Who We Are
Docupace is a technology company built for the financial services and wealth management industry. For over 20 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.
We are based in Los Angeles, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
What We Do
By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.
Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.
We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.
In May 2021, Docupace acquired jaccomo, the industry’s premier compliance, data integration, financial reporting, and advisor compensation accounting system. By combining jaccomo’s data-centric capabilities with the Docupace Platform’s powerful automation, workflow, and digital processing tools, we create a centralized source for execution excellence across wealth management.
Further bolstering Docupace’s capabilities, we acquired PreciseFP, an award-winning data gathering and client engagement solution in September 2021. This platform provides a fast, easy, and secure data gathering experience for advisors. Automating the data-gathering process and integrating it with CRM and financial planning tools drastically reduces the cost of building a financial plan.
Christina Cavalli serves as Vice President and Chief Human Resource Officer at Docupace.
Christina leads Human Capital Strategy at Docupace reinforcing strong company culture in talent acquisitions, employee experience, and engagement programs and implementing reward and talent management strategies that support Docupace’s continued growth, innovation, and achievement of business goals and objectives.
With more than 20 years of experience in Human Capital Management, Christina has been driven to serve employees and leaders alike, helping them think through changes, working with them to move their business forward with a strong sense of collaboration, strategic vision, and alignment. She believes in continually challenging conventions to find alternatives that may work better, reach farther, and drive more success.
Before joining Docupace in 2016, Christina led Human Resources for seven years at the XPRIZE Foundation, where she was responsible for all aspects of Human Resources, including creating programs and practices that elevated the employee experience. Christina’s earlier career focused on recruitment and talent acquisitions, where she worked closely with Executives and Management to build out and solve unique staffing solutions at 20th Century Fox, Ultimate Staffing, and Kforce.
Christina is an active member of the Society of Human Resource Management and has achieved designation as a Senior Certified Professional (SHRM-SCP) as well as her certification as a Senior Professional in Human Resources (SPHR) through the Human Resource Certification Institute. Christina holds a BA degree in Sociology from Sonoma State University and her Certificate in HR Management from UCLA Extension.
With over 20 years in advanced technology, Judie’s experience spans Human Resources, Legal and Admin, to currently serving as Vice President of Operations at Docupace.
Judie has supported executive teams through a variety of growth cycles, from early-stage startups to publicly traded international companies. Prior to joining Docupace, she served as VP of Corporate Services for a global digital media technology company. It was there that, in partnership with the executive team, she designed an acquisition strategy that led to the purchase of a division of a multi-billion dollar, publicly-traded company.
Judie believes that a deep understanding of the products and business is critical to identifying efficiencies throughout the organization and thrives on working with cross-functional teams to implement the best solutions.
Judie holds a BA in Communications from the University of Southern California.
Ryan George is the Chief Marketing Officer at Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. He serves as the company’s “chief diplomat” evangelizing the company’s people, solutions and brand across the financial services/wealth management industry. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives.
Ryan has spent all of his two-decade career within the financial advice and investment space, previously serving many as Assistant Vice President of Marketing and Communications at 1st Global, where he was responsible for executing growth, sales, and marketing strategies and leading his team in promoting the 1st Global brand. He has also held marketing leadership positions at specialized asset managers – GuideStone Capital Management, based in Dallas, and U.S. Global Investors in San Antonio.
George actively engages in leadership roles in both the financial services and marketing communications communities, and his leadership earned him the honor of inclusion in the ThinkAdvisor LUMINARIES Class of 2022 (Finalist) and Chief Marketing Officer of the Year (Finalist) in 2019 from WealthManagement.com. He’s previously served as chair of the Financial Services Institute’s Marketing, Growth, and Development Council, comprised of high-level sales, marketing, and business development executives from across the industry. George is also a member of the Forbes Communications Council, an invitation-only, fee-based organization of senior-level communications and public relations executives, the CMO Council and the CMO Club.
Ryan, a graduate from the University of Texas at Austin, is passionate about the power of sound financial planning and the pursuit of a purpose-driven career. He enjoys connecting the work others do with how it serves to meet the needs of others daily.
David Knoch is an accomplished leader and financial services executive with more than 20 years of experience in the financial advice industry.
David most recently served as president of 1st Global, a premier research and consulting partner to select CPA, wealth management and tax planning firms. David set the strategic direction for the company, was the architect of its award-winning culture and drove revenues to nearly $200 million during his 11 years as president. His tenure ended with the $180 million sale of the firm to an industry peer in 2019.
David’s purpose is to challenge others to create and lead purposeful lives; and he leads by example. He has previously provided expert testimony before Congress, been featured in the Wall Street Journal and has been voted one of the 25 most influential people in the Investment Advisory industry two years in a row, for 2018 and 2019. David was also recognized as one of the Class of 2021 LUMINARIES for Executive Leadership, a program which shines a spotlight on how the top-performing industry participants are producing meaningful results in the areas that matter most to advisors, rather than emphasizing asset levels, rankings, or the latest industry buzz.
David currently serves as the Immediate Past Chair of the Financial Services Institute (FSI) Board of Directors. David also serves as Chair of the North Texas Chapter of the Young Presidents Organization (YPO). David serves on the advisory board of the Dallas Chapter of Conscious Capitalism. He earned his Bachelor of Arts degree in political science from the University of Massachusetts Amherst and is a Certified Investment Management Analyst℠ professional.
Robert McGill is the President, Compliance and Compensation at Docupace. Robert has over 40 years of experience in the Financial Services industry, most recently at jaccomo where he was the Founder and President from 2000-2021. At jaccomo, Robert built and marketed jCore to the retail financial services industry. Acquired by Docupace in May 2021, jaccomo brought its expertise in compliance, data integration, advisor compensation, and financial reporting into Docupace’s back office automation and workflow platform.
Before founding jaccomo, Robert was with Accenture, Management Consulting Practice from 1982 to 1999, moving from Staff Analyst to Associate Partner with a focus in Just in Time manufacturing practice, electronics and high tech, sap implementation, and consumer packaged goods strategy.
Robert was born in New York and grew up in Connecticut. He is the proud father of two and is a competitive triathlete and avid skier. He currently lives in Long Branch, New Jersey.
Liz Pavlik is the Senior Vice President of Strategic Initiatives at Docupace.
Liz joined Docupace in 2014, bringing over 15 years of experience of Insurance and Securities to the team. Hired as the Director of PMO, she was instrumental in establishing the company’s PMO best practices and methodologies. As SVP of Strategic Initiatives, Liz is now primarily focused on Product Innovation in Client Onboarding and the new account opening process, as well as contributing to the overall growth and strategy of the Docupace Platform.
Liz began her technical career as a developer at New York Life’s AARP division in Tampa, FL. Over her tenure at NYL, she held roles such as Senior Developer, Senior Project Manager, and Director of Data Warehousing/Business Intelligence. Liz joined National Life in 2006 as the Director of Technology for their broker-dealer, Equity Services Incorporated. Under Liz’s leadership, ESI transformed its operational landscape by implementing a comprehensive platform consisting of commission processing, back-office books and records, consolidated statements, and reporting, as well as Client Onboarding and Document Management.
Liz’s depth of experience from a business perspective, as well as her technical background, bring a unique and invaluable expertise to both Clients and Docupace team members alike.
Born and raised in the Soviet Union, Mr. Pinsker immigrated to the United States in 1991, where he used his talent to earn a degree in Computer Science and Engineering from UCLA.
Mr. Pinsker started his career in Information Technology (“IT”) more than 28 years ago with Datamax Technologies, an early software pioneer in an IT field labeled “Document Imaging and Workflow Management.” Michael remains even today the preeminent software expert in that field.
Subsequent to the work at Datamax, Mr. Pinsker spent additional time with both Unisys and Paramount Pictures, broadening his understanding of how F-500 companies are organized while continuing to develop innovative software. These prior business experiences prompted Michael to start MPDN International, a consulting company in 1997 that specialized in complex enterprise-grade implementations of workflow and imaging systems for insurance companies and government agencies.
In 2002 Mr. Pinsker founded Docupace Technologies with the goal of bringing a SaaS transaction management platform to the market. As a founder CEO, Mr. Pinsker focused Docupace on the needs of the Financial Services Industry. He led the company through a significant growth period from 2002 to 2020, including successful completion of several financing transactions and a management buyout, until assuming the role of Founder and President and Board Member. Mr. Pinsker works closely with the executive team and the board to lead the company’s technology, partnership, and strategic initiatives as well as works hand in hand with the CEO to advance the growth objectives of the business.
In addition to over 30 years of experience in technology and business, 16 years of experience in Financial Services, Mr. Pinsker enhanced his knowledge in cybersecurity and holds certifications from American Board of Certification in Homeland Security in Sensitive Security Information (SII/DHS), Certified Information Assurance (CIA/DHS) and Cyber Warfare (CW TTPs/DHS).
Sebastian Skwarek serves as EVP of Engineering at Docupace and President of Docupace Europe.
Sebastian, a co-founder of the award-winning solution PreciseFP joined Docupace upon its acquisition of PreciseFP in 2021. Starting his IT career over 25 years ago as a consultant in various sectors such as Financial, Insurance, and Government, Sebastian quickly moved on to become an innovative entrepreneur, establishing multiple successful consulting firms, products, and solutions globally.
Sebastian was born in Poland, educated in Canada, then spent the first half of his career in the United States. Sebastian returned to Poland to better acquaint himself with the IT talent there. Upon discovering the vast, untapped talented resources available, he decided to stay and ultimately established a multimillion-dollar consulting firm servicing the insurance and banking industry.
Sebastian brings to Docupace a leadership focus on sustaining and evolving the culture, establishing priorities, and building operational behaviors and habits within Engineering. His unique life and career path have perfectly prepared him with a wealth of knowledge, connections, and expertise to do so.
Richard Thoeny serves as the Vice President of Product Management and Product Development.
He is a visionary executive leader with a proven record of achievement demonstrated by progressively responsible positions in financial services operations and technology, business development and product management.
Richard’s career spans 30+ years all within financial services either running and managing brokerage and clearing firms or developing product for financial services. Prior to joining Docupace as Vice President of Product Management in 2014, Richard held positions including SVP of Product Management at Fetter Logic, the custom development arm catering to Fidelity Investments; SVP of Operations for Axos Clearing, a correspondent clearing firm servicing more than 80 broker-dealers; VP of Product Management with Talisys Software Systems, an enterprise brokerage software development company where he was the director of five divisions, executive board member and founding member of both the product and technical vision strategy groups.
Before joining Talisys, Richard co-founded HybridTrading, a premier financial services firm specializing in both discount brokerage and advisory services. Richard has extensive industry and technical experience beginning his career at Microsoft in 1991 then joining Bidwell & Company, a self-clearing national broker-dealer, in 1994 where he held many positions during his tenure until becoming VP of Operations.
Richard graduated from Gonzaga University with a B.A. in Finance, was an equities and options trader and held FINRA licenses 4, 6, 7, 24, and 63 and currently holds Department of Homeland Security cyber security certifications CIA, CW TTP’s 1 and SSI.
Michael Vossler is the Chief Revenue Officer at Docupace. Michael is an incredibly accomplished sales leader, widely respected throughout the financial services industry, who has served in executive roles at SunGard (now FIS), Lumesis, and AST Financial.
In his nearly two decades at SunGard Capital Markets (now FIS), Michael achieved substantial success, first leading professional services teams in Frankfurt, London, and the Americas. He then transitioned to SunGard’s sales organization, where he ended his tenure as senior vice president and managing director for the Americas, heading the North American and Latin America markets. He then joined an early-stage Lumesis, Inc. to build the sales infrastructure, and team, to expand the suite of SaaS solutions serving the wealth management sector. Most recently, Michael was the executive vice president for AST Financial, where he restructured the U.S. sales organization, implemented a new go-to-market strategy, and helped transform the company to a technology-led professional services model with the launch of a SaaS and data platform.
Leon Weiss is the Chief Financial Officer at Docupace. Leon is a growth-focused finance leader who enjoys building systems, teams, and processes that produce meaningful results.
His accomplished 20+ year career includes financial services companies with a mix of enterprise and SaaS relationships, along with significant experience across several innovative technology companies like Nitrogen, Intel Corporation, XOi Technologies, and Inland Business Systems. During his time at Nitrogen, he played a significant role in the company’s 2021 sale to Hg Capital.
Leon holds a Bachelor of Science in finance from the University of Arizona, is a Certified Management Accountant (CMA), and was awarded the 2021 CFO of the Year by the Sacramento Business Journal.
Gregory Wilson is a United States Air Force veteran and the Chief Information Security Officer (CISO) at Docupace.
Prior to joining Docupace, Wilson served as the Chief Information Security Officer at Pioneer Natural Resources and was the Head of Information Security at 1st Global. Wilson led the IT Compliance and Security function at TPG Capital and the IT Compliance and Security group at Lehigh Hanson.
Wilson serves as an Advisor for Menlo Ventures, YL and Vation Ventures and on EveryIncome, LLC corporate Advisory Boards and Dallas Innovation Advisory Council. Wilson also serves on several professional and community boards, including Dallas CISO Executive Committee and SecureWorld Dallas.
Wilson graduated cum laude with a Bachelor’s degree in Public Administration from the University of Nebraska and a Master’s degree in Economics from the University of Oklahoma. Wilson holds a certificate from the Harvard Kennedy School cyber security executive program and holds the CISSP, CISM, CGEIT, CDPSE, PSM and PMP certifications as well as his Series 7, 24 and 66.
Mike Zebrowski is the Chief Operating Officer at Docupace. He oversees the teams in product, delivery, relationship management, support, training, transitions, and legal.
Mike has a proven record of creating optimal corporate culture, achieving record performance, improving client retention and employee satisfaction, exceeding aggressive business objectives, and consistent ideation and implementation of innovative solutions.
Mike’s accomplished career in the advice and investment industry includes tenures at MassMutual, TD Bank and a decade as Chief Operating Officer at eMoney – working alongside the company’s founder, Edmond Walters. In addition, he co-founded Advisor Innovation Labs (A.I. Labs) with Docupace Board Chair, Lori Hardwick, which along with one if it’s clients won the 2022 Wealthy Award for “Innovative Client Solution. AI Labs was purchased by Envestnet to further its UI/UX and integration capabilities. He is an advisory board member for Tolerisk and is currently engaged in F2 Strategy’s Executive in Residence program.