December was a fitting finish to a year that tested investor patience, challenged assumptions, and ultimately rewarded discipline. While the final month of 2025 delivered
Financial markets navigated a highly volatile landscape in November as shifting monetary expectations and disrupted economic data releases created uncertainty across asset classes. While headline
After what we believe to be an uncharacteristically strong September, markets entered October with potentially renewed momentum and a sense of cautious optimism. Both equities
September is often remembered as a tricky month for markets — but this year told a different story. The S&P 500 advanced 3.64% in September,
In this webinar, we will discuss the time crunch that advisors face between managing portfolios, managing their clients, prospecting for new clients, and all other
Kevin is Co-Founder and Chief Product Officer at Artha, where he leads product strategy, design, and execution across the platform. He is responsible for shaping Artha’s core optimization engine, Scenario AI capabilities, and the broader product vision as the company evolves toward a modern, AI-driven wealth platform.
With over 15 years of experience building and scaling fintech and SaaS products, Kevin specializes in translating complex systems into intuitive, decision-driven tools. His work focuses on helping advisors and institutions move from static portfolio construction to dynamic, scenario-based decision-making at scale.
Kevin has led cross-functional teams through multiple product lifecycles—from early concept through market adoption—and has helped bring products to market that are used by some of the largest financial institutions in the U.S.
He holds a B.S. in Finance and Information Technology from Virginia Tech and an MBA from Wake Forest University.
As a trusted leader, Natallia is poised to drive Artha’s quality assurance initiatives to new heights, ensuring a lasting impact on both customer satisfaction and business growth.
With over 40 years of experience in the financial industry, Vince Lowry has built a distinguished career as an Investment Advisor. He began his journey in 1984 at Shearson Lehman, where he quickly established himself as a leader in the field. Over the next two decades, he grew his investment business to an impressive $20 billion in assets under management (AUM). Vince attributes this success to using modern portfolio theories as he was an early adopter of global asset allocation for diversification as well as utilizing advances being offered by technology.
In 2004, Vince and his team departed from Smith Barney Citigroup to launch their own Registered Investment Advisor (RIA) firm, VTL Associates. Over the next 11 years, they continued managing client assets while also developing an ETF family of funds known as RevenueShares.
One of Vince’s most notable achievements came in 2009 during the financial crisis. As the Investment Advisor to the Pennsylvania Treasury, he recognized an opportunity amid market turmoil. He advised the Treasury to leverage the New York Federal Reserve’s TALF program, investing in CMOs, ABS, and other distressed yet highly rated fixed-income securities. This strategic move resulted in a remarkable $3 billion gain for the Pennsylvania Treasury within just nine months.
In 2015, Vince and his team sold VTL Associates to Oppenheimer Funds, a subsidiary of MassMutual. Over the next two years, they played a key role in expanding Oppenheimer Funds’ ETF business. By August 2017, after fulfilling their obligations under the acquisition agreement, Vince and his team set out on a new path. Recognizing the agility of smaller firms, who are better positioned to explore and create creative strategies by embracing the rapid changes in the world of technology, they launched a new venture focused on delivering investment advice through innovative technology-driven solutions.
Vince Lowry continues to be a thought leader in the industry, leveraging decades of expertise to navigate the evolving financial landscape and drive meaningful results for his clients.
