The promotion of Jessica Perez to Partner at Milemarker marks a pivotal moment for the company and the wealth management industry at large. Perez, a seasoned financial services professional with two decades of experience, has been instrumental in driving Milemarker's growth since her arrival in June. Her leadership in refining the company's go-to-market strategy and enhancing its national business development efforts has solidified Milemarker's reputation as a leading operating system for advisory firms.
Milemarker's technology platform is transforming how RIAs, Broker-Dealers, Family Offices, and Private Equity firms scale their operations with confidence. Perez's elevation to Partner is a testament to her exceptional ability to blend strategic vision with operational excellence, a combination that has propelled Milemarker forward in a competitive landscape. Her previous achievements, including raising over $6 billion in assets and onboarding more than 50 advisors and RIA offices at Carson Group, speak volumes about her capability to influence the industry positively.
The implications of Perez's promotion extend beyond Milemarker. It signals a broader shift in the wealth management sector towards embracing innovative technologies that streamline operations and enhance decision-making. Milemarker's platform, designed to unify data and automate key processes, represents the future infrastructure for wealth management, offering firms the tools they need to navigate the complexities of modern financial services.
Jud Mackrill, Co-Founder & CEO of Milemarker, praised Perez's contributions, noting her unique ability to lead as a strategist while delivering like an operator. This promotion not only recognizes Perez's achievements but also sets the stage for Milemarker's accelerated growth and deeper industry impact. As the company continues to reimagine the operations of modern wealth management firms, Perez's leadership will be crucial in shaping the future of the sector.
For advisory firms seeking clarity, control, and scale in their data and operations, Milemarker's advancements under Perez's guidance offer a beacon of innovation. Her promotion is a clear indicator of the company's trajectory towards becoming an indispensable partner for wealth management firms aiming to thrive in an increasingly digital and data-driven environment.
