Why.

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.

How.

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.

Our Team.

Joe Worden

Founder, Director

A recognized thought leader in financial services distribution and marketing. For the past ten years, he has led Acies Group, consultative marketing, distribution, and fund placement firm focused on helping wealth and asset managers solve marketing, distribution, and fundraising challenges.

Dirck Iacobelli

Chief Financial Officer

Following a successful career with the Del Web Corporation, Iacobelli has spent the last 20 years leading DIA, Inc.; a management consulting firm focused on corporate finance, turn-around, and financial engineering. Dirck is a graduate of Dartmouth College and received his MBA from the Tuck School of Business.

Nicko Craig

Digital Strategist,
Data Analytics,
Web Design & Development

Nicko, a recent Arizona State University graduate, brings experience in data analytics, finance, and management, graduating with honors from ASU’s Barrett School of Business. Nicko brings an intense discipline, work ethic, and entrepreneurial spirit to the 5150 team, helping develop the right culture at 5150. With a background in competitive golf, Nicko adds a competitive yet cooperative aspect to the team while focusing on granular details of data research, digital strategy design, and lead generation.

Lily Worden

Digital Strategist,
Content Writer

Lily, a recent graduate from Amherst College, utilizes her liberal arts background and the skills she has gained to navigate website and social media content with a candid approach. Excited to explore the evolving intersections of financial services in digital marketing, Lily focuses heavily on digital strategy and content research.

Alaina Harry

Digital Strategist,
Social Media Management

Our soon-to-be Arizona State graduate brings her expertise in all things social media. Alaina focuses on providing cohesive branding throughout all social platforms with her skills in copywriting.

Keyonnie Ramirez

Digital Strategist,
Content Creation,
Project Management

Our recent Arizona State graduate brings her expertise in content creation and strategy. Keyonnie focuses on providing on-brand content for all social media platforms and campaigns with her creative skills.

Board of Directors & Strategic Advisors.

Matthew Connors

Financial Services Distribution

Matt has built an enviable reputation for his expertise in designing and managing fund sales and distribution. Following a successful decade as Head of Distribution for Deutsche Bank Securities, Matt was recruited to ProShare Advisors, where he helped lead the firm from $1b to $38b in AuM.

Ethan Frey

Wealth Management

Recognized nationally, Ethan is a respected, accomplished, networked private banker. A four-time track and field All-American selection at Georgetown, Ethan was honored with the prestigious Robert A. Duffey award, presented each year to the Georgetown senior who best exhibits academic and athletic excellence.

Mike Brown

Founder / Principle

Mike is currently a senior managing director at Magnus Financial Group, a NY-based RIA. Mike has held senior positions with US Trust, ING Barings, Bear Stearns, and Merrill Lynch. Mike was an investor and original partner at Dynasty Financial Partners, where he served on the Board of Directors and was head of Private Wealth Management.  Mike graduated from Columbia University in 1980 with a BA in History and was a two-sport all Ivy Athlete. 

Launny Steffens

Chairman

Mr. Steffens spent 38 years at Merrill Lynch & Co., Inc., serving on the board from April 1986 until July 2001. During his tenure at ML, Mr. Steffens held senior positions, including President of Merrill Lynch Consumer Markets, Vice Chairman of Merrill Lynch & Co., Inc., and Chairman of its US Private Client Group. Notably, he is credited with growing the Private Client Group from $200 billion in AUM to $1.6 trillion.

Dr. Randall Stutman

CEO Admired Leadership Institute

Stutman is a leading scientist who has dedicated his life to exploring extraordinary leaders’ behaviors and routines. Described by Goldman Sachs as Wall Street’s leadership savant, Stutman has served as a Principal Advisor to more than 2,000 Senior Executives, including 400+ CEOs. His work as an advisor and speaker has taken him to the White House, West Point, the Olympics, and the Harvard Business School.

Pat Sullivan

Founder/CEO,
ACT! And SalesLogix

Pat Sullivan, named one of the “80 Most Influential People in Sales and Marketing” by Sales & Marketing Management, pioneered CRM with ACT! As well as the early predecessor to SalesForce, SalesLogix. After selling ACT!, Sullivan started SalesLogix and led the firm through a successful IPO, eventually re-acquiring ACT! and selling the entire firm to Sage Group plc.

Consultative Partners.

HBS

Heartland Business Systems (HBS) 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

S2O Group brings significant experience in developing go to market strategies for technology offerings. The team helps clients drive success through effective functional and operational planning and documentation. 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.

Technology Partners.