Veteran wealthtech executive to head technology development and operations as the organization continues to scale and deliver best-in-class solutions for client-centric financial advisors.
JERSEY CITY, NJ — CircleBlack is pleased to announce the appointment of Robert Baxter as Chief Technology Officer. Baxter will provide technical leadership to the development team to ensure the delivery of comprehensive capabilities and integrations that enable financial advisors to elevate their client-facing activities.
Baxter brings 25 years of experience in financial technology including cloud-native platforms designed for broker integrations, trading workflows, and portfolio allocations to investment managers. Before joining CircleBlack, he served as Director at SS&C Eze, a modeling, rebalancing, trading, and compliance platform for investment managers. Prior to that, Baxter co-founded RJB Capital, a research & trading platform for institutional investors, and was previously a Vice President at State Street, where he developed trading & rebalancing technology for portfolio managers.
“We are excited to have a technology leader of Robert’s caliber and expertise join our leadership team,” said Lincoln Ross, CEO and President of CircleBlack. “His extensive experience developing industry-leading cloud-based investment platform ecosystems will prove extremely valuable as we develop even more capabilities for financial advisors. Robert shares our commitment to providing advisors with flexible technology that enables them to build and scale the tech stack that best fits their practice.”
Regarding his new role, Baxter says, “I am excited to join the CircleBlack team. We have a path for improving the wealth management experience and providing a platform that allows advisors to be more relationship-focused. CircleBlack combines the core capabilities advisors need with deep integrations across best-in-class wealthtech tools they already use. We believe this combination solves a major industry challenge and will help advisors save time, delight clients, and win business.”
Baxter holds a B.A. in Philosophy from Skidmore College, an M.S. in Computer Science in Machine Learning from the College of Computing at Georgia Institute of Technology, and an M.B.A from F.W. Olin School of Business at Babson College.
CircleBlack delivers an interoperable all-in-one solution that seamlessly integrates the best-in-class wealthtech tools. CircleBlack’s platform includes performance reporting, rebalancing, billing functionality, and two-way connectivity to custodian and held-away accounts, along with several integrations with third-party CRMs, planning, and risk assessment tools. The platform provides advisors with the flexibility and choice to optimize their practice and enhance their clients’ experience. Over 100 advisory firms and 1,000 advisors leverage CircleBlack technology to deliver prosperity to families and communities.