About PCR
PCR is a private equity sponsored company making significant investments in re-inventing wealth aggregation. Our vision is to deliver safe, easy-to-implement and accurate financial aggregation services that will power the future of digital wealth management.
Serving Private Clients and
Advisors is in Our DNA
PCR was founded by a group of private clients in 2000 as Private Client Resources (PCR) to deliver services tailored to wealthy families. Since then, we have established a 20-year track record of delivering sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors.
From this Foundation We Reimagined Aggregation Technology
Through innovation, automation and integration we have created the ultimate wealth data utility that frees wealth owners and advisors to focus on understanding and actioning data -- not the low value business of collecting, reconciling and normalizing it.
A Culture of Innovation Sustains Our Growth and Client Satisfaction
Great companies are built by people. The magic happens when the right vision is in the same room with the experience, skills and passion needed to execute. The PCR team, in their diversity and points-of-view, drives our business forward everyday. We are proud of them and look forward to working with all those who will join us.
Executives
Bob Miller
Chief Executive Officer
Sam King
Chief Operating Officer
Ranjan Mishra
Chief Transformation Officer
Peter Seidenberg
Chief Financial Officer
Kalyan Raman
Chief Technology Officer
Henk Jan Kinds
General Manager, NL
Operations Leadership
Brian Harkins
Head of Support Operations
Dan Volz
Head of Data Operations
Rob Chateauneuf
Head of Delivery
Julianna Roche
Enrollment Manager
Technology Leadership
Nupur Daruka
Head of Development
Hemchand Venigalla,
Head of TechOps/CISO
Juliano Cerri
Head of Architecture
Dillon Kenniston
Product Manager
Matt King
Operations Tech Manager
Sales Leadership
Sonya Dhar
Director Client Solutions
Jason Canella
Director Sales