SAN FRANCISCO, May 25, 2016 – MyVest, a provider of wealth management technology for the digital age, announced today the culmination of new hires and promotions made in the first half of 2016 to drive the company’s next phase of growth.

MyVest has seen significant growth in demand for its Strategic Portfolio System™ (SPS™), which enables firms and advisors to provide personalized portfolios at scale. To meet this demand, a new organizational structure will strengthen and align MyVest’s Engineering, Architecture, Delivery, Operations and Customer Success teams, reinforced by the following new hires and promotions:

Mark Worsey joins MyVest as Executive Vice President and Chief Operating Officer, where he manages all of the company’s technology and operations functions.  Mark brings to MyVest extensive expertise in product development, architecture, professional services and scalable operations. Before joining MyVest, he was COO/EVP Technology at GoGrid, delivering their Cloud Infrastructure as a Service (IaaS) platform that over 10,000 customers rely on every day to run their business. Prior to GoGrid, he held technology and operations leadership positions at Accenture, Netscape/AOL/Time Warner, Xign Corp and Blackhawk Network.

Heather McKelvey joins MyVest as Vice President of Engineering, where she leads the MyVest engineering team.  With extensive experience in software engineering leadership, Heather has extensive knowledge of scalable distributed systems, SaaS and cloud architecture. Prior to joining MyVest, she was VP Engineering for Basho Technologies, provider of open source and enterprise versions of Riak, a noSQL database. Heather has also led the development of new applications and enterprise systems at Netscape/AOL, MarketLive, Mashery and GoGrid.

Chris Flynn joins MyVest as Vice President of Customer Success, where he oversees all aspects of engagement with MyVest’s customers and ensures they are fully leveraging the rich feature set delivered through MyVest’s flagship product, the Strategic Portfolio System.  Prior to joining MyVest, Chris had a long career at Advent Software, where he led Product Management for the Asset Management Group. Earlier in his career, he served as the head of North American Product Management and Sales Solutions for Fidessa LatentZero.

Josh Moats has been promoted to Chief Information Officer, where he leads the organization responsible for the successful on-boarding of new customers as well as fulfilling all aspects of performance, scalability, technical operations and security for MyVest’s leading edge technology platform. Josh previously served as MyVest’s VP of Engineering and Client Solutions.

Arlene Pons has been promoted to Chief Architect, where she manages the team responsible for setting MyVest’s technology strategy and governing the ongoing assessment of new technologies. She is also responsible for designing MyVest’s unique household data model and its implementation across all data storage technologies. Arlene was previously MyVest’s senior software architect.

“This is an exciting time for MyVest driven by new customers and innovation. With these enhancements to the leadership team, we are incredibly well situated to build on our success,” said Anton Honikman, Chief Executive Officer of MyVest.  “Their passion for developing teams and proven experience in scaling enterprise software platforms will help us move through our next phase of growth.”

“I am very impressed with the sophistication of MyVest’s enterprise platform,” said Mark Worsey, MyVest’s new COO. “It is exciting to drive a business that has the worthy goal of optimizing the financial outcomes for millions of individual investors, many of whom have never had access to such strategic advice before.”

About MyVest
A financial technology pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology. With MyVest’s Strategic Portfolio System™ (SPS™) advisors provide truly personalized solutions, managed holistically in a tax optimized way, and delivered digitally — a powerful combination you won’t find with any other platform. MyVest became an independent subsidiary of TIAA in 2016. TIAA is leading provider of financial services in the academic, research, medical, cultural and government fields. Learn more at myvest.com.