Read the announcement from Pulse2, which reported on FMG’s addition of four senior leaders to its team: Christian Short as Senior Vice President of AI Strategy and Operations, Nathan Worthington as Senior Vice President of Customer Success, and Kevin Jurick and Jeremy Kowalski as Strategic Enterprise Account Executives.
The additions bring experience from EY-Parthenon, Institutional Shareholder Services, Goldman Sachs, Salesforce, and IBM, reflecting FMG’s accelerating investment in AI strategy, customer success, and enterprise sales as it scales past 80,000 financial professionals on its platform.
“FMG is entering a new phase. We are evolving from a marketing platform into the compliant growth platform for the financial services industry,” said Dave Christensen, FMG’s CEO.
“Enterprise growth in this market is not just about winning deals, but earning trust and then delivering results that expand over time,” added Matt Newman, FMG’s Chief Revenue Officer.
Also seen in:
- InvestmentNews – “FMG Suite Adds Four Senior Leaders to Scale AI and Enterprise Growth”
- citybiz – “FMG Suite Expands Executive Team to Accelerate AI and Enterprise Growth Strategy”
- Wealth Solutions Report – “FMG Suite Adds Executives With a Focus on AI Innovation and Enterprise Growth”
- Digital Wealth News – “FMG Suite Answers AI and Enterprise Demand by Strengthening Leadership Team”
- Digital Wealth News – “Advisor Tech Talk: Week of 8/10/26”
FAQ
Q: Who did FMG hire, and what are their new roles?
A: FMG added four senior leaders: Christian Short (Senior Vice President of AI Strategy and Operations), Nathan Worthington (Senior Vice President of Customer Success), and Kevin Jurick and Jeremy Kowalski (both Strategic Enterprise Account Executives).
Q: What is Christian Short’s background?
A: Short joins from EY-Parthenon, where he was a Senior Director developing the firm’s Enterprise Reimagined AI product. He previously spent more than seven years at Bain & Company focused on financial services and private equity, founded a venture-backed telehealth company, served as interim CEO of a consumer health brand, and was chief of staff at Vestigo Ventures – the firm founded by FMG Executive Chairman Mark Casady.
Q: What does the Customer Success hire mean for existing FMG clients?
A: Nathan Worthington, who spent more than 16 years at Institutional Shareholder Services leading global client success, will oversee customer relationships, partnerships, and renewals as FMG scales its enterprise and institutional business.
Q: Why is FMG investing in enterprise sales right now?
A: Kevin Jurick (formerly of ISS STOXX and Goldman Sachs) and Jeremy Kowalski (formerly of Salesforce and IBM) join as Strategic Enterprise Account Executives to support complex institutional sales as FMG expands its enterprise and wealth management partnerships.
Q: How many advisors does FMG serve?
A: FMG’s platform serves more than 80,000 financial professionals and insurance professionals, reaching over 45 million U.S. investors.
Q: How does this fit into FMG’s broader strategy?
A: CEO Dave Christensen has described the hires as part of FMG’s evolution “from a marketing platform into the compliant growth platform for the financial services industry,” following closely on the heels of FMG’s Institutional Intelligence launch and reflecting continued investment in AI, enterprise sales, and customer success.
