Jim Seuffert Joins Wheelhouse Analytics

Jan 16, 2014 | Press

Wheelhouse Analytics is pleased to announce that former Pershing and Lockwood Advisors senior executive Jim Seuffert has joined the firm as 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. Jim will be in a leadership role as well as responsible for development and roll-out of WheelhouseED, an eLearning platform designed to serve the financial advisory industry. In addition to his role with Wheelhouse, Jim will continue to serve as a consultant to financial advisory firms and as a subject matter lecturer for the Money Management Institute’s Educational Outreach Program.

“We could not be more excited to have Jim join our team. His knowledge of the industry, reputation as a thought leader, and positive attitude and outlook will be a tremendous benefit to our clients”; Frank Coates, CEO Wheelhouse Analytics


John Ryan

John Ryan

Chief Administration Officer at Wheelhouse Analytics
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.
John Ryan

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