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Eamon McFadden

Eamon is involved with all aspects of our client on boarding process. He is determined to service advisors as best as possible, while enhancing our platform along the way. Eamon's background is in Electrical and Electronic Engineering where he gained hands-on, practical understanding of engineering systems and computers.

Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Grow and Retain Prospects With Cost-Effective Technology The StoneBridge Way

You know the prospects you want, kids of good clients or spouses with a 401(k); you don’t want to turn them away but how can you serve them cost-effectively? Sophisticated wealth management firms on a growth trajectory—or those seeking to hit a growth stride—are taking a hard look at ways technology can both cut costs and increase efficiency.

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