Advisor Logistics, a rapidly growing outsourced trading solution built exclusively for Registered Investment Advisors (RIAs), announced a strategic change in ownership along with the appointment of a new executive leadership team to guide the firm through its next stage of growth.
Brett Wheeler, the founder of the firm, remains the CEO and is joined at the board level by Eric Martz and Damon Deru, and at the executive level by Jupiter Bridge (Head of Growth) and Jessica Pohto (VP of Technical Product). Together, this team brings decades of experience in financial services innovation, trading operations, and advisor-focused solutions.
Martz, a serial entrepreneur and angel investor, formed a strong partnership with Deru through a key investment in AdvisorPeak. Martz brings deep strategic expertise to the team. He will focus on scaling operations, advancing the firm’s product roadmap, and driving continued innovation in advisor-facing services.
Deru is a recognized pioneer in trading solutions for financial advisors. He previously founded AdvisorPeak, a trading and rebalancing platform acquired by Addepar; and TradeWarrior, which was acquired by Oranj (now part of SEI). A former financial advisor himself, Deru has built a reputation for developing practical, scalable solutions that directly address the complex trading needs of independent advisors. His focus will be on product innovation.
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Founded in 2018, Advisor Logistics provides RIAs with a personalized outsourced trading and portfolio administration service that streamlines operations, reduces overhead, and enables growing advisory firms to allocate staff to higher-value functions. By partnering with Advisor Logistics, RIAs mitigate risk, accelerate growth, and remove the need to build a costly in-house trading infrastructure.
“Our mission is to take the headache of trading off an RIA’s plate entirely,” said Martz. “We implement, administer, and trade the investment strategies and portfolios that our RIA partners design for their clients with the efficiency and effectiveness of an institutional-level trade desk, without having to build one themselves.”
“In today’s increasingly competitive advisory landscape, more RIAs are turning to outsourced trading as a strategic lever to boost margins, reduce compliance risk, and operate more efficiently with leaner teams,” added Deru. “I’m thrilled to join a proven platform and collaborate directly with our RIA partners—understanding their trading challenges and delivering the white-glove service they expect.”
“We’ve spent years honing in on the service, setting it up for scalability, and preparing for this moment. It is now time to take the company to the next level and to bring awareness to this proven, yet often overlooked, service for the broader RIA market, and we’re excited to have found the right partners, who share our company’s vision, to help us achieve this.”
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