IRALOGIX - Key Persons
Lowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused....
Bringing over 20+ years of experience building and scaling teams and developing financial services technology within the industry,
Dave is a proven leader with a long history of success in founding and leading business initiatives within the retirement and investment management industry.
His 25 years of executive leadership range from founding and building several business initiatives for Charles Schwab, DLJ, Credit Suisse and Bank of Montreal's Harris Direct, to leading national expansion efforts for Oppenheimer Funds and Nicholas Applegate Capital Management. Prior to joining IRALOGIX, Dave was instrumental in leading GuidedChoice to the forefront of the retirement focused advice and managed account industry.
Pete has an extensive and successful background in building retirement and financial services businesses where he now leads the growth and customer service aspects of our company.
Lowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused organizations that changed the retirement services landscape.
Lowell's over 37 years of experience spans working for the ERISA enforcement agency in U.S. Department of Labor's (EBSA), creating a TPA compliance practice and overseeing, consulting on products, procedures and technology for clients of Universal Pensions, now Ascensus, conducting market research for clients of what is now Broadridge Financial, and as a founding executive was actively involved in creating the initial business and technology plans for Invesmart (now owned by The Standard) and created the first online retirement plan design tool. Lowell is a published author and a frequent speaker at industry conferences.
Prior to the founding of IRALOGIX, Lowell founded and ran Inspira, now owned by Millennium Trust Company.
Christine brings a wealth of expertise and leadership capability to IRALOGIX, as well as the ability to drive operational efficiency, technology, and product management enhancements across the industry.
Over his 35 years, he specialized on the retirement side of the industry where he led the growth strategies for such firms as Cigna Retirement and Investments, Strong Capital Retirement, Wells Fargo Retirement and Trust as well as Waddell & Reed and Ivy Funds. It was his observations that the retirement industry and the wealth industry were leaving the average retirement saver behind. The drive to find a better solution led Pete to co-found IRALOGIX.