Leadership Overview
FMG has 5 executives leading key functions including financial strategy, operational efficiency, revenue growth, technological innovation, and regional business development.
Dedicated to empowering financial professionals with advanced marketing technology, FMG delivers comprehensive solutions that drive measurable growth and long-term success for RIAs and enterprises across the financial services sector.
Dedicated to empowering financial professionals with advanced marketing technology, FMG delivers comprehensive solutions that drive measurable growth and long-term success for RIAs and enterprises across the financial services sector.
Leadership Roles at FMG
Greg Kasavana - Chief Financial Officer
Greg Kasavana, the Chief Financial Officer at FMG, directs all fiscal planning and capital allocation strategies to support the expansion of the marketing technology platform. Overseeing financial reporting and risk management, the Chief Financial Officer ensures the company maintains a robust balance sheet while funding critical product development. This leadership role involves close collaboration with the board to optimize resource distribution across North American operations. By implementing rigorous budgetary controls, Greg Kasavana directly impacts the long-term financial health of the organization. Kasavana monitors market trends to identify investment opportunities that enhance the value proposition for financial advisors. Through precise fiscal oversight, the Chief Financial Officer secures the necessary capital to scale the platform, ensuring FMG remains a leader in providing high-performance marketing tools for financial professionals and enterprises seeking sustainable business growth.
Jared Card - Chief Operating Officer
Jared Card, the Chief Operating Officer at FMG, manages internal processes and organizational workflows to maximize the efficiency of the all-in-one marketing technology platform. Overseeing daily operations, the Chief Operating Officer ensures seamless integration between client-facing services and backend infrastructure. This leadership role involves streamlining cross-departmental communication to improve customer satisfaction metrics across the entire user base. By refining operational protocols, Jared Card directly impacts the scalability of the company's digital marketing solutions. Card coordinates with department heads to align internal performance with the broader mission of supporting financial advisors. Through consistent process optimization, the Chief Operating Officer drives operational excellence, ensuring that FMG delivers reliable, time-saving tools that empower financial professionals to market effectively across websites, social media, and email channels while maintaining high standards of service delivery.
Jason Walker - President, AR
Jason Walker, the President, AR at FMG, leads the strategic initiatives and regional growth efforts for the company's specialized marketing solutions. Overseeing the development of targeted programs, the President, AR ensures that the platform meets the unique requirements of financial professionals and enterprises. This leadership role involves fostering key relationships and driving adoption of the company's print and digital marketing tools. By aligning regional business objectives with the overall corporate mission, Jason Walker directly impacts the market penetration of the platform. Walker coordinates with executive leadership to refine the value proposition for specific client segments. Through focused regional management, the President, AR secures long-term success for the organization, ensuring that FMG remains the preferred partner for financial advisors seeking to improve their marketing performance and achieve measurable results in a competitive landscape.
Matt Newman - Chief Revenue Officer
Matt Newman, the Chief Revenue Officer at FMG, architects the global sales strategy and customer acquisition initiatives for the marketing technology platform. Overseeing the entire revenue lifecycle, the Chief Revenue Officer drives growth by expanding the reach of marketing solutions to RIAs and financial enterprises. This leadership role involves managing high-level partnerships and identifying new market segments to increase the company's footprint. By optimizing the sales funnel and conversion metrics, Matt Newman directly impacts the recurring revenue streams of the organization. Newman collaborates with marketing and product teams to ensure that sales efforts reflect the evolving needs of financial professionals. Through strategic market penetration, the Chief Revenue Officer secures a competitive advantage, ensuring FMG continues to provide measurable results and authentic marketing capabilities to a growing client base across diverse financial service sectors.

Shivakar Vulli - Chief Technology Officer
Shivakar Vulli, the Chief Technology Officer at FMG, directs the engineering and product development teams responsible for the company's comprehensive marketing technology platform. Overseeing the technical roadmap, the Chief Technology Officer ensures the delivery of innovative tools for websites, mobile, and email marketing. This leadership role involves maintaining high security and compliance standards essential for financial advisors. By architecting scalable cloud infrastructure, Shivakar Vulli directly impacts the performance and reliability of the platform for thousands of users. Vulli works closely with the product team to integrate new features that save time and improve marketing outcomes for financial professionals. Through continuous technological advancement, the Chief Technology Officer maintains the platform's position as a market leader, ensuring that FMG provides the most advanced, secure, and user-friendly digital marketing solutions available to the financial services industry.
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