Matthew Judge is responsible for Wealth Management Solutions for independent Registered Investment Advisors on the TD Ameritrade Institutional platform. This includes responsibility for TD Ameritrade Institutional's Managed Solutions programs, cash management, retirement plans, research and Estate Planning relationships.
Joining the Company in 1996, Judge has served in various roles within Brokerage Services and Customer Service. For the past several years, he served as a Director in the Product & Strategy group focusing on products and services to help RIAs enhance their practices. Judge also works with the Advisor Panel, a group of select RIA clients that provide feedback and input on TD Ameritrade Institutional's platform for advisors.
He received a B.A. from Clemson University and holds Series 7, 10, 63 and 65 Securities Licenses. Judge is also completing the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.
Scott Egner is responsible for business development of TD Ameritrade Institutional’s Managed Account Solutions in the marketplace.
Prior to joining TD Ameritrade in 2010, Egner spent more than 22 years in the financial services industry, most recently leading Placemark Investments North American Sales team in promoting unified managed accounts within the wirehouse/regional, independent broker dealers and RIA marketplaces. He has spent the past 17 years in a variety of wholesale distribution roles with asset management firms.
He graduated from Lake Forest College with a double major in business and psychology and received his M.B.A. from the Kellogg School of Management.