
Stephen Buscema, Co-Founder, Managing Partner
Steve’s experience in leading transformative technology-based solutions is the cornerstone of AdvisorAdit’s capability to promote substantive relationships between advisors and providers. Steve is a leader in advanced-trading technologies and financial products management. He has over 18 years experience integrating e-finance and technology on a global level. Previously, Steve was Vice President at State Street for 9 years, where he created and led its multi-asset class trading connectivity platform. Steve is a graduate of The University of Massachusetts Lowell where he earned Bachelor’s degree in Accounting and Economics.
For the past 15 years, Gerry has been on the front lines of systems architecture and development for large-scale, enterprise-caliber platforms.
Gary Gallagher currently serves as Senior Vice President, Investment Products for Fidelity Institutional (FI), which offers clearing, custody and investment management products to Registered Investment Advisors, Broker/Dealers and other intermediaries.
Joseph Kuo has over 15 years of corporate and financial public relations experience, encompassing both proactive visibility programs as well as communications support for transactional and special situations for many of the industry’s leading organizations.
At the Gartner Group, David has a unique perch to view and advise some of world’s largest corporations on the ever-changing technological landscape.
Ruth is a proven leader in helping global financial services organizations define and develop their brand to effectively reach clients around the world.
Craig has held numerous executive level positions in both global corporations and on-the-ground start-ups.