Check out your Company Bowl for anonymous work chats.
MyVest receives BISA's Technology Innovation award for our Tax-Aware Portfolio Transitions.
Kenyatta Clark is one of the architects on the Investment Management program team and has been with MyVest for two years. Investment Management is responsible for portfolio rebalancing, optimization, order generation and trading in our Strategic Portfolio System (SPS) platform.
MyVest is honored to be named for two ThinkAdvisor Luminaries: Optimizing the Enterprise and for Community Impact
Up next in our MyVestor Spotlight series meet John Dworske, Systems Administrator. John says, “The culture at MyVest is amazing. The team is super diverse, accepting, and empathetic to all. The leadership really cares about our customers and employees. It’s an amazing place to work.”
MyVest is a proud winner of two awards from the Bank Insurance & Securities Association (BISA)—the Technology Innovation Award for our leadership and ongoing enhancements to optimize enterprise workflow and the Diversity, Equity & Inclusion Award for our outstanding leadership, innovation and results in diversity management.
MyVest is a finalist for two 2023 WealthManagement.com Industry awards! They are in Unified Systems for ‘MyVest Optimizing the Enterprise’ and in Rebalancing for ‘MyVest Expanding Tax Optimization.’ MyVest is committed to providing technology that optimizes firms and the people who work there.
Up next in our MyVestor Spotlight series meet Paul Dsa, Senior Director of Engineering. Paul says, “Above all my biggest achievement professionally is building and working with the team I have around me. They make my job easier and a lot of fun. Together we are able to create and deliver some really amazing features.”
MyVest recently won 3 honors from WealthTech Americas — the 2023 CTO of the Year award went to our own Arlene Pons, and we also won for WealthTech Employer and Diversity.
MyVest is the proud winner of the FinTech Breakthrough award for Best Wealth Management Product. We are recognized for our tax management capabilities and continued focus on tax optimization in portfolio management and rebalancing.
MyVest is on the WealthTech100 annual list of the world’s most innovative WealthTech companies for the 4th time!
