Nathan Berk

Board Member, Chief Technology Officer, and Co-Founder

Nathan Berk is a seasoned technology executive with over two decades of experience in FinTech, financial services, and Technology consulting.  As the Co-Founder and Chief Technology Officer at Fispoke, he is developing an innovative wealth management banking platform.  His expertise includes leading digital transformations, building SaaS companies, cybersecurity, and aligning technology strategies with business goals.

At Lincoln Investment, Nathan served as Chief Technology Officer, implementing cloud technologies, leading cybersecurity initiatives, and driving digital transformation strategies. His leadership launched platforms that empowered financial advisors and streamlined operations. As Chief Information Officer at Hanlon Investment Management, Nathan led the development of the Hanlon Wealth Platform, a comprehensive SaaS for financial advisors. His strategic vision facilitated the platform's successful sale to Lincoln Investment. Nathan began his technology leadership journey at Omicron Consulting, excelling as General Manager and Vice President of Sales & Marketing. His efforts led to significant revenue growth and the company's successful sale.

With an MBA in Finance from Rutgers University and a BS in Electrical Engineering from Drexel University, Nathan combines technical acumen with business insights. He is known for fostering organizational culture, building strategic partnerships, and navigating complex digital landscapes.

The People Behind Fispoke

Meet more of [[the team]]

Decades of combined experience from the world's leading private banks, wirehouses, and technology firms.

Daniel Walsh

Director of implementation | Product Evangelist

Terry Mullen

Strategic Growth Advisor

Marc Butler

CEO and COO across Wealth Management and Banking industries

Jim Hays

President & CEO of Wells Fargo Advisors, and Head of Merrill Lynch Private Banking & Investment Group

Whit Magruder

Co-founder & leader of the Global Private Bank at Goldman Sachs