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ADVISORY BOARD

R. JARRETT LILIEN
Member

Mr. Lilien has 28 years experience in financial services, running both retail and institutional businesses, in brokerage and banking, online and off. He has participated as an operator in deals totaling well over $3 billion. In addition to leading negotiations and deal structures, he has had direct responsibility for post-deal integrations and platform conversions.

Mr. Lilien is a Principal of Bendigo Partners, LLC which he founded in 2008 and where he has served as Managing Partner since that time, leading a team of highly experienced executives to invest in scalable businesses ranging from early stage venture to larger established companies.

Mr. Lilien was the Founder and Chief Executive Officer of TIR Securities which was subsequently sold to E*TRADE Financial. Mr. Lilien co-founded TIR Holdings Limited and served as its Chief Executive Officer for 10 years.

He served in various capacities with E*TRADE Financial Corporation from 1999 to April 2008, including as President and Chief Operating Officer from March 2003 to April 2008; in this capacity, he was responsible for building the premier online financial services franchise and delivering five record years of customer growth and earnings. He served as Acting Chief Executive Officer at E*TRADE from November 2007 to March 2008 and steered it and its customers through the beginnings of the financial crisis and laid the foundation for E*TRADE’s recovery. Mr. Lilien served as the Chief Brokerage Officer at E-trade Securities LLC, and as Chief Brokerage Officer he took E*TRADE Financial from losses to sustained profitability.

Mr. Lilien sits on multiple boards including Tradier, Inc., Kobren Insight Management Inc., Howard Capital Management, Inc., WisdomTree Investments, Inc., The Barton Group, and HazelTree Fund Services, LLC. Since April 2015, he has been a Director of Investment Technology Group Inc. (ITG) where he served as interim CEO. Mr. Lilien is an Advisory Board member at OneWire Inc. and serves on the Board of Trustees for the Baryshnikov Arts Center. He also sits on the Boards of WFUV Radio, Stereo Scope, Inc., and The Jazz Foundation of America, for which he serves as President. Mr. Lilien’s past board seats have included E*TRADE Group, IL&FS Investsmart, SBI Securities, Strike, and Archipelago.

He previously served as Chairman of the Board for Kapitall, Inc. and was a Director of HSBC InvestDirect (India) Ltd and E*trade Australia Limited. Mr. Lilien holds a Bachelor of Arts degree in Economics from the University of Vermont.