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Thomas Etheber, PhD, CFA

Head of Investor and Marketplace Solutions, Upvest

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Dr. Thomas Etheber is Head of Investor and Marketplace Solutions at Upvest. In this role, he and his teams are reengineering and innovating the machine room of today’s securities markets’ infrastructure. Prior, he was a lead consultant on market development at FactSet and has held a variety of client-facing roles in professional services and market development in the financial services industry where he primarily specialized in digitizing financial advisory processes. Dr. Etheber earned a doctorate in finance from Goethe University Frankfurt and is a CFA charterholder.

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September 22, 2021

Rethinking the Wholesale Distribution Workflow (Part 3)

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September 8, 2021

Rethinking the Wholesale Distribution Workflow (Part 2)

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August 25, 2021

Rethinking the Wholesale Distribution Workflow (Part 1)

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August 11, 2021

Rethinking Financial Advice from a Wholesaler’s and Technological Perspective

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.