Michael Winnick Email & Phone Number | Michael Winnick is an executive leader of distribution initiatives in FinTech, Investment and Wealth Management verticals. Michael is former of President of AdvisorTarget which was acquired by Broadridge Financial Solutions in May, 2024. AdvisorTarget helps Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases. Prior to AdvisorTarget, as Partner and Chief Revenue Officer at The TIFIN Group, Michael launched the distribution organizations for multiple FinTech platforms. Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded one of the industry's first Turnkey Asset Management Platforms (TAMPs), Investment Advisory Network (10 Years). A passionate philanthropist, Michael is former Chair of the Juma Ventures National Board where he continues as head of the Finance Committee. Michael's entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.

Michael Winnick

Michael Winnick is an executive leader of distribution initiatives in FinTech, Investment and Wealth...
Belvedere Tiburon, California, United States

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Michael Winnick’s Email mwinnick@russell.com

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Michael Winnick’s Location Belvedere Tiburon, California, United States

Michael Winnick’s Current Industry Broadridge Andes Wealth Technologies

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Vice President of Business Development

2024-06-01 00:00:00 - Present

Business Development Advisor

2024-03-01 00:00:00 - Present

President

2021-11-01 00:00:00 - 2024-05-01 00:00:00

Chief Revenue Officer (CRO)

2020-04-01 00:00:00 - 2021-06-01 00:00:00

Head of Institutional / Intermediary Sales

2015-09-01 00:00:00 - 2019-12-01 00:00:00

Managing Director US Sales & Partnerships

2010-03-01 00:00:00 - 2015-08-01 00:00:00

General Manager, Investment Advisory Network

2004-01-01 00:00:00 - 2004-06-01 00:00:00

Founder, Chief Operating Officer

1999-09-01 00:00:00 - 2004-01-01 00:00:00

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Michael Winnick is a Michael Winnick is an executive leader of distribution initiatives in FinTech, Investment and Wealth Management verticals. Michael is former of President of AdvisorTarget which was acquired by Broadridge Financial Solutions in May, 2024. AdvisorTarget helps Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases. Prior to AdvisorTarget, as Partner and Chief Revenue Officer at The TIFIN Group, Michael launched the distribution organizations for multiple FinTech platforms. Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded one of the industry's first Turnkey Asset Management Platforms (TAMPs), Investment Advisory Network (10 Years). A passionate philanthropist, Michael is former Chair of the Juma Ventures National Board where he continues as head of the Finance Committee. Michael's entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.

Michael Winnick has prior
experience in the following industries:
Advisortarget | The Tifin | Charles Schwab | Russell Investments | Ss And C Technologies | Investment Advisory Network

Michael Winnick has the following professional experience:
Broadridge | Andes Wealth Technologies | Advisortarget | The Tifin | Charles Schwab | Russell Investments | Ss And C Technologies | Investment Advisory Network