Q Wealth Partners announces that four industry leaders have joined the firm, including one of Canada’s foremost financial industry executives. Q Wealth welcomes to its C-Suite Sara Hilliard as COO. Filling out the Senior Management Team are: Matt Petras, Director of Platform Development, Brian Sharp, Head of Finance and Controller, and Dan Shkolnik, Director of Portfolio Strategy & Trading.
“As we’ve attracted significant growth with our partner program, and accordingly scaled up our support staff, we’ve reached a point of critical mass where it made sense to add a full-time COO. This will enable us to focus executive time on forward leaning, strategic initiatives,” said Jared Rabinowitz, Founder and Executive Partner of Q Wealth Partners. “Sara positions us to accelerate our pursuit of the goals and expectations we’ve established for the firm, and ensure we’re executing on that vision.”
Ms. Hilliard comes to Q Wealth after serving in a similar capacity with Pascal Wealth Tech. She has a long- established reputation as an experienced operator throughout her 25-year career in financial services, wealth management, and investment funds. She held progressively senior roles focusing on strategy, product management, technology, operations & communications. She contributed to market-leading positions for IFDS and State Street Bank Luxembourg, as well as overseeing the doubling of assets for iA Wealth with the HollisWealth acquisition.
Q Wealth sits at the forefront of innovation during one of the most exciting industry transformations in our lifetime. Thanks to the efforts of Jared, Larry & the entire team, no company is better positioned with the key ingredients for accelerated growth. I am excited to be driving the delivery of an exceptional experience for our partners, both portfolio managers and independent advisors,” said Sara.
Over the last several years, Sara led the Public Affairs Committee for IFIC, was a member of Fundserv’s Fund Company Advisory Council & the Federation of Mutual Fund Dealers and delivered the Disrupter in Action Winning Pitch at the 2020 CAASA Family Office Conference. Sara holds an MBA from Rockhurst University and a Bachelor of Science in Finance and Mathematics with honours from Missouri State University.
Additions to the Management Team Include:
Formerly a Director at PureFacts Financial Solutions, Matt is an experienced senior manager with a demonstrated history of working in the software development space. Skilled in digital strategy, software development management, and user experience; Matt’s industry leading vision and knowledge has already resulted in Q Wealth possessing the most robust data structure existing in the industry. The scope of that model allows Q Wealth the ability to develop, test, and deliver platform solutions in a fraction of the time of our industry competitors. He received his Bachelor of Science focused in Business Management from University of Phoenix.
Brian Sharpe CPA, CA
Brian’s past experience has included senior accounting positions at Bell and Manulife, plus prior experience in the Controller capacity in the UK, Bermuda as well as Canada. Brian is a rare combination of detail-oriented accountant, pragmatic business acumen, blended with superb interpersonal skills distilling complexity to clarity. He attended McMaster University earning his Bachelor’s Degree in Accounting.
Dan Shkolnik CMT
Dan joined the QW investment management team from CPMS/Morningstar where he developed highly sophisticated analytics - helping the top Portfolio Managers in Canada create investment processes and portfolio models. Dan is a Chartered Market Technician (CMT) which helps inform his unique skill set in “Factor Based” portfolio analysis. His career has been equally split between client facing, service-based positions along with back office, technical analyst positions making him a unique individual who can both decipher and explain portfolio and investment opacity. He is a graduate of York University - Schulich School of Business.