Leadership Levels Up: Anchorage Welcomes Ex-Salesforce and Ex-Addepar Execs to Expand Financial Services Business and Accelerate Pipeline Growth

Diogo Mónica and Nathan McCauley

At Anchorage, we have been fortunate to find continuous growth during what has been a turbulent time for companies the world over. Contributing to our forward momentum is the recent addition of two new chairs at our (virtual, for the time-being) executive leadership table: one for Julie Veltman, CFA, Head of Finance, and one for Geoff Clauss, Head of Sales — two respected leaders from the worlds of tech and finance.

Julie Veltman, CFA, brings with her extensive experience in financial leadership, building high performing teams and driving innovation. With deep expertise in the worlds of technology and traditional finance, Julie is uniquely equipped to help grow Anchorage’s rapidly expanding suite of financial services for the digital asset space.

“The global financial crisis of 2008 highlighted weaknesses in the traditional global financial system, yet the top 5 US banks continue to control over half of the industry’s assets. As issues like access to banking and lack of trust in big institutions continue to proliferate, it feels very conceivable that blockchain technology will be a significant part of a newly transformed financial system.”

-Julie Veltman, CFA

Realizing the future of finance will take pioneers not just in tech and regulatory spaces, but also in the realm of financial systems and instruments. A visionary leader who was instrumental in issuing new asset-backed securitizations for Merrill Lynch’s Structured Product Capital Markets group, as well as building out a broker-dealer, debt issuance platform, and fixed income trading business for Cohen & Company, Julie spent the last five years with Salesforce, enabling durable business growth by driving financial planning, reporting, and efficiency at the helm of their Infrastructure Finance and Strategy team.

On the sales side of the organization, Geoff Clauss brings more than two decades of experience in private equity, wealth management, and fintech to his role at the helm of the Anchorage sales team, targeting exponential growth in the months ahead.

“Traditional Institutional investors are really only beginning to dabble in crypto, and the opportunity is massive,” says Clauss. “As the digital asset class claims its rightful place in the investment portfolios of endowments, foundations, pensions, and sovereign funds, Anchorage will be a requirement. Even more exciting is Anchorage’s continued growth and expanding suite of product offerings.”

A well-respected leader in the financial industry, Geoff is known among his peers for his laser focus on making customers successful. Before joining Anchorage, Geoff spent 7 years overseeing sales at Addepar, during which time their number of clients and revenue grew 10x and 35x respectively. Geoff began his career in tech with Advent (now SS&C), where he spent 15 years building trading networks, selling, and managing sales. During his time with Advent, he also contributed to an important strategic acquisition, opening the company up to the wealth management space.

With the addition of Julie and Geoff to our executive roster, Anchorage builds on an already strong team of technological and regulatory trailblazers, plotting the way forward for the digital asset space. Please, join us in welcoming Julie and Geoff to the Anchorage team.

Disclaimer: Services are offered through Anchorage Trust Company, a South Dakota chartered trust company, and Anchorage Hold, LLC, a Delaware limited liability company. Anchorage Trust Company and Anchorage Hold are not registered with the SEC or any state securities authority. Services are not yet offered to residents of New York. Anchorage Trust Company does not engage in the offer, sale or trading of digital assets. Anchorage Hold does not engage in the offer, sale or trading of securities. Anchorage Trust Company and Anchorage Hold do not provide legal, tax, or investment advice. Services are provided only to clients that meet specified standards of sophistication and have entered into the applicable custody or trading agreements. Anchorage Trust Company and Anchorage Hold are wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation headquartered in San Francisco, California.

Holdings of cryptocurrencies and other digital assets are speculative and involve a substantial degree of risk, including the risk of complete loss. There can be no assurance that any cryptocurrency, token, coin, or other crypto asset will be viable, liquid, or solvent. Nothing in this communication is intended to imply that any asset held in custody by Anchorage is low-risk or risk-free. Anchorage does not provide investment, legal, or tax advice.