We envision a frictionless path to ownership for all alternative investments.
WealthForge was founded upon the idea that alternative capital markets are opaque, inefficient, and rife with barriers—and that needed to change.
Our technology-forward approach to the managing broker-dealer business connects sponsors, advisors, transfer agents, and other participants across the entire process.
We form long term partnerships, with a focus on mutual growth and celebrating successes.
The WealthForge team prides itself on its accuracy, thoroughness, and smarts—deploying technology where others struggle with manual, outdated processes.
Chief Executive Officer
Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge and Altigo. Prior to joining WealthForge in 2015, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond. Find him on BrokerCheck.
Chief Compliance Officer
During his 30 years of experience, Jim has developed a refined understanding of the operational and financial attributes of successful companies. Jim relies on his expert knowledge about the regulatory environment to help guide both WealthForge and our clients through the complexities of raising capital. He holds his Series 7, 24, 27, 63, 79 and 99 licenses. Find him on BrokerCheck.
Chief Financial Officer/FinOp
Donna joined WealthForge in 2014. She brings a broad range of financial management experience during her years working for companies ranging from small business to Fortune 100. Donna holds her Series 27 license and received her Bachelor’s degree from Bucknell University. Find her on BrokerCheck.
Managing Director, MBD Services
Michael brings more than 20 years of experience working for prominent alternative investment sponsors. He has created, marketed, and distributed investment products to both independent broker dealers and registered investment advisory firms. He uses this experience to guide and advise product sponsors on the WealthForge platform. Michael holds his Series 7, 63 and 79 licenses. Find him on BrokerCheck.
Manager, Due Diligence
Resi steers the Due Diligence efforts with a passion for detail and relationship management. She brings over 15 years of financial planning and compliance experience, beginning her career as a financial advisor before shifting to compliance in 2013. In her previous role, she was a senior auditor for one of the nation’s largest independent broker dealers. Resi earned her bachelor’s degree in Economics from Radford University and holds her Series 7, 24, and 63. Find her on BrokerCheck.
Manager, Investor Operations
Kolby joined WealthForge in 2017. He oversees the firm’s investor operations and is heavily involved with workflow automation initiatives across all teams. He also serves as the AML Officer for the firm. Kolby holds his Series 7, 24 and 79 licenses and received his Bachelor’s degree in Finance from James Madison University. Find him on BrokerCheck.
Following receipt of her Series 7 and Series 24 licenses, Merritt has primarily been involved in the supervision of registered representatives, as well as regulatory matters. She brings a unique and individualized approach to ensure that all affiliated persons have a comprehensive understanding of WealthForge's policies and procedures. Prior to WealthForge, Merritt graduated early from Virginia Tech with a BS in Human Development and a minor in Business. Find her on BrokerCheck.
Mat Dellorso, Co-Founder
Mat is the Co-founder at WealthForge and is currently helping drive the technology side of the business forward with his passion for innovation and background in entrepreneurship. Mat helps lead company strategy and growth and is a frequent industry speaker on how Altigo is making alts as easy to own as a mutual fund. Mat is a University of Richmond graduate.
Kyle Engelken, Chief Financial Officer
Kyle is the CFO for WealthForge Holdings, Inc. Kyle brings a deep understanding of portfolio management and private investments to WealthForge from his tenure at Cambridge Associates. Kyle received his bachelor's at University of Richmond and MBA from the College of William and Mary. Prior to joining WealthForge, Kyle managed a portfolio of microloans in Nicaragua for a US-based non-profit.
Meet the dedicated compliance team
From left to right: Eduardo Corona, Sr. Associate - Due Diligence, Kristin Kenney, Syndicate Coordinator, Sai Badliganti, Investor Operations, Lauren Prieur, Operations Associate, Alex Pauliukonis, Client Success Associate, Kolby Griffin, Manager, Investor Operations, Jathan Jackson, Compliance Analyst, Colin Berger, Diligence Analyst, Donna Arles, CFO/FinOps, Merritt Harrell, Supervisory Principal, Jim Raper, Chief Compliance Officer, Resi Williams, Manager Due Diligence.
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