Solution Driven Industry Experts

Our goal is to eliminate redundancy and enhance transparency in the distribution of intellectual capital.

A true marketplace is built on the premise that product quality speaks for itself. We are not biased. We do not promote product. We have created a network through which managers and sponsors can seamlessly connect. Our aim is to enhance the investment value chain to ultimately enable investors to better their financial well-being.

Asset Manager Challenges

  • Distribution / Time to Market
  • Contract Negotiation
  • Operational Risk
  • Revenue Recognition & Collection

Sponsor Challenges

  • Operational Due Diligence
  • Contract Management
  • Simplified Payment Processing

Our Team

David Littleton
  • David Littleton
  • Managing Director
  • Vestmark Advisory Solutions

David Littleton, a founding principal of the Vestmark Manager Marketplace, formerly served as the Chief Financial Officer of Fortigent, an investment research and technology firm servicing financial advisory practices throughout the United States.

Mr. Littleton served as Fortigent’s Chief Financial Officer through a period of sustained growth with multiple capital-raising events, culminating in the sale of Fortigent in 2012 to LPL Investment Holdings, Inc. (NASDAQ: LPLA). He also managed Fortigent’s cutting-edge performance reporting operations for its Unified Managed Account platform.

Prior to his role at Fortigent/LPL Financial, Mr. Littleton served as the Chief Operating Officer of Nylon Capital LLP, a UK-based fund manager backed by Barclays Bank PLC. He also was a senior executive of a technology start-up venture acquired in 2004 by Cendant Corporation. Mr. Littleton practiced law from 1993 to 1999 with the Los Angeles and Washington, D.C. offices of Hogan & Hartson LLP (now Hogan Lovells), and accounting from 1986 to 1990 with Ernst & Young LLP.

Mr. Littleton earned a Bachelor of Sciences degree in Accounting from the University of Maryland, a Master of Sciences degree from Georgetown University, and a Juris Doctor (with Honors) from the University of Maryland School of Law. He is a Certified Public Accountant (inactive) and a member of the state bars of California, Maryland, and the District of Columbia.

Alexander Morris
  • Alexander Morris
  • Managing Director
  • Vestmark Advisory Solutions

Alexander Morris, a founding principal of Vestmark Manager Marketplace, formerly served as VP of Strategy and Platforms for Fortigent, an investment research and technology firm servicing financial advisory practices. In this pivotal role, Mr. Morris incepted, built, and ran Fortigent’s wealth management platform, the first of its kind to distinctly service the needs of high net worth advisors and their clients. His vision for better servicing these advisors redefined Fortigent’s growth. In 2012, Fortigent was acquired by LPL Financial Holdings (NASDAQ:LPLA) and he continued in this role.

Prior to his role at Fortigent/LPL Financial, Mr. Morris served in a number of strategic roles within leading financial services firms globally. He earned a Bachelor of Sciences degree in Chemical and Biomolecular Engineering from Cornell University.

About Vestmark

VMM is operated by Vestmark Advisory Solutions, a wholly owned subsidiary of Vestmark Inc. Vestmark enables financial institutions and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform. With over 700 billion in assets and 2.1 million accounts, we are a trusted partner to some of the largest and most respected players across the wealth management industry.

Let's Get Started

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