Wheelhouse Analytics

We serve the investment management industry through innovative technology solutions.

Our Story

Founded In 2010 By Industry Experts

Independent Thinkers

As thought leaders, our highest asset is our ability to set new paths to success. We are an agile company with an internal mandate to reshape the industry. Now.

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Agents of Change

We deliver value from our first meeting. As industry experts with deep experience in business processes and analytics, we help our clients with all aspects of their business.

Know The Future

If you’re expert enough… if you’ve been an industry leader… well, you know where the industry is headed. We race to that point in the future. We bring our clients with us.

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Partners, Not Vendors

A collaborative relationship allows us to lead our clients forward. Our expertise allows us to better see the landscape ahead and provide a consultative approach alongside solutions.

Our Team

Frank Coates | CEO

Prior to his co-founding of Wheelhouse Analytics, Frank was the founder and CEO of Coates Analytics, LP. From 2003-2007, Coates Analytics pioneered the development of asset flow analytics and dashboard technology in the retail financial product distribution industry. In 2007, Coates Analytics was acquired by PNC Global Investment Servicing (formerly PFPC). Frank is a regarded industry thought leader and is often quoted in industry journals. He has more than 20 years of experience in financial services focused primarily on business management, technology, and the distribution of financial products. Frank is the former Director of Sales for Strong Mutual Funds and Director of Separate Accounts for Dreyfus. In 2010, Frank, along with Todd Buck, founded Wheelhouse Analytics as a new company devoted to providing innovative technology and data and analytical solutions to the investment management industry. Frank is a graduate of Siena College with a degree in Computer Science and Mathematics. He has served as a First Lieutenant in the United States Army from 1986-1990 and received his CFA charter in 2003. Frank and his wife Tara live with their two children in West Chester, Pennsylvania.

Todd Buck | President

Todd has nearly 20 years of experience in the financial services industry and is a co-founder of Wheelhouse Analytics. He is the former Director of Sales and Service at Coates Analytics, LP. During his time with Coates Analytics, his clients included 75 top-tier asset management firms and national broker dealers. Todd is a Certified Investment Management Analyst (CIMA) and has held senior sales positions with both Merrill Lynch (New York, NY) and Strong Capital Management. He has served as both the Vice President of Managed Solutions for Merrill Lynch where he spearheaded all Separate Account sales in New York City and as a Divisional Sales Manager for Strong Capital Management. At Strong, Todd was responsible for all Eastern U.S. sales in the broker/dealer channel where he managed and trained external sales professionals specializing in Managed Accounts and Mutual Funds. His early career included positions with PLANCO and ING Mutual Funds. Todd is a popular industry speaker and respected thought leader and is considered an expert in product distribution and sales process. He received a degree in Business Administration from Rowan University and currently resides in Sewell, NJ with his wife Monique and their young son Nathan.

Jim Seuffert | Senior Partner

Jim is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies. He is a former Managing Director and member of the Executive Committee for Pershing LLC, where he was responsible for overseeing the delivery of turnkey and private-label managed account solutions to Pershing’s broker-dealer and registered investment advisor customers. Jim had also served as the 2011 Chairman of the Board of Governors of the Money Management Institute. Recognized as one of the primary contributors to the development of the fee-based consulting industry, Jim was honored in 2005 with the Pioneer Award by the Money Management Institute for his contributions to the managed account industry during his illustrious 25-year career.

John Ryan

Director of Operations

John brings to Wheelhouse Analytics a diverse background of entrepreneur, corporate leadership, and sales and sales management. Prior to joining Wheelhouse Analytics, John spent 17 years in mortgage banking. He is the co-founder of two national mortgage companies; Guardian Loan Company and Epic Management Group, and was the VP of Sales for National Finance Corporation. His early career includes 5 years as a fixed income product specialist with Northern Capital Securities in Andover, MA. John is involved in all aspects of the business including business development, legal, HR, budget and finance, vendor management, and the day-to-day operations for Wheelhouse Analytics. He is a former Advocate Chair for the American Cancer Society and supports animal welfare and the Special Olympics. John is a graduate of Siena College with a B.S. in Finance. He and his wife JoAnne currently reside in West Chester, PA.

Tricia Baxter

Director of Product Development

Tricia was a Product Manager at Coates Analytics from 2006 until May 2011. Her responsibilities included product development for the Distribution Management System as well as the execution of enhancements to the Sales Reporting module. Tricia also handled the onboarding of new data relationships and the support for all data partners, including Bank of America, Merrill Lynch, Morgan Stanley Smith Barney, Wachovia and many others. Previously, Tricia held various positions at Nuveen Investments in Marketing and as a part of the Sales and Service team. Earlier in her career, she worked at Deustche Bank Alex. Brown and Legg Mason. Tricia holds a Bachelor of Business Administration in Accounting from Loyola University Maryland and a Masters of Business Administration in Finance from St. Joseph’s University.

Anthony “Tony” Kukulich

VP of Product Development-Analytics

Prior to joining Wheelhouse Analytics, Anthony was an intern on the product team at Coates Analytics for 3 years. He currently heads up our Partner Portal and Data Analytics product development team. Born and raised in Wilmington, DE, he received his B.S. in Finance from the University of Delaware in 2011. Anthony currently resides in Wilmington, DE.

Tim Reinhart

VP of Relationship Management

Tim joined Wheelhouse Analytics in 2011. He is a 2009 graduate of Shippensburg University where he majored in Business Management. At SU, he was a 2 year member of the Investment Club and played four years Collegiate Men’s Rugby. After graduating, Tim spent 2 years managing a fitness club and was a coach for the West Chester Little American Football Association with his brothers. He and his wife currently reside in West Chester, PA.

Envestnet Acquires Wheelhouse Analytics

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Envestnet Institute On Campus Expands Reach & Offering

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Frank Coates IMCA Interview On The Client Relationship Process

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Envestnet Institute on Campus Adds Fiserv as Sponsor

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MMI and Wheelhouse Analytics Announce eLearning Initiative

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Photos from Wheelhouse’s 2015 Fall Conference – The Age of Analytics

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Fall Semester of Envestnet Institute On Campus Begins

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1,000 Trained Employees

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Wheelhouse Analytics and Ed Wallace Announce New eLearning Course

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Successful MMI Managed Solutions eLearning Curriculum Now Available to College Students Considering a Financial Services Industry Career

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