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Vestmark CEO Karl Roessner has joined the Board of Directors of the Invest in Others Charitable Foundation, an organization dedicated to supporting and celebrating the charitable work of financial advisors. For more than 20 years, Invest in Others has helped spotlight the ways advisors give back to their communities through philanthropy, volunteerism, and leadership. We’re honored to support an organization advancing that mission across the financial services industry. Congratulations to Karl and the entire Invest in Others community.
If you’re someone who thrives on building strong client relationships and turning strategy into business impact, this role might be for you. We’re hiring a Senior Client Success Manager at Vestmark, where you’ll partner closely with clients and play a key role in shaping the overall client experience. It’s a great opportunity to work at the intersection of wealth management, technology, and client strategy alongside a highly collaborative team.
We’re proud to share that Vestmark has been named an Excellence Awardee in the WealthTech Provider of the Year category at the 2026 InvestmentNews Awards. This recognition reflects our continued commitment to helping wealth management firms scale personalization, drive operational efficiency, and adapt to the growing demands of a competitive market. We’re honored to be recognized alongside other industry leaders and look forward to the winner announcement at the awards gala in New York this June.
Giving back is a core part of who we are at Vestmark. Last week, a team of Vestmark employees volunteered with Habitat for Humanity to support the early stages of a new three-unit complex, helping create future homes and opportunities for those who need them most. While the project is just getting started, the impact is already meaningful. It was a day centered on community, connection, and contributing to something bigger than ourselves. We’re proud to play a small part in a much larger mission.
Today, we’re celebrating the people who make Vestmark, Vestmark. On Employee Appreciation Day, we recognizing the talent, dedication, and teamwork that power everything we do from building innovative technology to supporting clients and each other every day. (And yes— there’s catered breakfast and massage chairs in the office to say thank you in a small but well-deserved way. ☕🥐💆) We’re grateful for the smart, committed, and supportive people who bring our mission to life. To our team, thank you. We appreciate you today and every day.
Vestmark was proud to sponsor and attend the Expect Miracles in Manhattan 2026 Gala in support of life-saving cancer research and families facing the unimaginable. We’re especially honored to see the Lonnie Award continue to recognize individuals whose passion advances this mission. Named for Lonnie Macdonald — a beloved member of the Vestmark family — the award reflects his humble, determined spirit, and lasting impact. Grateful to stand alongside our industry in support of such an important cause.
We’re proud to share that Vestmark has been named the winner in the "Innovative Solution" category at the WealthBriefing WealthTech Americas Awards 2026 announced on February 19, 2026! This award recognizes the innovation behind our approach to integrating alternative investments directly into managed account portfolios, helping firms deliver more personalized, tax-aware, and diversified portfolios at scale. By embedding alternatives into the core of the UMA—not as exceptions but as fully supported assets—we're addressing one of the most persistent challenges in wealth management. Thank you to WealthBriefing for this recognition, and to our clients and partners for inspiring us to keep building smarter, more scalable solutions.
To celebrate Valentine’s Day, we welcomed adorable pups from Shultz’s Guest House into our Wakefield HQ. Alongside some festive treats, the afternoon was a reminder that culture, community, and connection matter just as much as the work we do. Thank you to Shultz’s for the incredible care you provide to rescue animals— and for sharing them with us!
This spring, Vestmark employees partnered on a local home build as part of our ongoing commitment to support our community. Since then, we’ve been fortunate to stay in touch. This holiday season, our team quietly came together to gather and give a few thoughtful gifts – a simple gesture to support the family during their first year in their new home. We’re grateful for the connection and for the chance to continue showing up in small but meaningful ways.
We're still thinking about the energy from last week’s Annual Kickoff Event at Vestmark HQ! From connecting with remote colleagues to aligning on goals for the year ahead, we left feeling inspired, focused, and ready to take on 2026. We’re proud of everything we accomplished in 2025. It wouldn’t have been possible without the dedication, creativity, and collaboration of this team. We’re excited for what’s ahead—and even more excited to do it together.
