Ted Zhang is an accomplished product management leader with over five years of experience at Altruist, currently serving as Director of Product for the enterprise products group. He played a pivotal role as the first product manager at Altruist, overseeing critical projects in the initial platform development. Prior to his time at Altruist, Ted worked on a variety of financial products at ServiceTitan and Xero. Ted's dedication to innovation and technology continues to drive excellence in financial services.

Lev Williams is a seasoned leader in WealthTech, with extensive experience in product management, strategy, pricing and monetization, corporate development, and business incubation. As Director of Product at Altruist, Lev leads the Trading, Clearing, and Data teams, as well as spearheading the Asset Class Expansion Strategy. Before joining Altruist, Lev served as VP of Strategy & Corporate Development at Apex, where he led advisory initiatives. He also held the role of VP of Innovation & Strategy at LPL Financial, where he launched several new affiliation models. Lev began his career working with multiple RIAs and in software private equity.

Jennifer Stokes brings over 20 years of brokerage industry experience to her role at Altruist. She began her career at E*Trade Clearing in 2000, overseeing pension planning and tax reporting. Transitioning to project management in 2003, she led integrations of acquired entities. She held senior roles at Lightspeed Financial, Baker Hughes, Tradier, and TradeStation Group. In 2021, Jennifer joined Altruist as the Director of Program Management, leading the firm's self-clearing efforts. She was promoted to General Manager of Clearing in 2022, overseeing Altruist Financial’s operations and business activities. In 2024, she became Head of Clearing Operations, where she now oversees daily operations and business activities. Jennifer holds an MBA from Tulane University and is a Wharton Securities Industry Institute Leadership candidate.

Robert Mennow brings over two decades of experience and a passion for enhancing the advisor experience to his role at Altruist. He began his career as a Financial Advisor before transitioning to Vanguard, where he held various leadership roles in client service, brokerage, trading, problem resolution, and operations. Notably, he was a key leader in Vanguard’s self-clearing conversion and led RIA sales for the West. Now Robert is at Altruist where he’s the Head of Advisor Operations, leveraging his extensive expertise to ensure smooth and efficient operations. Robert and his wife Sarah enjoy biking and have competed in challenging races, including the Leadville 100 and Ironman Arizona.