Docupace Expands Executive And Management Bench

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Docupace Appoints Five Industry Professionals To Broad Range Of Roles To Bolster Growth Initiatives

Wealthtech firm Docupace announced the appointment of five new professionals to its executive and management teams across a broad range of functions: engineering, professional services, finance, IT and customer support.

David Knoch, CEO, Docupace

The firm’s CEO,David Knoch, said, “We are building Docupace to be a beacon for forward-minded back-office professionals and financial advisors to work faster, stronger and better. Adding such admirable team members to our executive and management teams just helps that beacon shine brighter.”

a beacon for back-office professionals

In a statement to WSR, Knoch explained how these appointments advance the firm’s strategic growth strategy: “Docupace’s team and technologies solve complex problems for complex clients. Our new senior leaders announced today each possesses unique experiences and knows how to deliver results that enable us to address these complexities.” 

Knoch added that the new leaders’ “collective experience in large organizations whose products and services align meaningfully with our offerings will help us deliver better results for the clients we are privileged to serve.”

New Appointees

planning and analysis

The firm appointed John Stilo as Executive Vice President, Finance and Accounting, to lead its financial planning and analysis group. Previously, Stilo held financial executive roles in several startups: Bird, Sure and Soothe, and prior to that, worked at PwC and Ernst & Young.

Sebastian Skwarek, co-founder of data gathering and client engagement solutions provider PreciseFP, which Docupace acquired in September 2021, was named Executive Vice President, Engineering & President of Docupace Europe. Skwarek is tasked with leading the firm’s engineering group through a new phase of growth and development.

With over two decades of experience, Florence Royce was named Vice President, Professional Services, to oversee the firm’s professional services and delivery functions, including onboarding, project management, business analyst engagement and client implementation. Royce previously held executive positions at Broadridge Financial Solutions, HSBC, Confluentia Group and Xtiva.

applications and infrastructure

Nouman Jan was appointed as Director, Information Technology and Site Reliability Engineering. With two decades of experience including over seven years each at Institutional Shareholder Services and MSCI, Jan brings a history of leading teams in applications deployment, as well as designing and maintaining infrastructure.

With 15 years of experience in customer support, Docupace appointed Debbie Miller as Manager, Customer Care Support, with the goal of transforming the firm’s support organization. Miller most recently spent almost seven years in management roles in client experience at Envestnet.

A Growth-Focused Leadership Enhancement Strategy

Docupace appointed several new executives since its acquisition by FTV Capital in April 2020, including Knoch, who took the reins of the firm at the same time, Michael Vossler as Chief Revenue Officer in April 2021, Kevin Armstrong as General Counsel and Chief Legal Officer in October 2020 and Ryan George as Chief Marketing Officer in September 2020.

Knoch explained that the firm aimed at growth-focused expertise as it strengthened its executive team. “Through this expansion and rationalization of our executive and management team, we have more than doubled our financial services industry experience and nearly doubled our diversity.”

Knoch adds that many new executives and managers were formerly firm clients, “which puts us in a unique position to understand the evolving needs of our clients.”


Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com

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