Three founder exits over 35 years. CEO of Appcore, a cloud computing pioneer sold to IBM. CTO of Computility, a pioneering MSP sold to Aptean. CTO at Growers Edge ($75M VC) and Growth Ventures Capital. Prometheus Award CEO of the Year. Over $1B in collective revenue across ventures.
Executive MBA and Global MBA. COO at Archivista. Leads product, operations, and go-to-market for CPAs, RIAs, Broker Dealers, Family Offices, Law Firms, and Private Equity. Brings more than a decade of executive leadership to the design of provable compliance infrastructure for regulated industries.
Co-Founder Beaird Harris (1988). Ex-Arthur Andersen Senior Audit Manager. 45+ years in public accounting, specializing in wealth management, estate planning, and charitable giving for high-net-worth individuals. Licensed Investment Advisory Representative and member of AICPA, TSCPA, and the National Association of Family Wealth Counselors.
Duke Law. Former COO Toys 'R' Us ($6.6B PE sale). CEO NYRA, MD Universal Parks & Resorts.
Founder Polston Tax, top 50 US tax law firm. 18+ years IRS litigation. America's Top 50 Lawyer.
President, Family Office. Trust admin for Fortune 500 CEOs. HNW asset protection and family wealth governance.
