Addepar, a New York-headquartered global technology and data platform for investment professionals, has made two senior appointments to bolster client focus and further Addepar’s global growth investment.
Addepar has appointed
Peter O’Brien as chief revenue officer and Janeen France
(pictured) as the company’s first chief client officer, advancing
Addepar’s commitment to clients across an expanding global
business.
As chief revenue officer, O’Brien will lead Addepar’s global
revenue organisation, encompassing sales, marketing, partnerships
and market development to drive the company’s next phase of
growth, the firm said in a statement. Building on his leadership
of Addepar’s global expansion, he will focus on deepening market
penetration, strengthening alliances and expanding access to
Addepar’s platform for investment professionals worldwide.
Based in Dublin, O’Brien is Addepar’s first C-suite executive in
the region. He is replacing John Wiseman. “John Wiseman will
be moving on from Addepar. We’re grateful for his leadership and
contributions, which will have a lasting impact. We wish him the
very best in his next chapter,” the firm told
WealthBriefing.
Since joining Addepar in New York in 2014, O’Brien has built and
led multiple business lines that have become core drivers of
Addepar’s success, most recently serving as global head of growth
and partnerships. A former investment banker at Citi, where he
advised on IPOs, M&A, and restructurings, O’Brien brings
financial expertise, vision and a global perspective that will
shape Addepar’s long-term growth.
In this newly-created role, France will spearhead the global
client strategy, overseeing all client-facing engagement
functions to ensure a differentiated and value-driven journey,
the firm continued. Based in Washington, she is responsible for
translating Addepar”s technology and data platform into
measurable, scaled client impact by forging deeper relationships
fuelled by a culture of service excellence.
Over nearly six years with Addepar, France has been an architect
of the company’s “client-focused” operating model, demonstrating
her commitment to client advocacy and client experience. Most
recently, as senior vice president, head of go-to-market strategy
and operations, she helped accelerate business growth and
unified Addepar’s approach to serving more than 1,300 firms
worldwide, aligning product, services and strategy to deliver
exceptional outcomes. Prior to that, France led Addepar’s global
client management and success teams during a critical period of
Addepar’s growth. Before joining Addepar, France held
senior positions at HighTower Advisors and JP Morgan
Private Bank.
“Peter and Janeen have each played a critical role in building
Addepar into the industry-leading platform it is today,” said
Eric Poirier, chief executive officer of Addepar. “They embody
the leadership and vision driving our next phase of growth –
deepening partnerships and continuing to deliver the data,
technology and insights that empower firms to navigate complexity
with confidence.”
With client presence in more than 55 countries, Addepar’s
platform aggregates portfolio, market and client data for over $8
trillion in assets. Addepar’s open platform integrates with more
than 100 software, data and services partners to deliver a
complete solution for a wide range of firms and use cases.
Addepar embraces a global workforce model with offices in New
York City, Salt Lake City, Chicago, London, Edinburgh, Pune,
Dubai and Geneva.
