Edmond Walters, the founder and former CEO of eMoney Advisor, which was sold to Fidelity in 2015, has joined the board of directors at Professional Capital Services, a retirement plan recordkeeper.
Walters has spent more than two decades in the financial services industry and has positioned himself as a defender of the financial advisor, once promising to “kick the crap out of the B2C robos.”
“Edmond Walters is a pioneer in delivering proven technology that makes doing business easier for advisors,” said Mark Klein, CEO of PCS. “He was FinTech before it was called FinTech; he’s always looking at new ways to bring forward-looking technology to the advisor/client relationship.”
Walters said he plans to help the firm employ technology more effectively.
Marketing automation platform AdvisorStream recently announced the addition of Walters to its board of directors.