World Investment Advisors, the Santa Barbara, California-based advisory firm, announced that technology veteran Bill Altman has joined the firm as Head of Technology Strategy.
Altman is expected to lead the design and execution of World’s enterprise technology roadmap that is intended to empower advisors with solutions that enhance efficiency, deepen client relationships and accelerate growth.
“Technology has become central to the wealth management experience, shaping how advisors deliver personalized, exceptional services to their clients,” said Troy Hammond, CEO of World Investment Advisors. “Bill’s proven leadership and vision will ensure we continue to innovate, giving our advisors the capabilities they need to grow their practices while delivering lasting value to clients.”
With more than two decades of IT leadership experience in wealth management, digital media and broadcasting, Altman was most recently an Executive Director at Hightower Advisors, where he oversaw Salesforce development and enterprise platform integrations. Before that, Altman held senior leadership positions at GiveCentral.org, Graham Media Group and Fox Television.
“I am excited to join World at such a pivotal moment in its evolution,” said Altman. “The firm’s impressive trajectory is a direct result of its commitment to empowering advisors with industry-leading solutions across the entire business.”
According to a company statement, Altman’s near-term priorities will include integrating next-generation tools into the advisor ecosystem, strengthening data-driven insights and scaling the firm’s digital infrastructure to support long-term expansion.
“I look forward to delivering innovative tools, platforms and insights that help advisors grow stronger practices and serve clients at the highest level,” added Alyman.
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 630 advisors and staff across over 100 U.S. locations. The World Investment Advisors network of professionals includes specialists in wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation.
