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team prides itself on its accuracy, thoroughness, and smarts—deploying technology where others struggle with manual, outdated processes.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, 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.
Meet the dedicated compliance team
From left to right: Michael Roman, Managing Director, Managing Broker Dealer Services, Colin Berger, Diligence Analyst, Alex Pauliukonis, Client Success Associate, Merritt Harrell, Supervisory Principal, Kolby Griffin, Manager, Investor Operations, Jathan Jackson, Compliance Analyst, Sai Badliganti, Investor Operations, Hannah Ceriani, Legal Intern, Jim Raper, Chief Compliance Officer, Kristin Kenney, Syndicate Coordinator, Lauren Prieur, Operations Associate, Resi Williams, Manager Due Diligence, Donna Arles, CFO/FinOps, Bill Robbins, CEO, Eduardo Corona, Sr. Associate - Due Diligence.
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