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First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

David Stone( Chief Executive Officer & Founder )David A. Stone is the founder and CEO and Founder of First Rate. Stone acts as the visionary for the firm, providing direction for product [...]

Grayson Greer( Investment Performance Auditor )Grayson is an Account Executive at First Rate with a demonstrated history of working across cultures and managing offshore teams. A champion of [...]

Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. [...]

Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]