James Marks

James Marks is the President and CEO of WealthHub Solutions, Inc., a leading provider of enterprise solutions for fiduciary management.12 Here are some key details about his background and role:

Professional Experience

• Marks has been serving as President and CEO of WealthHub Solutions since March 2016.2

• He brings over three decades of experience as an innovator and executive in financial technology to this role.1

• Prior to WealthHub, Marks held several leadership positions, including:

  • President of The Marks Group (strategic advisory services)
  • President of WineAccess
  • President of Marks Baughan & Co. (investment bank)
  • President of Belzberg Technologies

Financial Technology Expertise

• Marks was instrumental in starting and managing SNL Financial early in his career.1

• In 1996, he became the first Wall Street equity analyst to focus specifically on financial technology while at Credit Suisse First Boston.1

• He founded the financial and legal technology investment bank Marks Baughan in 2004.1

Education

Marks holds a BA in Art History from Swarthmore College, where he was a McCabe Scholar.2

Leadership at WealthHub Solutions

As President and CEO, Marks leads WealthHub Solutions in providing its TrustHub application, an end-to-end solution that integrates investment reporting with automated management of trusts.2 Under his leadership, the company has achieved notable success, including being crowned 'Best CRM System' at the Family Wealth Report Awards in 2021 and 2022.34