President and CEO
Lincoln Ross has been an innovative leader in the wealth management space for over 20 years. Prior to CircleBlack, Lincoln served as Envestnet’s Chief of Business Operations where he led several operating functions including product management, operations, client experience and communications. Prior to Envestnet, Lincoln served as CEO at FundQuest, a turnkey asset management platform, where he helped significantly grow the business and led FundQuest through the successful acquisition by Envestnet. Lincoln serves as a strategic advisor to several businesses leveraging his unique combination of strategic and operating experience.
Lincoln enjoys spending time with his wife and three children, golfing, squash and maritime adventures.
Head of Marketing
Neil brings a wealth of experience in developing and executing successful marketing strategies that prioritize the needs and preferences of customers. He and the leadership team at CircleBlack have established themselves as trusted partners to clients by delivering innovative solutions that address their pain points and drive business outcomes. Prior to joining CircleBlack, Neil was Head of Marketing for North America at Lightspeed (Ticker: LSPD).
In his free time, Neil enjoys traveling and boating with his friends and family.
Chief Technology Officer
Rob has two decades of experience in technology leadership in the fintech space. He brings a wealth of experience delivering technology that helps institutional investors and advisors achieve a client focused outcome. Prior to joining CircleBlack, Rob was a Director at SS&C Eze, where he was a member of the leadership team for both the Execution Management System and cloud-native Eclipse investment management platform.
Outside of work, Rob enjoys surfing east coast novelty waves.
SVP Relationship Management
Jyoti brings to CircleBlack 35 years of business development and relationship management experience in the financial services industry. At CircleBlack Jyoti‘s primary focus is to develop and enhance CircleBlacks relationship management program. Prior to CircleBlack, Jyoti served as a Vice President of Strategic Account Management at Envestnet, where she was responsible for the management of some of the companies largest retirement clients. She also served as AVP at The Hartford/MassMutual where she managed the relationships with the Asset Management companies and built an innovative cross selling sales distribution strategy which was considered a trend in the industry.
She enjoys spending time with her husband and five children and as she does this, she moves through her day with passion and a zest for life.
Head of Sales
Dan has extensive sales leadership and partnership experience within the financial services industry. He brings a client and partner first approach to building and managing high growth sales organizations. Prior to CircleBlack, Dan was a member of the sales leadership team at a fintech company, Human Interest, where he helped drive the revenue team through several stages of growth. Previously, Dan also helped build and lead distribution channels at Windham Capital Management and Eaton Vance.
Dan enjoys spending time with family and traveling.
Chief Product Officer
Head of Customer Success
When not helping our customers succeed on CircleBlack, Matt enjoys spending time with his wife and coaching his two boys’ baseball teams.
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