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Victor Bonilla Joins Portfolio Pathway as VP of Business Development

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Victor Bonilla Joins Portfolio Pathway as VP of Business Development

Industry Veteran will oversee Custodial and Third-Party Partnerships

PR Newswire

CHICAGO, Aug. 7, 2018 /PRNewswire/ -- Portfolio Pathway, a leader in wealth management technology solutions, announces Victor L. Bonilla has joined the firm as Vice President of Business Development.  Mr. Bonilla will be responsible for the continual growth of Portfolio Pathway's partnerships with custodians and other third-parties, build industry awareness and expand the firm's sales team.

Portfolio Pathway provides Cloud-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio rebalancing and trading.

"Victor's experience working for a top custodian complimented with his time at a well-respected technology firm will provide Portfolio Pathway the opportunity to increase industry awareness of our growing solutions," said Dave Miller, CEO of Portfolio Pathway. "We are excited to have Victor onboard to further expand our reach to the RIA community and third-party integration partners."

Most recently, Mr. Bonilla worked at Envestnet | Tamarac focusing on the development of custodial and third-party partnerships.  Before Tamarac, Mr. Bonilla worked at Charles Schwab & Co. for 17 years as a Senior Team Manager responsible for the management of technology and business operations consultants within Charles Schwab Advisor Services. Mr. Bonilla also served as a Senior Technology Consultant at Schwab working with RIAs utilizing CSA Services to identify and forecast technology solutions necessary for a competitive advantage in the marketplace.

"This is a very exciting time for the Portfolio Pathway team and I am fortunate to be a part of the company's commitment to growth," said Mr. Bonilla. "I look forward to carrying that same commitment to our customers and partners alike, providing high-end solutions with white glove service."

For more information, please contact Brian Lake at blake@portfoliopathway.com or visit www.portfoliopathway.com.

About Portfolio Pathway
Portfolio Pathway provides Cloud-based portfolio management reporting and back office tools for financial advisors, wealth managers and broker dealers. This next generation system encompasses performance reporting, account aggregation, a flexible billing and payout module, composite reporting, portfolio rebalancing and trading. 

For more information about Portfolio Pathway, please visit www.portfoliopathway.com, or call 800-970-9080.  Follow on Twitter @PortPathway.

 

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SOURCE Portfolio Pathway

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