Wealth Access, the wealth management financial services technology firm, has hired Gene Reese as chief product officer, while appointing Chris Haley to its advisory board.

Nashville, TN-based Wealth Access, the wealth management technology firm, has hired Gene Reese as chief product officer, while appointing Chris Haley to its advisory board.

Reese was previously CPO at Interactive Advisory Software, having started his career at Investment Scorecard, which provides third-party performance reports and was acquired by Informa in April 2007. In the latter role, he analyzed investment data while working in project management and systems analysis.

Meanhile, Haley - a principal at Harbor View Advisors - was previously chief financial officer and general counsel of Black Diamond Performance Reporting, where he helped grow the firm from $1.5 million in revenue to more than $12 million in four years, Wealth Access said. Black Diamond was acquired by Advent Software in June 2011.

Wealth Access targets the RIA market, but has also partnered with regional broker-dealers, a “top five” accounting firm in the Southeast, single family offices and banks.