Introducing IncomeConductor
IncomeConductor® is the flagship platform of WealthConductor LLC, founded in 2017 by a team of advisors with decades of experience in the retirement marketplace. Our understanding of the day-to-day challenges financial professionals face, and what they need to succeed, led us to create IncomeConductor – the proprietary, time-segmented, online tool that empowers advisors, firms and individuals internationally to plan for retirement more simply, more accurately, and more reliably.
Win. Win. Win.
IncomeConductor® accomplishes three game-changing objectives:
It helps financial advisors redefine their value proposition as retirement income experts
It provides customized, uniquely flexible distribution strategies to their clients
It is continuously enhanced, thanks to real-world input from our community of advisors
Our core beliefs
A reliable income distribution strategy is key to securing a successful retirement
A trained financial professional armed with the right technology is critical to achieving an individual’s retirement goals
A firm must have the right distribution strategy and technology in place to grow their business
Our leadership team
Sheryl O'Connor
Founder/CEO
Sheryl O'Connor
Founder/CEO
Sheryl has spent over 25 years in the financial services industry at insurance and investment management firms, leading strategic business growth and technology innovation.
In 2006 Sheryl co-founded 3D Asset Management, an SEC-registered investment management firm that focused on providing innovative practice management solutions along with investment portfolios to fee-based advisors to help them grow their business and succeed in the wealth, retirement plan and retirement income marketplaces. She has worked closely with advisors and is passionate about helping them re-define their value proposition in ever-evolving professional and market environments.
Philip Lubinski, CFP
Founder /
Retirement Income Specialist
Philip Lubinski, CFP
Founder /
Retirement Income Specialist
Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy.
Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he helped co-found WealthConductor LLC with the intention of creating IncomeConductor, the best-in-class time-segmented income software. Phil contributes his financial planning and retirement income expertise to the software design as well as the training and case consultation services.
Tom O'Connor
Founder/ CMO
Tom O'Connor
Founder/ CMO
Tom has spent over 10 years in the financial services industry with experience across investment, technology and marketing specialties, leading strategic business growth and fintech innovation.
After serving as Chief Technology Officer for 3D Asset Management, Tom joined with Sheryl and Phil to develop the IncomeConductor system. He has worked closely with advisors, helping to draw clarity of the segmented retirement income plan strategy and incorporating that experience into the evolution of IncomeConductor.
Our board of advisors
Marc Butler
Marc Butler
Marc Butler, formerly of Bank of New York (BNY) Mellon | Albridge, is an innovative and highly respected global financial services and technology executive that has demonstrated success in driving accelerated growth in start-up and established financial technology companies, leveraging strategic, results-driven leadership to visualize a company’s potential, tackle its challenges head-on and deliver tangible results. Recognized by Forbes as one of its “next generation” CEOs, Marc excels at cultivating high-performance teams and organizational cultures by emphasizing “people first” and combining a deep understanding of business and technology to create competitive advantage. Most recently, Marc completed his tenure at BNY Mellon | Albridge where he served as Chief Operating Officer and Managing Director. Marc currently serves on the Advisory Boards of IncomeConductor, AdvisorBid.com and Entreda.
Suresh Chakravarthi
Suresh Chakravarthi
Suresh Chakravarthi brings 30 years of hands-on technology experience in Financial Services having previously served at both BNY Mellon and JP Morgan Chase with his core experience being in building client-facing B2B applications in wealth management, investment banking, broker dealer, alternate investments and asset servicing. Suresh has overseen successful build outs of global teams towards technology development and operations processing resulting in major cost arbitrage and faster time-to-market of applications and services for BNY Mellon and JP Morgan Chase. Prior to joining IncomeConductor’s advisory Board, Suresh held the role as Head of Technology and Managing Director in Asset Servicing technology at BNY Mellon.
Benjamin Lavine, CFA
Benjamin Lavine, CFA
Benjamin Lavine is a Chartered Financial Analyst® with over two decades of experience in global investment management and institutional consulting. Ben currently serves as the Chief Investment Officer of 3D Asset Management, an industry leading ETF strategist and advisory platform provider with over $800 million in total assets. Formerly, Ben served as a portfolio manager on the developed markets equity team at Batterymarch Financial Management, and as a senior executive within the funds management division at Wilshire Associates. Ben brings a broad range of investment and analysis experience in both the retail and institutional markets.
Kevin McGarry, CIMA, CRPC
Kevin McGarry, CIMA, CRPC
Kevin McGarry is a sales executive and retirement industry leader who brings a record of success and expertise in building and leading high-performing teams. Kevin formerly served as Vice President of National Sales at Nationwide Mutual Funds where he was responsible for mutual fund and ETF sales across all channels. Prior to holding this position, Kevin was the leader of the Nationwide Retirement Institute which was focused on educating advisors about the latest retirement income-planning trends. Kevin brings a deep knowledge of the retirement industry and advisory space to IncomeConductor.