People Moves
EXCLUSIVE: Wealth Data Aggregator Names New Chief Technology Officer

A prominent data aggregator business for the wealth management sector, based from Connecticut, has named a new CTO, this news service can exclusively report.
Private Client Resources, a wealth data aggregator business working with private banks, registered investment advisors and family offices, has hired Rob Neville as its new chief technology officer, this publication can exclusively report today. The firm said it aims to double the assets it aggregates for wealth firms and their clients.
Neville was formerly director of engineering and head of exchange technology at itBit and he led a team of more than 20 technologists. Neville has a long history of software development and technology management in financial services delivering solutions to the financial services industry, PCR said in a statement to Family Wealth Report.
“Over the past year, we have been transforming how wealth managers and their private clients interact and communicate. Our new client communications platform helps advisors to regularly and easily communicate valued information to private clients. Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system," Robert Fiore, president and chief executive at PCR, said.
“Rob Neville’s strategic vision, technical expertise and passion will lead our continued innovation and drive our efforts to reshape a marketplace that for too long has been focused on just pretty pie charts. As a result, over the next year we plan to double the assets we aggregate for wealth managers and their ultra-high-net-worth clients,” he said.
PCR, founded in 2000, serves ultra-high-net-worth families and their advisors by providing an aggregated total wealth view of their assets and liabilities.