Summary
Stefan Ludlow is a seasoned technology leader and current Chief Technology Officer with 12 years of experience building and scaling technology organizations for wealth management firms. He architects integrated data platforms and enterprise Salesforce solutions, having led a firm-wide CRM rollout, built a data warehouse/lake with bi-directional integrations to 28+ platforms, and supported 1500+ advisors across 60+ offices. Stefan combines hands-on delivery—CI/CD pipelines, custom CLM and compensation engines, and an Anthropic Claude AI rollout—with rigorous security and compliance, culminating in an unqualified SOC 2 opinion. He has deep M&A experience, managing 55+ merger integrations and complex Salesforce migrations while growing a 30+ person team. Based in Philadelphia, he pairs a pragmatic, product-focused engineering approach with uncommon domain expertise in financial-services integrations and operational UX. His background ranges from founding an e-commerce business to open-source project leadership, reflecting entrepreneurial curiosity alongside enterprise execution.
12 years of coding experience
9 years of employment as a software developer
Bachelor of Arts (BA) with Honors, History, Bachelor of Arts (BA) with Honors, History at Butler University
French, Sign languages, c++