TradePMR Signs Top Technologist Jon Patullo

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP

RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique combination of custody platform experience, as well as a deep knowledge of technology and integration experience to the TradePMR team. His background includes executive and leadership roles at TD Ameritrade, Charles Schwab & Co., and Apex Clearing. 

Jon Patullo

“Professionals with Jon’s depth and breadth of experience are few and far between in our industry,” says Robb Baldwin, President and CEO of TradePMR. “Jon’s extensive expertise in developing and delivering technology solutions that advisors need is exactly the kind of knowledge and vision that TradePMR continues to deliver and execute for advisors. He’s a proven innovator and thought leader who will be invaluable to our continued success, and we couldn’t be more excited to welcome him aboard.” 

In our opinion here at T3, Baldwin’s excitement is well justified. Patullo has been involved in the advisor technology space for over two decades. He was the First Vice President of Technology Development at TD Waterhouse and led the transition of the institutional business’ technology in the wake of the merger with Ameritrade. At TD Ameritrade, he was instrumental in the launch of the firm’s highly regarded, award winning VEO One and VEO Open Access platforms. Following Schwab’s acquisition of TD Ameritrade, Patullo oversaw all Institutional platforms and the integrations for the combined company. 

“Throughout my career in this industry, I have seen TradePMR grow alongside the independent advisor profession,” said Patullo. “It is inspiring to now be part of that forward thinking growth and to join such an experienced and highly regarded leadership team who are each dedicated to helping advisors grow and succeed. The value that they place on people and the culture is evident, and it shows up in the work the team does every day.”

As TradePMR’s Chief Product Officer, Patullo will oversea the continued growth and enhancement of the Fusion technology platform. Ranked as a top rated advisor platform in the 2024 T3/Inside Information survey, Fusion is a fully integrated purpose built advisor platform that has evolved over more than a decade based upon the feedback of thousands of advisors. 

From a T3 perspective, TradePMR is the perfect landing spot for Patullo. Just as years ago TD Ameritrade delivered great technology to advisors with a relatively small, resolute staff of innovators, TradePMR has been on a similar glidepath. The addition of Patullo, with his deep industry knowledge and track record, will likely propel TradePMR’s technology platform to new heights. We are excited to see what comes next! 

Joel Bruckenstein
Joel Bruckenstein
Joel P. Bruckenstein, CFP®, is Publisher of the T3 Tech Hub (formerly the T3 newsletter) and the producer of the Technology Tools for Today (T3) Advisor Conference, the only annual technology conference for independent advisors, as well as the Technology Tools for Today (T3) Enterprise Conference. He also hosts other technology summits in partnership with thought leaders in the financial services industry (e.g., Brian Hamburger of MarketCounsel) and his own by-invitation-only fintech summit every summer. In 2020, Bruckenstein will produce for the first time a new one-day intensive called T3 Cyber University. Bruckenstein is an internationally acclaimed expert on applied technology as it relates to the financial service industry. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years. In addition, he works in tandem with industry influential Bob Veres, publisher of Inside Information, to produce an annual technology survey for the financial planning community. Bruckenstein accepted the fifth annual Leadership Award bestowed by Bob Veres' Insider's Forum, a conference that brings together the leading figures of the financial planning profession during a main stage presentation at the Insider's Forum held September 6-8, 2017 in Nashville, TN. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. For more information about Joel Bruckenstein and the services his firm offers, please visit

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