Press release

YCharts Announces the Addition of Three Board Members

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YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers announced that James L. Fox, Estee Faranda, and Dave Welling have joined its Board of Directors. These three industry veterans will help shape the long-term growth strategy of YCharts.

James L. Fox is the current Chairman of the Board, Envestnet, Inc. and member of the boards of Ultimus Fund Solutions, LLC and Madison CF (UK) Limited. Jim was previously President and CEO of FundQuest, Inc., and President of First Data Investor Services Group. He has over 30 years of senior executive experience including additional leadership roles at The BISYS Group, Inc., GovOne Solutions, and PFPC.

Estee Faranda is the CEO of PFS Investments, Primerica’s Broker Dealer and Registered Investment Advisor. Before joining Primerica, Estee was an executive at Envestnet, responsible for all asset management products on the platform. Prior to Envestnet, Estee worked at Morningstar Investment Management. She currently serves on the board of directors of the American Securities Association (ASA).

Dave Welling is the CEO of Mercer Advisors, a full-service wealth management firm and one of the largest independent RIAs in the U.S. Prior to Mercer, Dave was a senior executive with SS&C Advent, Black Diamond, Charles Schwab, and Bain & Company.

“It was important for us to assemble a strong Board of Directors to help shape and execute on the exciting next chapter of our rapid evolution and growth. I’m thrilled to have enlisted Jim, Estee, and Dave’s coaching, mentoring, and strategic insights. Individually they are each incredibly impressive. Collectively, they will provide immense value both strategically and operationally,” said Sean Brown, President and CEO at YCharts.

“We are excited to have Jim, Estee, and Dave join the board at YCharts. Their collective experience and insights will help drive the company’s next stage of growth and positioning as a market leader in wealth management technology,” added Mitchell Hollin, Partner at LLR Partners, which acquired YCharts in October, 2020.

The three new board members will join existing board members Sean Brown (YCharts), Mitchell Hollin (LLR Partners) and Sam Ryder (LLR Partners).

About YCharts

YCharts is an investment research platform that enables smarter investments and better client communications. Built for wealth management professionals, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. For more information, visit

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