This publication brings latest news on moves and appointments in the wealth management sector.

WealthHub Solutions, a fiduciary management software company, has named Jim Marks as its new chief executive. Dick Corl, the previous CEO, is still affiliated with the company, but now as a director and advisor, the firm told this publication when asked about the matter.

Marks provides over 30 years of experience in finance technology to the company. His resume includes becoming the first Wall Street equity analyst to focus on financial technology. He also founded the legal technology bank, Marks Baughan, and served as president of the bank for nine years. Future Banker named Marks one of the 25 Most Influential Personalities in Financial Services. 

WealthHub Solution’s founder and director, Anthony Joffe, said of Marks’ appointment: “Jim’s expertise and experience working with financial technology companies from start-ups to the leading companies the space in invaluable. His background is tailor-made to lead WealthHub in its next phrase of growth and development.”

Marks most recently served as president at Fiberlink, Folio Dynamix and Keystone Risk Partners, all which are US based FinTech companies.

“I am looking forward to working with the team at WealthHub and our partners and customers to fully realize our potential,” said Marks about the new position.