Boston Globe: Who’s What, Where
Robert Sandrew is now the director of business development at Smartleaf, Inc., a Cambridge-based provider of portfolio management solutions to banks and other wealth managers.
Boston Business Journal: People On the Move
Smartleaf Inc., a Cambridge-based provider of an overlay portfolio management software product to banks and other wealth managers, has named Robert Sandrew its new director of business development.
U.S. Bank Selects Smartleaf’s Overlay Portfolio Management Solution as Common Platform for Discretionary Wealth Management Investment Offerings
Smartleaf announced that U.S. Bank has chosen it to provide a unified overlay platform for its non-brokerage wealth management investment relationships managed through The Private Client Reserve and Private Client Group.
Smartleaf Names Robert Sandrew New Director of Business Development
Smartleaf has named Robert Sandrew as its new Director of Business Development. He will oversee the company’s sales-related activities.
Smartleaf Assets Under Management Surpass $35 Billion; Achieves 40% Asset Growth in One Quarter
Smartleaf has surpassed $35 billion in assets under management, a 40% rise in one quarter.
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Business Development Officer:
Greg Dalle-Molle at 617-453-0078