Wealth.com Bolsters Leadership with Four New Advisory Board Members

Wealth.com has strengthened its leadership with the appointment of four new members to its Advisory Board. The new members bring a wealth of experience in the financial advisor industry, including Barnaby Grist, Kate Ristau Shackleton, John Vaccaro, and Christine Leong Connors. Their expertise will help align Wealth.com's strategy with the evolving needs of financial advisors and institutions, supporting the company's continued growth and innovation.

Wealth.com, the leading end-to-end estate planning platform for financial advisors, has announced the addition of four distinguished executives to its Advisory Board. The appointments of Barnaby Grist, Kate Ristau Shackleton, John Vaccaro, and Christine Leong Connors bring a wealth of experience and strategic insights to the company, reinforcing its commitment to innovation and growth.

Barnaby Grist, a veteran of the financial advisor industry, joins the board with extensive experience at Charles Schwab and Cetera Financial Group. He has served on the boards of several fintech firms, including Pontera and RIA in a Box, where he held executive roles. Grist's focus on strategy, leadership, and technology will be instrumental in guiding Wealth.com's future direction.

Kate Ristau Shackleton, with over 20 years in wealth and investment management, brings deep expertise in corporate strategy, trust, and insurance. Her roles at LPL Financial, Wells Fargo, J.P. Morgan, and Morgan Stanley have equipped her with a unique perspective on multi-generational wealth planning and advisor support.

John Vaccaro, with three decades of leadership across MassMutual, The Hartford, Prudential, and WS Griffith, offers strategic insights into distribution, marketing, and advisor enablement. His influential role as chairman emeritus of MML Investors Services and FINRA governor provides valuable regulatory oversight and operational expertise.

Christine Leong Connors, Co-Founder and CEO of Verita Strategic Wealth Partners and former EPIQ President and J.P. Morgan executive, advises ultra-high-net-worth families and wealth creators. Her experience at J.P. Morgan, overseeing over $74 billion in client assets, and her role in the sale of EPIQ to IEQ, positions her to provide strategic guidance to Wealth.com.

"Our Advisory Board members are highly respected leaders whose deep industry expertise will be invaluable as Wealth.com continues its rapid growth," said Rafael Loureiro, co-founder and chief executive officer at Wealth.com. "Their insights will accelerate our mission to redefine estate planning, ensuring wealth management firms, family offices, and clients experience the most technologically advanced and trusted solution in the industry."

Together, these new advisors bring complementary perspectives across strategy, distribution, operations, and enterprise leadership, aligning Wealth.com’s strategy with the evolving needs of financial advisors and institutions. Their collective experience will support the company’s continued growth and innovation.

This appointment caps a landmark year for Wealth.com, which has completed a Series A funding round led by GV, secured a strategic investment from Charles Schwab, and entered into partnerships with several key players in the industry. The company also received recognition as a finalist in six categories at the 2025 WealthManagement.com Industry Awards.

In January 2026, Wealth.com will host its inaugural Estate Planning Conference in Scottsdale, Arizona, further cementing its position as a leader in the estate planning sector.

References:
[1] https://finance.yahoo.com/news/wealth-com-strengthens-leadership-advisory-130800545.html
[2] https://www.morningstar.com/news/pr-newswire/20250901ln62793/canson-capital-partners-acts-as-lead-financial-advisor-to-capvest-on-its-acquisition-of-stada-and-co-invests-via-its-merchant-banking-arm