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Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development
Industry Veteran’s Track Record of Helping Fintechs Grow and Advisors Prosper is Major Asset to Blueleaf
Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has named Tim Minert to the position of Executive Vice President of Business Development.
Minert has 30+ years in wealth management and technology. He served as Chief Revenue Officer at AdvisorPeak, and ten years as Executive Vice President of National Sales with Redtail Technology. As Senior Director at Cambridge Investment Research, Tim took a deep dive into the industry. He currently maintains an independent RIA in addition to helping advisors scale their practice.
“Tim’s knowledge of the industry, his passion to help wealth managers be more productive, and his ability to connect with an audience are tremendous assets to the Blueleaf team,” said CEO and co-founder John Prendergast. “As we continually evolve our platform to respond to the needs of today’s digital advisor, we strive to do the same within our organization.”
Blueleaf sponsors The Augmented Advisor podcast, a ‘must-listen’ for advisors, RIAs, wealth managers, and B/Ds to gain real-world tools and strategies to succeed in a digital world.
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