InvestorCOM Expands US Advisory Board, Appoints Two Finance Executives
Doug Trott and Donna Fontana bring more than six decades of executive leadership and financial services expertise to InvestorCOM
Toronto, ON, October 26, 2020 – InvestorCOM, the leading provider of regulatory compliance software and communications solutions for the financial services industry, today announced that Doug Trott, former CEO and Board Chairman of PriceMetrix and Donna Fontana, former Senior Vice President of Sales at Fidelity Clearing and Custody have joined InvestorCOM’s US Board of Advisors.
Mr. Trott brings more than 35 years of executive experience in the financial services industry, as well as operational expertise in product development and a passion for growing businesses.
“I am excited to join InvestorCOM and support their US market expansion. The Company’s compliance platform for broker-dealers is very compelling and I look forward to helping InvestorCOM achieve its future goals,” said Mr. Trott.
Mr. Trott is the former co-founder and President, CEO and Board Chairman of PriceMetrix, a provider of SaaS data and analytics software to the North American full-service retail brokerage market, which he sold to McKinsey. Most recently, Mr. Trott was a Partner in McKinsey & Company’s New York office.
In 2019, Ms. Fontana retired from Fidelity Clearing and Custody after a thirty-year career in financial services. She served as a Senior Vice President of Sales for over a decade, where she focused on cultivating and securing new clients for the clearing platform. Prior to that, she held various senior positions in sales and operations at Correspondent Services Corporation and Broadcort Capital.
“It’s a pleasure to join a team of high calibre industry advisors,” said Ms. Fontana. “I look forward to lending my expertise to enable InvestorCOM to meet its US objectives.”
InvestorCOM’s US Board of Advisors was launched in July 2020 with the goal of obtaining strategic guidance, insight to help advance InvestorCOM’s regulation compliance software platform, and support to accelerate InvestorCOM’s growth within the US wealth industry. The Board’s charter members include William Best, COO of Regal Holdings Inc., Todd Roadman, former SVP, Regional Managing Director of Fidelity Investments and Tom Selman, founder of Scopus Financial Group and former EVP for Regulatory Policy and Legal Compliance Officer at FINRA.
“Our ability to attract such high calibre industry advisors to join our US board is a testament to our company’s position paper writer of strength, the market opportunity, and the relevance of our intuitive suite of compliance solutions”, said David Reeve, CEO of InvestorCOM. “We look forward to leveraging Doug and Donna’s expertise and extensive industry knowledge as we advance InvestorCOM’s strategic direction.”
For read the full biographies for InvestorCOM’s US Board of Advisors, please visit https://investorcom.com/en/company/team/#usboard
About InvestorCOM Inc.
Since 1992, InvestorCOM has been providing regulatory compliance software and communications solutions to banks, asset managers, insurance companies and investment dealers. Our high value, intuitive solutions eliminate compliance risk for our clients. For more information, visit www.InvestorCOM.com, email firstname.lastname@example.org or call 1-800-361-9494.
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