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 Iskowitz, 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.

Our Team


Craig Iskowitz

CEO and Founder
Craig Iskowitz, CEO and Founder Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology.

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Jean Sullivan

Jean Sullivan

Head of Research
Jean is an expert in research and consulting for financial services and heads Ezra Group’s research efforts after working with Cerulli Associates and her own firm, Dover Financial Research.

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Hannah Morgan

Head of Operations
Hannah is a solutions-oriented, resourceful project and operations manager with 10+ years of experience managing projects and leading organizational excellence.

Nicole Bell

Chief Marketing Officer
Nicole is a seasoned marketing and communications professional who has successfully worked with Fortune 100 brands, startups, and international ventures.

Jackie Snyder

A 20+ year marketing veteran, Jackie creates visual content to better connect with target audiences and easily communicate complex information.

Sheena Graham

Marketing Strategist
Sheena is a talented, results-oriented Marketing Professional with a proven record of planning and coordinating complex marketing automation campaigns.

Consulting Partners


Kristen Schmidt

Founder of RIAOasis, Technology Strategist, Consultant.

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Derek Gledhill - Headshot

Derek Gledhill

Consultant specializing in user experience & product management in the Wealth Management industry.

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Leda Csanka

Leda Csanka

Founder of Strategic Tech Consulting, Chief Information Officer, Strategy Consultant, Author.

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Ryan Clark_headshot

Ryan Clark

Founder of Mr. SharePoint, Principal Solutions Architect, Consultant.

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