Month: October 2023
The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib Arya

The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib Arya

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The role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as firms redefine themselves in this digital era, we’re seeing the technology strategy become intertwined with business strategy. Yet, very few RIAs have a CTO. As technology and data become central to the value companies offer their customers, spearheading transformational change is increasingly a top priority for CTOs. But, how should they prioritize and manage it all? 

In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Vib Arya, COO/CTO of Shufro Rose, about the constantly changing role of the CTO and how to stay ahead of the technology curve.

Shannon and Vib discuss:

  • Tips that can help RIAs evolve their practice with technology
  • The biggest concerns that keep CTOs up at night
  • How to create a company culture that embraces technology
  • How technology can help deepen the client/advisor relationship

Connect with Shannon Rosic:

Connect with Via Arya:

About Our Guest:

Vib is Shufro Rose’s Chief Operating Officer and previously served as the firm’s Head of Operations and Information Technology. Vib has spent over 25 years within the investment management industry, having held increasing levels of responsibility for technology and operations management, project management, strategy & transformational change, and business administration.

Vib received his B.A. in Computer Science from New York University’s College of Art & Sciences and his M.B.A. with concentrations in Finance and Organizational Management from New York University’s Leonard N. Stern School of Business.

Vib is frequently requested to participate as a thought leader on operations, technology, and practice management topics for industry conferences and periodicals. Vib is currently on the Advisory Board for the 2023 TSAM (The Summit of Asset Management) NYC Conference.



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The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland

The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland

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The emergence of WealthTech-as-a-Service is redefining the wealth management industry. Now, APIs are shaping the future of financial services by providing access to valuable data, enhancing integration and automation, enabling personalization, supporting scalability, and reducing costs. With the increased availability of data, wealthtech firms can quickly develop new products and connect with different financial systems and tools to improve their products and client satisfaction. 

In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Joe Stensland, CEO of BridgeFT, about how they’re helping firms power their next generation of digital experiences.

Shannon and Joe discuss:

  • The state of the API economy 
  • Why BridgeFT wants to retire the tech-stack mentality 
  • What the next generation of wealth management applications look like 
  • Why having access to better data points leads to better decision-making 

Connect with Shannon Rosic:

Connect with Joe Stensland:

About Our Guest:

Joe Stensland is the CEO at BridgeFT. Prior to this, he was the Head of Digital Investor at LSEG, and before that, he held positions at Refinitiv and Scivantage. 

Mr. Stendland attended Colorado State University and earned a Bachelor of Science in Business Administration. He later attended Georgetown University McDonough School of Business to complete his MBA. He also holds a certification from the Professional Ski Instructors of America (PSIA).



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