Nathan Berk
Chief Technology Officer and Co-Founder at Fispoke™ | Greater Philadelphia
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As the Chief Technology Officer and Co-Founder of FiSpoke™, Nathan Berk is at the helm of a transformative initiative in the WealthTech sector, where he leverages over two decades of extensive experience in technology leadership and product development. FiSpoke™ is dedicated to revolutionizing the wealth management landscape by providing a bespoke Wealth Management Lending and Banking platform tailored specifically for Independent Advisors. In this pivotal role, Nathan is responsible for the architectural design and continuous evolution of the platform, ensuring it not only meets but exceeds the strategic objectives set forth by the organization.
Nathan's expertise in data warehousing and cloud computing plays a critical role in the development of scalable solutions that enhance the user experience for financial advisors and their clients. His previous experience as CTO for Lincoln Investment, following the acquisition of Hanlon Investment, has equipped him with a unique perspective on integrating innovative technology within established financial frameworks. This background fuels his commitment to fostering cross-functional team leadership, driving collaborative efforts that bridge technology and business development.
Key projects under Nathan's guidance include the implementation of advanced analytics tools that empower advisors to deliver personalized financial strategies, as well as the integration of robust security measures to protect sensitive client data. His strategic vision and competitive analysis skills ensure that FiSpoke™ remains at the forefront of industry trends, positioning the company as a leader in WealthTech innovation. Nathan's results-driven approach not only enhances operational efficiency but also cultivates an environment where technology and finance converge to create unparalleled value for Independent Advisors.
Chief Technology Officer and Co-Founder at Fispoke™ in August 2023 to Present
Chief Technology Officer at Lincoln Investment in September 2020 to June 2023
Chief Information & Platform Officer at Hanlon Investment Management, Inc. in March 2010 to September 2020
Chief Executive Officer at Interactive Advisory Software in August 2012 to January 2017
General Manager and Vice President of Sales and Marketing at Omicron Consulting in January 2008 to October 2009
Director of Microsoft Consulting Practice at Omicron Consulting in June 2000 to December 2007
Product Manager at Omicron Consulting in June 1998 to May 2000
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Executive Team
Budgeting
Technology Leadership
Product Development
Artificial Intelligence (AI)
Data Warehousing
Software Implementation Management
Vendor Management
Venture Capital
Engineering
P&L Management
Sales and Marketing
Scaled Agile Framework
Planning Budgeting & Forecasting
Software Development
Agile Methodologies
Cybersecurity
Strategic Planning
Process Engineering
Strategy Development
Business Analysis
Integration
Enterprise Software
Strategy
Strategic Partnerships
CRM
Start-ups
SDLC
Management
Competitive Analysis
Strategic Vision
Leadership
Mergers & Acquisitions
SaaS
Financial Services
Solution Selling
Consulting
Enterprise Architecture
Business Planning
Product Management
Executive Management
Business Strategy
Customer Relationship Management (CRM)
Business Development
Software as a Service (SaaS)
Project Management
IT Strategy
Cloud Computing
Negotiation
Cross-functional Team Leadership
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What is Nathan Berk email address?
Email Nathan Berk at [email protected]. This email is the most updated Nathan Berk email found in 2026.
What is Nathan Berk phone number?
Nathan Berk phone number is +12158540778.
How to contact Nathan Berk?
To contact Nathan Berk send an email to [email protected]. If you want to call Nathan Berk try calling on +12158540778.
What company does Nathan Berk work for?
Nathan Berk works for Fispoke™
What is Nathan Berk's role at Fispoke™?
Nathan Berk is Chief Technology Officer and Co-Founder
What industry does Nathan Berk work in?
Nathan Berk works in the Financial Services industry.
Nathan Berk Email Addresses
Nathan Berk Phone Numbers
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