FOR IMMEDIATE RELEASE
Former TD Ameritrade executive brings wealth management expertise to innovative cash management platform
New York, NY — March 22, 2018 — MaxMyInterest (“Max”), an intelligent cash management and optimization platform for individual investors and financial advisors, today announced the appointment of J. Thomas Bradley Jr., retired president of retail distribution at TD Ameritrade, to its Advisory Board.
Bradley is an esteemed executive with over three decades of experience serving financial advisors and their clients. He began his career at TD Ameritrade in 1986 as a broker, rising to president of the institutional business in 2000 and subsequently president of retail distribution in 2012, before retiring in 2017. Bradley has received numerous industry awards and recognitions from Investment Advisor Magazine and the National Association of Personal Financial Advisors, among others.
“We are honored to have Tom Bradley, one of the industry’s most respected executives, join our Advisory Board,” said Gary Zimmerman, Max founder and CEO. “Tom’s extensive experience scaling both retail and institutional businesses aligns perfectly with our growth strategy, and his unwavering commitment to client-centric services echoes our core values. We look forward to his valuable insights and contributions.”
“I’m thrilled to join Max’s Advisory Board,” said Tom Bradley. “Max’s mission of optimizing client cash yields within FDIC insurance limits is straightforward yet profoundly impactful. In today’s competitive market, Max enables advisors to offer holistic advice and effectively grow their practices. As a Max user myself, I deeply appreciate the platform’s value.”
Bradley joins a distinguished Advisory Board, including:
- Professor Jan Rivkin, C. Ronald Christensen Professor of Business Administration, Harvard Business School
- Dr. Gary McGraw, Vice President of Security Technology, Synopsys (NASDAQ:SNPS)
- Andrew Klaber, Partner at Paulson & Co.
- Andrew Hecht, Entrepreneur and Corporate Attorney, Outside General Counsel to Max
About MaxMyInterest
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, provides innovative solutions enabling financial advisors and individual investors to achieve significantly higher yields on cash holdings. Max automatically optimizes FDIC-insured cash deposits, helping clients earn substantially more than the national average savings rate. Currently, Max members earn up to 1.61%, compared to a national average of 0.09%.
Learn more:
- Individuals: MaxMyInterest.com
- Advisors: MaxForAdvisors.com
Media Contacts
FiComm Partners
Abbie Sheridan
+1 (917) 636-4803
press@maxmyinterest.com