In her role, Bornstein-Bayer will lead all internal systems, consulting operations, and oversight of the management team through the development of tools and processes that will help optimize and automate the firm’s efficiency, team cohesion, firm performance, and client wellbeing. She will also lead ongoing recruitment efforts.

Bornstein-Bayer has led technology and executive teams at some of the world’s leading financial institutions - including First Republic Bank and Wells Fargo. She has designed and implemented wealth management technology products for companies such as NorthStar Systems and a private venture. She started her career in wealthtech, helping launch pioneering data and analytics solutions at Advent and Wilshire. In addition, Bornstein-Bayer has worked as a private wealth advisor for Merrill Lynch and MyCFO.

Her appointment comes after the firm launched its proprietary all-in-one platform, Outsourced CTO, a customizable technology implementation solution that provides C-suite level oversight and management for small- to mid-sized firms.