"Thank you for your insights and knowledge regarding territory management. Not only have you helped me improve my skills, but I also have a solid plan of action for how to make the most of the opportunity before me." - Mutual Fund Wholesaler
Martha Gallagher, Co-Founder, Managing Partner
Martha’s comprehensive understanding of advisors, and in-depth experience in building robust infrastructures has led to AdvisorAdit’s industry-first capabilities. Martha draws on over 25 years of financial services experience focused on business strategy, process and growth providing consultation to some of the nation’s largest advisory firms and broker/dealers. As a Vice President and Senior Relationship Manager at Fidelity Investments, Martha managed many of Fidelity’s largest RIAs for ten years. Martha earned her Bachelor’s Degree at Columbia University and she holds Master’s Degree from NYU Stern School of Business.
Stephen Buscema, Co-Founder, Managing Partner
Steve’s experience in leading transformative technology-based solutions is the cornerstone of AdvisorAdit’s capability to promote substantive relationships between advisors and providers. Steve is a leader in advanced-trading technologies and financial products management. He has over 18 years’ experience integrating e-finance and technology on a global level. Previously, Steve was Vice President at State Street for 9 years, where he created and led its multi-asset class trading connectivity platform. Steve is a graduate of The University of Massachusetts Lowell where he earned Bachelor’s degree in Accounting and Economics.