Meet The Team

CircleBlack’s leadership team has decades of experience delivering industry leading technology for the wealthtech ecosystem. We have a rich history of building strong, collaborative relationships with our clients. We believe that our success is directly tied to the success of our clients and the communities they serve. With a team of experienced and innovative leaders, we are constantly pushing the boundaries of what’s possible and delivering solutions that help our clients achieve their goals. Thank you for considering us as your partner in success.

Lincoln Ross

President and CEO

Lincoln Ross has been an innovative leader in the wealth management space for over 20 years. Prior to CircleBlack, Lincoln served as Envestnet’s Chief of Business Operations where he led several operating functions including product management, operations, client experience and communications. Prior to Envestnet, Lincoln served as CEO at FundQuest, a turnkey asset management platform, where he helped significantly grow the business and led FundQuest through the successful acquisition by Envestnet. Lincoln serves as a strategic advisor to several businesses leveraging his unique combination of strategic and operating experience.

Lincoln enjoys spending time with his wife and three children, golfing, squash and maritime adventures.

Dan Kutner Headshot

Dan Kutner

Head of Sales

Dan has extensive sales leadership and partnership experience within the financial services industry. He brings a client and partner first approach to building and managing high growth sales organizations. Prior to CircleBlack, Dan was a member of the sales leadership team at a fintech company, Human Interest, where he helped drive the revenue team through several stages of growth. Previously, Dan also helped build and lead distribution channels at Windham Capital Management and Eaton Vance.

Dan enjoys spending time with family and traveling.

Sarah Toole headshot

Sarah Toole

Partnership Manager
Sarah has almost a decade of sales + partnership experience. She brings a relationship focused approach, backed by consistent follow-up and communication to her role. Prior to CircleBlack, Sarah spent her career in the HCM industry, where she excelled in both revenue and relationships, leading the country year-over-year in the partnerships channel. She attributes her success to her ability to connect with others.

Outside of work, Sarah spends most of her time with her Bernedoodle Cody and her adorable nieces and nephew.

Experience the CircleBlack platform for yourself

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