Vestmark Portfolio Update

Vestmark is a classic example of an excellent management team that knows how to simply execute on their plan. The company continues to maintain the “gold standard” in revenue growth and they achieved record revenue levels in Q1 2017 and nearly reached that same level again in Q2 2017. 

Vestmark is a classic example of an excellent management team that knows how to simply execute on their plan. The company continues to maintain the “gold standard” in revenue growth and they achieved record revenue levels in Q1 2017 and nearly reached that same level again in Q2 2017.

They now have more than $700B of platform assets. Outside of the traditional operating metrics, Vestmark continues to be acknowledged as an industry leader, including recognition for the BBJ 2017 Best Places to Work and BBJ 2017 CFO Of the Year. The stellar growth and reputation of Vestmark has enabled the company to hire top talent industry veterans including Lon MacDonald, CMO, and Roger Kahlon, SVP of Professional Services. 

Mike Nugent
Managing Director