ABOUT US

Ezra Group provides technology and strategy solutions to the wealth management industry. Ezra Group brings more than 15 years of experience to broker-dealers, banks, asset managers, and technology vendors. Clients look to us for specialized industry expertise to optimize their platforms, processes, and products and super-charge business growth. Under the leadership of CEO Craig Iskowtiz, Ezra Group delivers deep knowledge and decades of experience in wealth management products and services. Ezra Group publishes original blogs, articles, podcasts, and newsletters that inform and educate audiences.

CEO and Founder

Craig Iskowitz

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology.
He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. In addition to providing customized solutions to the wealth management industry, Craig publishes WMToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.
Craig is also host of the Wealth Management Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.

Our Team

Jean Sullivan

Jean Sullivan is Head of Research at Ezra Group.
From 2002 until joining Ezra Group in 2019, Jean was the founder and principal at Dover Financial Research.
Dover focused on research and consulting for financial services and published a series of quarterly research reports for the Money Management Institute, focusing on emerging trends in the managed account industry Prior to Dover, Jean was a Managing Director at Cerulli Associates and responsible for the firm’s domestic consulting business. Jean co-authored research which focused on the intermediary distribution of investment products, including “The State of the Bank Brokerage Industry” and “The State of the Variable Annuity Marketplace.” Jean has an MBA in Finance from Babson College and a B.A. in English from Colby College.

  • Hannah Morgan, Head of Operations
  • Kris Bartholomew, Controller
  • Nicole Bell, Chief Marketing Officer
  • Jackie Snyder, Designer

Consultants

Leda Csanka

I help other executives, business and career professionals solve both professional and personal challenges. I bring a variety of experiences and expertise to the table to find solutions and help create sustainable success.
Accomplished Financial Services IT Executive, 30 plus years of experience with a strong foundation in application development and architecture combined with more than fifteen years of team, project, program and executive management. Experienced with the due diligence process associated with mergers and acquisitions and the detailed planning and execution of corporate divestitures. I am available for independent consulting and strategy work and possibly full-time employment for the right opportunity.
I have been part of an executive management team responsible for selling a division of ING to a private equity firm and responsible for defining and executing the IT separation strategy, replacing all IT functions provided by ING to support the creation and growth of Cetera Financial Group as a privately held stand-alone company.
I was responsible for leading programs as large as $35 million and up to 150 people across multiple physical locations. I have extensive experience in staffing and creating teams to implement strategic projects and a proven ability to lead the strategic planning and technical road-mapping process for a 900-employee organization.
Since retiring from corporate positions in mid-2016, I started Strategic Tech Consulting in January 2017. 2017 offered the opportunity to work with two firms that had previously been competitors to the firm I had been part of starting and participated in supporting one of them in a focused leadership role to separate from AIG. The initiative afforded me an opportunity to leverage my experience by effectively executing this type of corporate “spin-off” a second time.
In 2018, I have written and published my book, “How to Lead a Corporate Spin-off” in addition to completing both my Certified Professional Coaching Certificate and Primordial Sound Meditation Instructor with the Chopra Center. I have added Executive and Life Coaching, as well as Small Business Consulting to my portfolio of services.

 

Kristen Schmidt

Founder, Technology Strategist, Consultant

As Founder & President of RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrations & workflow building. As a Technology Strategist & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives.
Kristen’s career spans over 15 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. From managing Operations of a now billion dollar+ RIA based in the Midwest to being an alumni member of the TD Ameritrade Institutional Operations Panel, Kristen uncovers the ever-changing tech landscape by being boots on the ground with a variety of influencers. She is now as an agnostic, strategic partner to tech vendors, RIA firms, Hybrid model firms, Financial Planning firms, Consultants & Custodians throughout the industry.

Derek Gledhill

Derek Gledhill, CFP® is a consultant to the financial services industry. He has a wealth of experience with over 20 years in the industry. He has both a strong business and technical background and he spent 8 years as a financial advisor giving him the unusual ability to straddle between business, technology, and end-users.
He graduated college in England with an Electrical Engineering B. Eng. degree. He then worked for Texas Instruments developing equipment used to manufacture semiconductors for 13 years.
Wanting a new challenge, he changed careers and became a financial advisor and was in the top 10% of all advisors at Ameriprise (then IDS Financial services.) After 8 years as an advisor

Dover focused on research and consulting for financial services and published a series of quarterly research reports for the Money Management Institute, focusing on emerging trends in the managed account industry Prior to Dover, Jean was a Managing Director at Cerulli Associates and responsible for the firm’s domestic consulting business. Jean co-authored research which focused on the intermediary distribution of investment products, including “The State of the Bank Brokerage Industry” and “The State of the Variable Annuity Marketplace.” Jean has an MBA in Finance from Babson College and a B.A. in English from Colby College.