Proven tech leader tapped to add services and build infrastructure for the firm’s expanding user. EncorEstate Plans, a fintech company that provides estate planning software designed exclusively for financial advisors, announced that it has hired Riskalyze co-founder Matt Pistone as the firm’s first Chief Technology Officer, where he will focus on building out the company’s technology strategy to serve its growing enterprise business. Pistone will be responsible for the firm’s software development, including UI/UX design, API development and implementation, the product roadmap, and more. EncorEstate Plans empowers financial advisors to grow their practices through industry-leading estate planning, a highly important yet often overlooked aspect of client service. In the past two years, the number of advisors using an estate planning tool has increased 200%, and EncorEstate Plans is poised to capture that growth. EncorEstate Plans has the highest customer satisfaction rating of any software tool in the category, and the firm works with a wide range of registered investment advisors (RIAs), from small teams to the largest RIAs in the country. Since inception, the team has completed nearly 10,000 estate plans, working with thousands of advisors at more than 600 firms in all 50 states. Pistone’s leadership will accelerate the firm’s growth and catalyze innovation. “I’m excited to join the EncorEstate Plans team to build on an extremely solid foundation,” Pistone said. “As a startup, EncorEstate Plans already has strong revenue and product-market fit. I look forward to helping to take the company to the next phase of growth as we add more platform features and processes to better serve the needs of our advisors.” Prior to joining EncorEstate Plans, Pistone co-founded Riskalyze, where he served as the Chief Technology Officer for 10 years. He grew the engineering team from zero to more than 50 employees across three offices in two countries. “Matt is an outstanding technology leader who knows how to effectively scale engineering teams and develop best-in-class systems,” said EncorEstate Plans CEO Matt Morris. “As we build our infrastructure, Matt is the right person to lead our product teams and ensure we’re tapping into both existing and emerging technologies to meet the needs of our advisors and their clients.” According to a recent Merrill Lynch survey, only 55% of Americans ages 55+ have a will, and just 18% have the recommended essentials of a will, healthcare directive or proxy, and durable power of attorney. EncorEstate Plans is designed to address fundamental systemic challenges in the system, providing clients and their families with the peace of mind that comes with having an estate plan while also empowering advisors to grow their businesses. EncorEstate Plans Hires Riskalyze Co-Founder Matt Pistone as Chief Technology Officer Christopher Keenan has joined TorchStone’s growing leadership team as Vice President, bringing over 25 years of qualitative experience in worldwide security operations, including all aspects of high profile executive protection. TorchStone Global, a premiere risk mitigation and security firm, announced that Christopher Keenan has joined the team as Vice President. Christopher brings over 25 years of experience in worldwide security operations, management, and leadership, including 18 years as a Special Agent with the U.S. Department of State’s Diplomatic Security Service. Christopher will be based out of TorchStone’s Los Angeles office; however, he will be supporting TorchStone’s corporate clients, high-profile political figures, celebrities, family offices, and other private clients across the world. He will provide executive protection, event and venue security coordination, threat and vulnerability assessments, risk mitigation, secure travel operations and logistics, internal program audits, and training. Christopher has extensive experience providing protection for ultra-high-net-worth clients and their families, leading all aspects of their security, including estate security at multiple residences; ground, air, and maritime travel; screening and vetting of household staff; and corporate, legal, and law enforcement liaison. While Christopher was with the State Department, he conducted complex criminal, human trafficking, terrorism, counterintelligence, and fraud investigations; protected U.S. and foreign dignitaries, and managed the comprehensive physical, personnel, and classified information security programs at multiple U.S. embassies and consulates. Highlights of his public sector career included protecting the Secretary of State, from Colin Powell through Mike Pompeo, including full-time assignments with Condoleezza Rice and Hillary Clinton. He also established the State Department’s presence as the first accredited agency liaison officer at EUROPOL in The Hague. He served on the FBI’s Joint Terrorism Task Force, investigating international and domestic terror threats to the U.S. He also led the protective security program as the agent in charge for the U.S. Ambassador to the United Nations, supervised the investigative unit at the U.S. Embassy in Baghdad, and led high threat protective operations in the Middle East, West Africa, and the Palestinian territories. TorchStone’s Founder and CEO, Frank Rodman shared, “We’re excited to welcome Christopher to our global leadership team. His expertise in wraparound protective services for highly public figures, great attention to detail, care, and engaging presence made him a natural fit for TorchStone’s culture and clientele.” Christopher is a graduate of Purdue University where he double majored in Psychology and Sociology. He also served in the U.S. Army where he earned both Airborne and Ranger qualifications and was part of a light infantry quick reaction force covering Europe, Africa, and the Middle East. TorchStone Global is a leader in global risk mitigation and security, delivering proactive guidance and protection for prominent clients around the globe. TorchStone provides managed professional security services and protective intelligence to high-profile individuals, families, corporations, professional sports leagues, athletes, entertainers, and politicians, including major primary candidates in each of the last five U.S. presidential election cycles. Combining state-of-the-art proactive strategies with experienced professionals and cuttingedge technologies, TorchStone provides discreet, relationshipbased security solutions for their clients around the globe. For more information, please visit: http://www.TorchStoneGlobal.com.
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