About
WealthTech on Deck is a weekly 30-minute podcast that explores the intersection of digital and human financial advice through frank and friendly conversations with a diverse roster of thinkers, doers and leaders.
Launched in March 2021, WealthTech on Deck episodes have attracted more than 18,000 listeners and 40,000 downloads.
Our audience is comprised of C-suite leaders, financial advisors, asset managers and platform builders. They share a curiosity about strategies for and challenges of digitally-enabled, human-supported financial advice – all in the spirit of improving financial outcomes for all.
Host
Jack Sharry
Jack has been an “influencer” long before Instagram and TikTok.
Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive, and firms thrive.
Jack is EVP and Chief Growth Officer at LifeYield, a technology company with comprehensive solutions that implement and coordinate tax-efficient investing and tax-smart retirement income planning, including optimizing Social Security benefits.
Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. He contributes to numerous industry boards, publications, and organizations, where he advocates for practices and technology that advances:
- Wider access to financial advice through the convergence of wealth management and workplace benefits.
- Better investor outcomes through comprehensive, household-level financial planning and wealth management.
- Individual retirement security through tax-efficient decumulation planning, Social Security optimization, and annuities.
Jack hosts one of the industry’s most popular podcasts, WealthTech on Deck, attracting over 18,000 listeners and 40,000 downloads. He writes for Advisorpedia, Financial Advisor and InvestmentNews, and is author of the book Authentic and Ethical Persuasion.
Jack is an active volunteer, mentor, and board member, serving as president of the Hale Education board in suburban Boston and as a guest lecturer at Babson College.
Executive Producer
Matt Nollman
A digital marketing native, Matt relentlessly uses marketing strategy, content creation, and social media to build relationships and create growth opportunities for LifeYield and its customers.
Matt joined LifeYield from prior digital marketing roles at Putnam Investments, Salary.com, CA Technologies, and other prominent tech companies. He holds a BBA in marketing from UMass Amherst, where he graduated cum laude.
Matt is engaged to a nurse and true hero, a proud Boston sports fan, an avid soccer player and coach, and a dog dad to an adorable puppy named Maui.
Connect with Matt on LinkedIn for his perspective on digital marketing, fintech, wealth creation for millennials, and more.
Associate Producer
Alyson Dorosky
Alyson joined the LifeYield team in 2017, where she discovered her passion for the industry along with a love for all things Social Security.
Prior to joining LifeYield, Alyson held leadership positions at major retail chains following her time working for the Walt Disney Company. She holds a BBA in Management from Ramapo College of New Jersey.
Alyson and her husband, Ryan, live in Virginia with their two children, Lilah and Walker, and cat, Louie.
Connect with Alyson on LinkedIn for the latest on Social Security and WealthTech on Deck news.