Veteran product leader from BlackRock, Google Cloud, and S&P Global joins Masttro, the AI-powered data platform for family offices, private banks, and RIAs that serve UHNW clients, to lead product strategy and shape ongoing growth plans

NEW YORK: Masttro, the wealth intelligence platform for family offices, private banks, and RIAs serving UHNW clients, today announced the appointment of Dan Gorlick as Chief Product Officer.

Mr. Gorlick joins Masttro as the company continues to expand its client base to over 400 firms in more than 40 countries, with 10,000+ end clients globally. His appointment reflects Masttro’s continued investment in product innovation at a time when family offices are placing greater emphasis on technology amid rising data complexity across private markets, entity structures, and reporting workflows.

Prior to recent tenures as Head of Product of iLEVEL by S&P Global and Product Lead at Google Cloud, Mr. Gorlick spent more than a decade working on the Aladdin team at BlackRock, including serving as Head of Product for Whole Portfolio. His experience managing product and client service teams makes Mr. Gorlick a natural fit to lead Masttro’s product strategy as the company grows its client base of family offices and wealth advisors.

Jay McNamara, Chief Executive Officer of Masttro, said, “Dan brings a rare combination of institutional product leadership, client perspective, and operating discipline. His experience across BlackRock, Google Cloud, and S&P Global speaks for itself and is highly relevant to where Masttro is headed. As we continue to build for the future, strengthen our offerings, and meet the needs of sophisticated clients, strong product leadership will be essential. Dan is the right leader for that next chapter.”

As Chief Product Officer, Mr. Gorlick will partner closely with Mr. McNamara and with Domingo Viesca, Co-Founder and Head of Innovation, to guide product development and ensure alignment between the Masttro platform and client needs. Mr. Viesca will continue to lead Masttro’s research and development workstreams, setting the company’s long-term innovation agenda and directing the development of its agentic workflows.

“Dan’s appointment adds important depth to our leadership team at a meaningful moment for Masttro. I am excited to partner with him as we continue to build on the company’s product foundation. I see tremendous opportunity in what we can build together,” said Domingo Viesca.

Appointing a CPO strengthens Masttro’s executive team as the company delivers solutions to the structural challenges facing the wealth management industry. Mr. Gorlick’s arrival also adds depth to Masttro’s AI commercialization capabilities at a moment when client appetite for AI features has proven durable following the launch of Masttro Intelligence, the company’s proprietary agentic tool, in 2025.

“Masttro is operating at an important moment in its growth, with a clear product vision, significant momentum, and a meaningful opportunity to bring real innovations to market. I am excited to partner with Jay and Domingo as we continue building what I believe to be the highest-performing platform for complex wealth reporting, intelligence, and operational clarity,” said Dan Gorlick.

About Masttro

Masttro is the global leader in wealth technology for aggregating, visualizing, and managing complex portfolios across all asset classes, jurisdictions, currencies, and entity structures. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights. The platform utilizes AI to seamlessly aggregate wealth data across all asset classes-including alternative investments, collectibles, and real estate-and is backed by robust cybersecurity infrastructure. With more than 700 proprietary data feeds from leading custodians worldwide, Masttro sets the benchmark for innovation in wealth management technology. More than 400 leading SFOs, MFOs, RIAs, financial institutions, and professional services firms rely on the Masttro platform to serve over 10,000 end clients in 40+ countries.

Fonte: Business Wire