I’m Jeff Rusin, co-founder and CMO of Advisor Tech Partners LLC, where I focus on helping financial advisors optimize their businesses. My journey started in Massachusetts at Wilbraham & Monson Academy, a place that taught me resourcefulness and the importance of thinking outside the box. At 15, I worked at a retirement home, connecting with residents in meaningful ways, which taught me empathy and the value of truly knowing my audience.

​

After high school, I earned a business degree from Whittier College, where mentors like Dr. Gary Gold and Professor Rik Ichiho inspired my drive and work ethic. My career in advisor tech began at a firm in Massachusetts, where I became an expert in CRM tools like Redtail and Wealthbox, along with email marketing and Facebook strategies tailored for RIAs.

​

As a lifelong Nickelback fan, I embrace a simple black T-shirt style, inspired by the band, and even got the chance to join them on stage in 2017. Outside of work, I’m a Boston Celtics fan, and I enjoy hiking, lifting weights, and watching shows like Friends and Breaking Bad. My mix of tech expertise, marketing skills, and personal interests fuel my passion to make a lasting impact in the financial advisory community.