Joe Nestlerode is a Partner aligned to Alpha Financial Markets Consulting’s Wealth Management division where he joined the firm in 2024.
He has over 28 years of industry experience where he has served in both senior technology and senior business roles. Joe has taken on large strategic engagements involving Wealth M&A, Advisor Platform build-outs, Client Portal build-outs, Fintech integrations, API development, Information Security and Wealth capability transformations across Front, Middle, and Back Office dimensions. Prior to joining Alpha, Joe was the Product and Technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.
Joe resides in Richmond, Virginia where he is responsible for our Wealth Technology practice, and he regularly represents Alpha at industry conferences.
He holds a BA in Business Administration with a concentration in Finance from the University of North Carolina in Charlotte, NC
Contact Joe Nestlerode
[email protected]
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