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 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

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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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.
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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Nicole-Bell

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.
Brian-Kape

Brian Kape

VP of Enterprise Sales
Brian is a 25+ year Business Development expert in Wealth Management who focuses on a highly consultative, partnership approach in creating custom and complex enterprise solutions for industry-leading firms.

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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-new

Kristen Schmidt

Founder of RIAOasis, Technology Strategist, Consultant.

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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

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

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David Rossien

Founder and President, Princeton FinTech Advisors. Former Ellevest VP of Operations, BloombergBlack Product Manager, Bullrun Financial CTO/COO, Fidelity Investments and Merrill Lynch VP and Product Manager

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