In the Press
FOR IMMEDIATE RELEASE
Ezra Group Names Renowned FinTech Leader
Bob Miller as Executive-in-Residence
NEW YORK, NY (April 30, 2024) – Ezra Group, a leading wealth management technology consulting firm, is proud to announce the appointment of Bob Miller, seasoned WealthTech leader and former CEO of PCR Financial Aggregation, as an Executive-in-Residence. Miller brings a wealth of expertise and industry knowledge to further elevate Ezra Group's position as a premier consulting partner in the rapidly evolving WealthTech landscape.
With a distinguished background as a six-time entrepreneur and CEO in the WealthTech industry, Bob has a proven track record of driving innovation and spearheading transformation in the sector. His recent role as CEO of PCR Financial Aggregation showcased his visionary leadership, where he propelled the company to success with a pioneering global data aggregation service tailored for affluent families and wealth-tech firms. Bob's passion for building innovative companies and his deep understanding of the wealth management landscape make him an invaluable addition to the Ezra Group team.
In his new role at Ezra Group, Miller will leverage his insights and expertise as we continue to empower and drive excellence in the WealthTech industry.
"We are thrilled to welcome Bob as one of our Executives-in-Residence," said Craig Iskowitz, CEO of Ezra Group. "Bob's leadership and trailblazing innovation in the WealthTech space perfectly complements our dedication to providing state-of-the-art software solutions and operational expertise to our clients.With Bob on board, we strengthen our role as a trusted advisor to enterprise wealth management firms.
Miller conveyed his eagerness to collaborate with Ezra Group and its clientele, expressing, "I'm genuinely thrilled to share the expertise and insights I've acquired throughout my journey with the diverse clients of Ezra Group as they pioneer the next era of wealth management and wealth tech enterprises. I've admired Craig's contributions to our industry for quite some time, and I eagerly anticipate assisting the firm's clients on impactful projects."
Ezra Group's unwavering dedication to leading the way in WealthTech trends, offering customized solutions to financial institutions, wealth managers, and technology providers, has been consistently evident. The inclusion of Bob Miller on the team reinforces the firm's steadfast commitment to delivering unparalleled technology and operational proficiency to its clientele.
ABOUT EZRA GROUP
Ezra Group provides technology and business research, information, and advice to banks, broker-dealers, asset managers, private equity and fintech firms. Anchored by an 19-year track record, clients look to them for specialized industry expertise to optimize their platforms, processes, and products and super-charge business growth.
Under the leadership of founder and CEO Craig Iskowitz, Ezra Group delivers deep knowledge from their robust team of industry veterans. Ezra Group publishes original blogs, articles, podcasts, and newsletters that inform and educate enterprise wealth management firms, financial services organizations, technology vendors, and financial advisor audiences.
To learn more about how they help clients transform, visit https://EzraGroup.com.
Media contact:
Hannah Morgan
COO
434-409-4523