iralogix

Peter J. de Silva

Highly experienced chairman, CEO, president, executive committee member, public and private company director and trustee for nonprofit organizations and national charitable foundations. Harvard University senior fellow in the highly acclaimed Advanced Leadership Initiative. Best-selling and award-winning author of Taking Stock 10 Life and Leadership Principles From My Seat at the Table.

30+ years of financial services experience in all facets of banking, wealth management, trading, investments, institutional asset management, asset servicing, retirement, retail and institutional brokerage, technology, client experience, and all corporate services. Recognized for the ability to drive outsized results by creating a compelling purpose and vision, building enterprise strategies, aligning resources, and executing the plan. Strong executive leadership and board credentials. A high energy, highly engaged servant leader who is committed to developing world class talent and successful organizations.

As former President of TD Ameritrade’s Retail business, Peter’s span of control was the strategic direction and support to more than 9MM retail investors with more than $650B in client assets. He led all facets of the Retail business including strategy; branches and sales; investor services; business analytics; client experience; digital, product, partnerships, and supervision & controls. de Silva led these groups through the successful integration of Scottrade Financial Services, including the conversion of $200B in Client assets and 3.9 million client accounts to TD Ameritrade following the company’s acquisition in September 2017. Peter was a member of the leadership team that sold TD Ameritrade to Charles Schwab. Peter served on TD Ameritrade’s executive team, the Senior Operating Committee, which shaped the strategic focus and direction of the organization.

Prior to joining TD Ameritrade, de Silva led the Retail and Institutional divisions for Scottrade Financial Services and served on the company’s board and executive leadership team. Before joining Scottrade in 2016, he was the president and chief operating officer of UMB Financial Corp from 2004 to 2015, and chairman and CEO of UMB Bank from 2004-2012. From 1987 to 2004, de Silva worked as an executive at Fidelity Investments, where he served in several leadership positions, including senior vice president/general manager of Fidelity Retail, and senior vice president of Fidelity Brokerage Company.

In January 2021, de Silva was appointed as a fellow (subsequently named senior fellow) in the highly acclaimed Harvard University Advanced Leadership Initiative (ALI). Peter spent eighteen months utilizing his deep leadership skills and passion for service to advance global social impact initiatives. He was elected by his cohort to serve as a member of the ALI Coalition Advisory Committee.

Peter has corporate board experience, in strategy, audit, operations, customer delivery, and risk management. de Silva is a qualified financial expert. He currently serves on the boards of IRALOGIX, Peter J. de Silva Chairman, CEO, president, director, executive committee member, national not for profit leader, Harvard University Senior Fellow, best-selling and awardwinning author, Doctor of Humane Letters Edelman Financial Engines, Infosel, Onepak, Prosper Marketplace, Inc., Fidelity Security Life Insurance and Fidelity Security Assurance Company.

de Silva currently serves on the nonprofit boards of the CMTRF Research Foundation, UMASS Dartmouth Foundation, and the Robert W. Plaster Charitable Foundation.

Peter’s prior nonprofit board service includes the National WWI Museum and Memorial, the Greater Kansas City Chamber of Commerce (board chair), the United Way of Greater Kansas City (Campaign Committee Chair, Tocqueville Society Chair), Park University, the Kansas City Symphony, the Civic Council of Greater Kansas City, the St. Louis regional Business Council, and Kansas City Public Television (KCPT). Mr. de Silva also served on the mayoral transition committee for Kansas City Mayor Sylvester James.

de Silva published his first book Taking Stock 10 Life and Leadership Principles From My Seat at the Table on March 23, 2023 to high acclaim by dominating eleven Amazon best-seller lists at its debut including in financial services, knowledge capital, and communication in management, and taking top ranking in eight other business management & leadership categories. The book also garnered top ranking on thirteen new release lists at its unveiling. Additionally, the book has received numerous literary awards including the Literary Titan Book Award, the Firebird Book Award and the 2023 Beach Book Festival Award in the business category.

de Silva currently holds FINRA Series 7 and 24 securities licenses and has passed the Securities Industry Essentials Examination.

Peter has been married to Michelle for over 33 years. Together they have two grown daughters. Peter’s hobbies include cycling, boating, history, politics, travel, fishing, reading, and leadership.

CHARLIE GAUTREAUX

Bringing over 20+ years of experience building and scaling teams and developing financial services technology within the industry, Charlie leads our technology organization.

Christine Skatchke

Christine brings a wealth of expertise and leadership capability to IRALOGIX, as well as the ability to drive operational efficiency, technology, and product management enhancements across the industry.

Her leadership abilities, organizational skills, proficiency in business analysis, and commitment to excellence are rooted in hands-on experience throughout a stellar career. Prior to joining IRALOGIX, she held senior positions at Wells Fargo, KPMG, William Mercer, and Watson Wyatt. In these positions, she helped to develop record keeping and defined benefit administration systems, resulting in cost efficiencies and greatly reduced risk. Christine is a frequent presenter at industry conferences and holds a Bachelor of Science degree from the University of Illinois.

PAMELA O’ROURKE

Pam, the visionary and founding principal behind Integrated Retirement’s consulting approach, has been an ERISA attorney influencing the retirement plan industry for more than 20 years.

Prior to joining Integrated Retirement, Pam held positions as Sr. VP of ERISA Compliance and Sr. ERISA Counsel with BISYS (now Ascensus), as well as various positions, including VP and General Counsel, at Universal Pensions, Inc. (UPI).  She has been a highly sought-after speaker at industry conferences and has designed curriculum for retirement industry certification programs for both TPAs and financial advisors as well as developed custom in-house professional development programs for a broad spectrum of financial organizations. Pam is an active board member and leadership volunteer for several nonprofit organizations.

MADISON LITTLEJOHN

Madison is devoted to supporting Integrated Retirement clients, including fulfillment of engagement requirements and delivery of content and training projects, as well as managing corporate client relationships for IRALOGIX.

She has been active in the retirement and financial services industry for more than five years. Madison began her retirement industry career working with Retirement Benefits Group, a large national RIA specializing in qualified retirement plans, as a client relationship manager. Following Retirement Benefits Group, Madison served as a customer care associate with IRALOGIX before moving into relationship management. Madison holds a B.A. degree in Business Administration with a concentration in corporate finance.

Anissa Langhorst

Anissa has been writing and consulting on retirement plans and IRAs since EGTRRA to meet the business and compliance needs of various players in the retirement plan and IRA industry.  She and her team of attorneys, writers, and instructors consult with a broad spectrum of financial institution clients regarding industry developments and business initiatives to ensure that Integrated Retirement’s solutions are tailored to fit each client’s strategic goals. She balances technical information with practical solutions in drafting content and developing customized training and eLearning curriculum. Prior to joining Integrated Retirement in 2012, Anissa grew her retirement industry career from account representative to consultant, writer, editor, and manager with Universal Pensions, Inc./BISYS/Ascensus.

JAYNE FAHLEN

Jayne has successfully spearheaded business development for Integrated Retirement for more than 12 years and has been matching solutions to clients in the retirement plan industry for over 20 years.

Prior to joining Integrated Retirement, Jayne flourished in numerous evolving roles, including client relations representative, major account coordinator, internal sales manager, sales director, and vice president of business development. She has received several sales achievement, customer service, and Excellence in Leadership awards from companies such as Ascensus (f/k/a Universal Pensions, Inc. (UPI), BISYS), RolloverSystems, Inc., Goldleaf Partners, and Millennium Trust Company.

JOE HIPSKY

Joe is an experienced leader and business builder with an affinity for driving innovation. He oversees product-market fit and corporate development initiatives

Prior to co-founding IRALOGIX, he spent more than 15 years developing growth strategies and bringing products to market for early stage technology firms as well as large financial institutions such as Merrill Lynch and Credit Suisse. Joe also sits on several advisory boards for emerging technology companies and is a contributing member of the Forbes Business Council.

PETE LITTLEJOHN

Pete has an extensive and successful background in building retirement and financial services businesses where he now leads the growth and customer service aspects of our company.

Over his 35 years, he specialized on the retirement side of the industry where he led the growth strategies for such firms as Cigna Retirement and Investments, Strong Capital Retirement, Wells Fargo Retirement and Trust as well as Waddell & Reed and Ivy Funds.  It was his observations that the retirement industry and the wealth industry were leaving the average retirement saver behind. The drive to find a better solution led Pete to co-found IRALOGIX.

LOWELL SMITH

Lowell is a nationally recognized expert on retirement financial services with proven experience in creating, leading and running innovative, technology focused organizations that changed the retirement services landscape.

Lowell’s over 37 years of experience spans working for the ERISA enforcement agency in U.S. Department of Labor’s (EBSA), creating a TPA compliance practice and overseeing, consulting on products, procedures and technology for clients of Universal Pensions, now Ascensus, conducting market research for clients of what is now Broadridge Financial, and as a founding executive was actively involved in creating the initial business and technology plans for Invesmart (now owned by The Standard) and created the first online retirement plan design tool.  Lowell is a published author and a frequent speaker at industry conferences.

Prior to the founding of IRALOGIX, Lowell founded and ran Inspira, now owned by Millennium Trust Company.