CEO Innovation Spotlight: Reed Colley, CEO, Summit Wealth Systems


Nearly 20 years ago, Reed Colley created the Black Diamond Performance, the first cloud-based performance reporting system. After a sale and break, he’s back in a big way as co-founder and CEO of Summit Wealth Systems, a modern portfolio management system for RIAs. Listen to hear how Colley:

  • Learned about the “Gorilla glue and duct tape” advisors use to manage their technology stacks.
  • Uses intensive user research and data to formulate ideas.
  • Takes a “maniacal approach” to user interface design and user experience.

Hosted by Jack Sharry, EVP and Chief Growth Officer, LifeYield

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