Key Team Members
Leith Thomas
CEO
Jackson Tidswell
Operations & AFSL Compliance
Frank Wang
Head of Software Development
Nilesh Chauhan
Head of Portfolio Administration
Suzy Dimitrevski
Portfolio Administration
Lavu Vallabh
Distribution
Alignment of values
If your firm wants to work with a team who built and ran an advice firm on exactly this structure, who understands
your world and can speak your language, we should talk.