Estee Faranda

About Estee Faranda

With 30 years of senior leadership experience in the Financial Services industry (FinTech, Wealth Management and Asset Management), I was most recently the CEO of PFS Investments, a $100B RIA and Broker-Dealer, providing financial solutions and services for individuals and businesses. I have a very strong track record of driving GTM strategy and execution in high growth companies. I am an innovator, specializing in builds/re-builds, who thinks outside the box yet leads with a high level of emotional intelligence. I am a skilled public speaker with a passion to inform and educate. Committed to mentorship and fostering a diverse and collaborative culture. I value truth and am willing to be wrong.I am currently a board member of YCharts, a PE-owned SAAS platform offering comprehensive data, powerful analytics, and advanced tools for investment professionals. As the CEO of PFS Investments, I oversaw the strategic vision, growth, and operations of the company, while ensuring the highest standards of quality, compliance, and retail customer and advisor satisfaction. I orchestrated a successful two-year scaled technology and custody transformation of the PFSI advisory platformI also leverage my deep knowledge and expertise in FinTech and asset management to guide and support YCharts in its mission to deliver the best-in-class solutions for investors and advisors. Prior to joining PFS Investments, I was the managing director and head of asset manager distribution and engagement at Envestnet, Inc, where I was responsible for all investment products and their economics, as well as the relationships and engagement between Envestnet, its asset manager partners, and advisory constituencies.

Experience

1. Board Member

   YCharts

   Feb 2021 — Present