Accomplished investment technology strategist to head product management for CircleBlack’s “all-in-one, with choice” platform.
JERSEY CITY, NJ — CircleBlack is pleased to announce the appointment of Robert Keller as Chief Product Officer. Keller will lead product development and management, providing client-centric financial advisors with comprehensive technology-enabled capabilities to elevate their client-facing activities.
Keller brings 20 years of experience leading product strategy and development. Before joining CircleBlack, he served as CPO at ComplySci, driving the planning, development, and execution of their client-driven product strategy. Previously, as Head of Product for Clearwater Analytics, Keller delivered intuitive data aggregation, reconciliation, and reporting for global asset managers. Earlier, he was the Executive Managing Director, Product Management and Development for Eze Software, leading product strategy.
“We are excited to have a product visionary like Robert, with his extensive industry expertise, join our team,” said Lincoln Ross, CEO and President of CircleBlack. “As we continue to deliver wealthtech’s only all-in-one platform, with a choice of best-in-class integration for CRM, planning, and risk assessment; his expertise in crafting product solutions that offer exceptional benefits will be invaluable to CircleBlack as we strive to provide financial advisors with the best tools and technologies. Robert shares our dedication to providing advisors with flexible technology that empowers them to shape their ideal product ecosystem.”
As CircleBlack continues launch new offerings cultivate innovative ideas that enhance the advisor and client experience, Keller will play an instrumental role in the organization’s product development. Regarding his new role, Keller says, “I am delighted to join the CircleBlack team, and I share the vision of creating an all-in-one system that allows advisors to maximize the value of the wealthtech industry’s best-in-class integrations. We will elevate the wealth management experience by fostering stronger relationships between advisors and their clients and providing the tools and technology to enable advisors to save time, delight clients, and win business.”
Keller notes that CircleBlack’s all-in-one platform provides advisors with the core capabilities they need to run their practices, integrates with the tools they already use and love, and yields exceptional client experiences. He also cites a recent industry insight highlighting that while 76% of advisors prefer choice in technology solutions, only 22% feel their systems are well connected (State of U.S. Wealth Management Technology, Cerulli Associates, 2023). CircleBlack is leading the way in providing advisors with a choice-centered platform that solves this disconnect.
Keller holds a B.S. in Business Administration from UNH Peter T. Paul College of Business and Economics and an M.B.A. from the Questrom School of Business at Boston University. Robert also holds the CFA® designation.
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 CRM, 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.