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Making alternative investments as easy to own as a mutual fund.

 

About Us

Altigo is built on the idea that investing in alternative securities could be made much more efficient and manageable using online technology tools and digital workflows. If online banking can become mainstream, so can investing in alts.

We set out to create a secure platform that connects sponsors, advisors, transfer agents, custodians, and other participants across the entire investment process.

 

For alternative investment sponsors and fund managers, we’ve created an end-to-end service to execute and manage the subscription process more easily. For advisors and brokers, we’re making it faster and easier to invest in opportunities of interest on behalf of clients.

Altigo’s open network business model puts financial professionals in the driver’s seat, empowering targeted investment choice over curated distribution of alts.


Leadership Team

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Bill Robbins

Chief Executive Officer

Bill brings more than 25 years of experience in growing brokerage platforms and provides strategic oversight and leadership at WealthForge and Altigo. Prior to joining WealthForge in 2015, he served as President of BB&T Securities Services leading teams that supported the firm's brokerage platform and operations. He earned both an MBA and bachelor's degree from the University of Richmond.

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Mat Dellorso

Chief Revenue Officer

Mat helps drive Altigo's vision forward with his passion for innovation and background in entrepreneurship. Mat helps lead company strategy and growth and is a frequent industry speaker on how Altigo is making alts as easy to own as a mutual fund. Mat is a University of Richmond graduate.

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Obie Quelland

Chief Technology Officer

Obie helps ensure that Altigo continues to innovate and scale its products and services. He began his career with Accenture and has worked for companies ranging in size from startup to Fortune 500, including SNL Financial (S&P Global), CarMax and Capital One. Obie received his B.S. in Business Administration from the University of Mary Washington and his M.S. from the University of Virginia.

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Kyle Engelken

Chief Financial Officer

Kyle brings a deep understanding of portfolio management and private investments to WealthForge and Altigo from his tenure at Cambridge Associates. Kyle received his bachelor's at University of Richmond and MBA from the College of William and Mary. Prior to joining WealthForge, Kyle managed a portfolio of microloans in Nicaragua for a US-based non-profit.

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Heather Acey

Managing Director, Marketing

Heather leads brand development and marketing efforts with 18 years of experience in design, branding and marketing strategy for financial services firms. Previously, she worked in US Card Acquisition at Capital One and credit card loyalty at Affinion Loyalty Group. She holds a bachelor's degree in both Marketing and Psychology from Virginia Commonwealth University.

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Chris Markley

Managing Director, Product

Chris honed his ability to solve complex problems while delivering innovative product solutions during his experience at PwC Capital Markets Consulting and J.P. Morgan. He served 6 years in the U.S. Navy, working in the fields of electronic warfare and intelligence. He earned his bachelor’s degree from the College of William and Mary.

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Megan Bosch

Sr. Director, Strategic Accounts

Megan brings a diverse background in real estate and financial services to her current role as Sr. Director of Strategic Accounts for Altigo. In her previous role, she was responsible for launching an investment sales division for a regional CRE firm. Megan earned her bachelor’s from St. Lawrence University and master’s degree from the University of Virginia.

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Ryan Fischer

Director, Strategic Accounts

Ryan has worked in the financial services industry for more than 13 years. He started his career as a financial advisor and then spent over a decade as a wholesaler for some of the top alternative investment sponsors in the industry. He brings extensive knowledge and understanding of product syndicators to his role as Director of Sponsor Accounts for Altigo. He has a bachelor's degree from the University of Minnesota.

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Parth Patel

Director, Client Delivery

Over his seven years at WealthForge, Parth has been responsible for client success, due diligence, compliance, and broker-dealer operations. Parth brings this holistic experience with alternative investments to his current role in order to ensure a smooth onboarding experience and ongoing client success. Parth received his Bachelor’s from Virginia Commonwealth University.

 

Contact Us

We'd love to hear from you.

 

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