Joe Worden
Founder, Director
A recognized thought-leader in financial services distribution and relationship marketing, Joe has spent his career in and around alternative investments and fund distribution.
We take the pain out of marketing, prospecting, and fundraising.
Digital innovation has changed the traditional marketing and communications blueprint used throughout the financial services industry since the beginning of time. While the biggest players in the industry are allocating capital and resources to digital technology, most sophisticated solutions have been out of reach for small to mid-sized enterprises.
Using its subscription-based platform, Digital Bridge, 5150 is helping level the playing field for small to mid-sized wealth and asset managers. By simplifying the process, reducing the cost, and eliminating the risks involved with internal technology adoption, small to mid-sized enterprises can harness the power of data-driven technology.
WHAT WE DO
Meet the team
Board of Directors
Ethan Frey
Independent Director
Ethan Frey is a nationally recognized private banker, wealth management expert, and alternative investment specialist. Ethan completed his undergrad and JD from Georgetown and was honored with the prestigious Robert A. Duffey award, presented each year to the Georgetown senior who best exhibits academic and athletic excellence.
Randall Stutman, PhD
Independent Director
Dr. Randall Stutman, CEO of the Admired Leadership Institute is a leadership scientist dedicated to exploring the behaviors and routines of extraordinary leaders. Labeled by Goldman Sachs as the most experienced advisor and executive coach on Wall Street. His work has taken him to the White House, West Point, the Olympics, the Ryder Cup, and Harvard Business School.
John Shufeldt
JJS Family Office, Xcellerant Ventures
Dr. John Shufeldt, practicing emergency medicine physician, serial entrepreneur, and author, has successfully built numerous healthcare companies on the forefront of transformational change. John founded Xcellerant Ventures as an opportunity for investors to capitalize on his vision of a more efficient and digitized healthcare industry.
Andrew Wyant
Independent Director
As President and CEO of International Sports Sciences Association, Andrew Wyant utilizes his digital expertise to deliver insight and data to the process of growing ideas into products and services. Andrew’s passion for building businesses and working with people and ideas has set him apart. Prior to ISSA, Andrew led the marketing efforts at LifeLock (LOCK) through their IPO and up to the sale of the company to Symantec.
Jock Holliman
Observer
Jock Holliman is the founder and General Partner of Valley Ventures, an early-stage information and life science investor. Prior to launching Valley Ventures, Jock led the venture capital group at Valley National Bank of Arizona. Previously, Jock held leadership positions at Bank of America and Chemical Bank, as well as serving in board capacity to approximately 45 private and public companies.
Strategic Advisors
Jim Albaugh
Former CEO, Boeing Commercial, advisor to Goldman Sachs, Blackstone, and others.
Joe Austin
S2O Group, Partner Former executive at IBM, Microsoft and Juniper Networks, current partner in S2O Group.
Mike Brown
Chairman, Journey Strategic Wealth LLC, Co-founder/investor of Dynasty Financial Partners.
Matthew Connors
Former Distribution Head, Deutsche Bank, seasoned expert in fund distribution.
Andy Foote
Foote Consulting – Renowned LinkedIn/social media strategist with significant expertise in B2B marketing.
John Moore
TD Bank, Vice Chair/Executive Managing Director, Head of Fixed Income.
Thomas O'Kane
Piper Sandler, MD and Co-Head of Global Equities.
Dave Roush
S2O Group, Partner-Former executive at IBM, Microsoft and Juniper Networks.
John "Launny" Steffens
Chairman, Spring Mountain Capital – Former Executive Vice Chairman of Merrill Lynch.
Dr. Randall Stutman
Admired Leadership CEO – Leading behavioral leadership Ph.D.
Pat Sullivan
Founder/CEO, Act! and SaleLogix – Father of the CRM.
Consultative Partners
Azamba serves as 5150’s exclusive development partner, providing ongoing design and support to the Digital Bridge IPaaS Platform. The Microsoft Dynamics Gold Partner will lead the technology architecture, user interface/experience, support, and training.
S2O Group brings significant experience in developing go-to-market strategies for technology offerings. Leveraging experience gained from executive leadership positions at IBM, Microsoft, and Juniper Networks, the S2O team brings a philosophy founded upon planning and implementation planning.
As the largest agency buyer of LinkedIn advertising, B2Linked is a certified ads partner to LinkedIn. B2Linked provides expertise for navigating paid and organic ad space for businesses and their clients' marketing and advertising on LinkedIn. Their data-driven expertise has allowed them to rewrite the LinkedIn marketing playbook, creating the best leads and returns for clients’ campaigns time and again.
Following the acquisition of NealABC, Heartland Business Systems (HBS) has provided technology insight in the development of 5150’s services. As a Microsoft Gold Partner, HBS is a leading developer in data management and platform development, including a specialized focus on MS Dynamics 365.
Andy Foote is a recognized social media strategist with primary expertise in B2B marketing. He has refined his strategy for cracking the LinkedIn algorithm, demonstrating competitive results for his own profile as well as for his clients. He pairs quality content and humor to deliver LinkedIn users insight and entertainment.
Visual marketing software developed by Funnelytics allows clients to see their marketing journey and multi-channel strategies. With Funnelytics, clients can visually apply data and feedback to each of their marketing tactics, easily determining what generated leads and results. This always-on technology enables adaptable planning and execution for digital and traditional distribution strategies for clients.
Technology Partners
