WealthForge, a financial technology company that helps automate investments into alternative securities, has hired Skip Carleton as enterprise account executive and Jack Armstrong as sales development representative.
WealthForge said that Carleton and Armstrong will assist senior director Megan Bosch in addressing independent broker-dealer demand for Altigo, the company’s straight through processing platform.
Carleton has more than 10 years of experience in sales and client relationship management in the financial industry. Previously, he served as regional sales director at FTSE Russell, head of client relations at BMI Research, senior relationship manager with S&P Global Market Intelligence, and equity analyst at Dorsey, Wright & Associates.
Armstrong has worked in utility-scale renewable energy development and most recently as a sales development representative for Namely, a human resources and payroll company. He also spent a year teaching history at a boarding school in England following his graduation from the University of Virginia.
“Now, more than ever, we are seeing that straight through processing technology is a necessity rather than a convenience in the alternative investment industry. We are thrilled to have Skip and Jack onboard to help shoulder the increasing interest in our platform,” says Bill Robbins, CEO of WealthForge.
The Altigo platform currently hosts a range of alternative investment products, such as Private and non-traded real estate investment trusts, qualified opportunity zone funds, business development companies, and more than 75 percent of all live 1031 exchange Delaware statutory trust products. Since Altigo was first announced nearly a year ago, the company reports transactions in excess of $100 million submitted through the platform.
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