Our Team

Our Leadership

  • Kevin Rafferty – Chief Executive Officer

    Kevin joined VMS in April, 2015 as President & CEO with over 30 years of financial technology experience. Before joining VMS, Kevin was President, COO and Board Member for Backstop Solutions Group in Chicago. Prior to Backstop, Kevin spent over 20 years at SunGard, most recently as President of SunGard Wealth Management and CEO of SunGard’s Brokerage Services Group. Kevin had strategic and P&L responsibility for $400 million in revenue across 7 major product areas including three trust and custody systems (AddVantage, Charlotte and Global Plus), two retirement services systems (Omni and Relius), an electronic trading network (SunGard Transaction Network) and a financial planning solution (WealthStation) with over 1,400 associates operating in 15 locations around the world.
  • Bob Ward – Chief Revenue Officer

    With over 20 years of financial technology experience, Bob is focused on accelerating revenue growth and advancing the market penetration of all VMS products. He is a current board member of Envestnet Retirement Solutions and an advisor to Saxon Securities. Bob was the former COO of SunGard’s Wealth Management business which includes a range of solutions and services targeted at advisors, banks, retirement providers, broker dealers and corporations. Prior to his Wealth Management role, Bob was the COO of SunGard Transaction Network (STN), now known as SunGard Global Network (SGN), where he played a significant role in SGN’s growth from a start-up to one of the largest global financial services networks in the world.
  • Rose Thomas – Senior Vice President and General Counsel

    Rose is Senior Vice President and General Counsel at VMS. Rose has been an attorney in the financial software and services industry for the past 23 years specializing in intellectual property and business transactions in the wealth and retirement, brokerage and trading, mutual fund and asset management space. Rose served as an Assistant General Counsel at SunGard Data Systems, Inc. In her role at SunGard, she acted as the head legal partner for several segments, including Wealth Retirement and Administration, Asset Arena, and the Brokerage Services Group. Rose was lead counsel for SunGard’s trust and custody products, investment systems products and retirement products. In addition, she served as lead legal contact for several key client relationships and was responsible for successfully closing some of the largest financial contracts within the company.
  • Erin Nichols – Director of Human Resources

    Erin brings extensive experience in operating as a HR Department of One for rapidly growing and cutting-edge companies. As Director of HR, Erin is responsible for attracting and retaining top talent across all functional departments within VMS by driving the vision that the Executive Team has for the culture of the company. Prior to joining VMS, Erin worked for several innovative companies overseeing all aspects of HR. Her accomplishments include successfully implementing benefits programs, establishing standard hiring practices, and planning regular employee appreciation events.
  • Justin DuBrueler – Chief Financial Officer

    Justin is responsible for the financial management of the company, including all finance, accounting, and budgeting functions. Previously, he was the Senior Director of Accounting at Richmond International Raceway and Darlington Raceway, portfolio companies within publicly traded International Speedway Corporation. Justin’s role included overseeing all financial management, strategic planning, and budgeting functions for multiple business units. He has a Bachelor of Science in Business Administration and a Master of Professional Accountancy, both from West Virginia University. In addition, he is a Certified Public Accountant and a member of the American Institute of CPAs as well as the Virginia Society of CPAs.
  • Kerry Ward – Director of Marketing

    Kerry is responsible for strategic marketing and brand oversight at VMS. She is a Partner at RS Advisory LLC, where she helps fintech companies develop their marketing strategy, content creation and digital footprint. Prior to RS Advisory, Kerry was an Investment Consultant at Wurts & Associates, advising institutions and family offices on a wide range of investment issues. Before Wurts, she developed a strategic marketing plan focused on data segmentation for DIRECTV, and was the Director of Marketing for Broadband Sports. Kerry has a BA from Colby College and an MBA from Harvard Business School.

Our Board Members

  • Jim Ashton – General Partner, NewSpring Holdings

    Previously, Jim was a Division CEO for SunGard's Financial Systems division, a $2.5 billion business with 13,000 employees worldwide. During his tenure, the division grew top line 40%, from $2.0 billion to $2.8 billion and EBITDA 43%, from $400 million to $700 million. While at SunGard, Jim also led software and service businesses and in the areas of Wealth Management, Insurance, Corporate Treasury, Trading, Risk Management, Brokerage and Consulting Services. He also sponsored and integrated approximately 40 key acquisitions and played a key role in SunGard's 2005 $11.5 billion leveraged buyout with a consortium of private equity firms including TPG, SilverLake, KKR and Bain. Prior to SunGard, Jim held senior management positions at Premier Solutions Inc., a Safeguard Scientifics technology company that was acquired by SunGard in 1997. He began his career at EDS in Dallas where he held various technical, sales, and managerial positions during a span of 10 years. Jim is currently on the Board of Directors of Archer, Wealthcare Capital Management, Magna5, USPack Logistics and AG Delta of Singapore.
  • Bob Greifeld – Board Member

    Bob is a co-founder of North Island Ventures and Chairman of Virtu Financial, Inc. He previously served as Chairman of the Board of Directors of The Nasdaq Stock Market LLC (“Nasdaq”) until May 10, 2017 and as Chief Executive Officer of Nasdaq from 2003 to 2016. During his tenure, Bob led Nasdaq through a series of complex, innovative acquisitions that extended the company’s footprint from a single U.S. equity exchange to a global exchange and technology solutions provider, nearly quadrupling revenue, growing annual operating profits by more than 24 times and achieving a market value of over $11 billion. Bob is a member of the Economic Club of New York and the NYU Stern Board of Overseers. He is Founder and Chairman of the USA Track & Field Foundation, which supports emerging athletes and inner-city youth athletics. Bob holds a Masters in Business from New York University, Stern School of Business, and a B.A. in English from Iona College.
  • Len Reinhart – Chairman, Wealthcare Capital Management

    Recognized as one of the founders of the separately managed account industry, Len Reinhart brings four decades of experience and innovation to the Board of Directors for Financeware and Wealthcare Capital Management. He is the founder of the Lockwood family of companies which, upon joining forces with Pershing in 2003, became one of the largest providers of turnkey and private-labeled managed account solutions for the introducing broker-dealer and registered investment advisor markets. Prior to founding Lockwood and serving as Managing Director and member of the Executive Committee of Pershing LLC, Len was President of the Consulting Group of Smith Barney. During his time at Smith Barney and its predecessor, E.F. Hutton, Len was directly responsible for developing programs that introduced institutional-level professional investment management services to the individual investor marketplace. Len is very passionate about bringing new young advisors into the business. He sits on the Board of the Business School at the University of Rhode Island and tries to expose as many students as possible to the opportunities in the advisory business. When he is not busy helping older folks to retire and younger ones to start their careers, Len enjoys being outdoors. Hiking, riding ATVs, skeet shooting, sailing, golfing and traveling are his favorite activities. You won’t find Len on a cruise boat though – he prefers adventure trips, like the ones he took to Iceland and Egypt.
  • Anna Ewing – Board Member

    Anna is a board member of NEX Group plc, a financial technology company based in London. Most recently, Anna worked for Nasdaq which she joined in 2000 and spent 15 years with the company. Anna held several senior executive roles including Chief Information Officer where she was responsible for the strategic planning, delivery and operational support for all Nasdaq technology systems and infrastructure. She also established the Global Technology Solutions division, a dedicated technology and software business unit providing market technology and corporate intelligence solutions to the capital markets. Prior to Nasdaq, Anna worked for CIBC World Markets and also spent 15 years at Merrill Lynch in a variety of technology and operations leadership roles. Anna studied Economics at Toronto’s York University and gained an MBA from the Schulich School of Business, York University.
  • Kevin Rafferty – President and Chief Executive Officer

    Kevin joined VMS in April, 2015 as President & CEO with over 30 years of financial technology experience. Before joining VMS, Kevin was President, COO and Board Member for Backstop Solutions Group in Chicago. Prior to Backstop, Kevin spent over 20 years at SunGard, most recently as President of SunGard Wealth Management and CEO of SunGard’s Brokerage Services Group. Kevin had strategic and P&L responsibility for $400 million in revenue across 7 major product areas including three trust and custody systems (AddVantage, Charlotte and Global Plus), two retirement services systems (Omni and Relius), an electronic trading network (SunGard Transaction Network) and a financial planning solution (WealthStation) with over 1,400 associates operating in 15 locations around the world. Kevin is also the Chief Executive Officer for Financeware, the industry’s leading umbrella group focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience.
  • Skip Maner – General Partner, NewSpring Holdings

    Skip is an executive with over 25 years of successful entrepreneurial, private equity investing and fund leadership experience. He has operated in a wide range of industry segments and many stages of company maturity; and has taken a lead role in the formation and growth of several industry-leading companies such as WebLogic (acquired by BEA Systems/Novell), Procurian (acquired by Accenture), SkyBitz (acquired by Telular Corp.) and ICCNexergy (leading lithium ion battery pack manufacturer in North America). Most recently, he served as COO and Managing Principal of Inverness Graham Investments, a lower middle market buyout fund with $250 million under management. Prior to Inverness, Skip was a Managing Director with Internet Capital Group and a Senior Associate at TL Ventures and Safeguard Scientifics where he was responsible for lead investing, active management of portfolio companies and transaction negotiations. Additionally, Skip has deep operating experience, having founded, built and sold two companies. He currently serves on the Board of Directors of Wealthcare Capital Management, Magna5 and Navigate Consulting.
  • Lee Garber – Principal, NewSpring Holdings

    Lee is an investor with over 10 years of operationally focused audit and principal investment experience. Lee's experience includes the evaluating, managing and assisting of lower middle market businesses and helping to conceptualize, implement and manage value creation initiatives at an operational level. Before joining NewSpring, Lee was a Summer Associate with OMERS Private Equity, the direct private equity group of the Ontario Municipal Employee Retirement System, a $50+ billion Canadian pension fund, focused on middle market leveraged buyouts. Prior, Lee was a Senior Analyst with Versa Capital Management, a distressed and special situations private equity fund, where he worked on acquisitions and portfolio company operations across a variety of industries. Prior to Versa, Lee was with Ernst & Young LLP's Assurance and Advisory Business Services practice working in industries including insurance (life), gaming, government contracting and benefit plans. Lee received his MBA from New York University's Stern School of Business with specializations in Finance and Entrepreneurship & Innovation and received his BSBA from the Olin School of Business at Washington University in St. Louis with majors in Finance and Accounting. He is also a Certified Public Accountant (inactive). Lee currently serves on the Board of Directors of Magna5 and USPack Logistics.