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Our Mission

Chalice Wealth Partners is an exclusive membership organization dedicated to empowering today’s leading independent wealth advisors. We are committed to providing our members with preferred access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies they need to succeed.

Chalice Wealth Partners members gain access to a broad array of end-to-end FinTech products and services vetted and aggregated by industry veterans – but more importantly our members have a choice of financial technology solutions to leverage, based on what’s important to their advisory business and their clients. The Chalice Wealth Partners ecosystem also provides unique peer-to-peer networking and collaboration opportunities – creating a forum for sharing ideas and best practices to help strengthen members collectively.

“We Don’t Just Talk the Talk—We Walk the Walk”

Wealth Advisor
Julie Shannon,

Operating Principles
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Open, Honest, and Frequent Communication

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Build Trust Through Transparency

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Meet the Chalice Team
Keith Gregg - Founder | Chairman & CEO | Director

Keith Gregg
Founder | Chairman & CEO | Director
Keith has three decades of executive leadership and financial services experience. He is Chairman and CEO of Chalice Wealth Partners, a San Diego-based Wealth Tech member benefit organization for independent wealth advisors that delivers a fully integrated suite of technology tools, products, and services through a single sign on shared services technology platform.

Prior to founding Chalice Wealth Partners, he was President and CEO at Innovation Equity Partners, Capital Guardian Securities and First Allied Securities. Keith also served as the Senior Executive, National Sales Director of Wachovia Securities Financial Network (FINET, which was previously known as First Union Securities) where he was recruited to launch the first wirehouse independent broker dealer and Independent Business Owner network in 2002. While at FINET he led the company in recruiting in excess of 550 wirehouse advisors and generating $330 million in revenue in just under five years. Mr. Gregg is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts, and is a certified planned giving specialist. Keith holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. He is the former Chairman of the Wealth Advisor Institute and membership committee for the Investment Management Consulting Association.

Mr. Gregg served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal duty while aboard Marine One.

Anthony Nanula - Founder | President | Director

Anthony Nanula
Founder | President | Director
Anthony brings exceptional business management and entrepreneurial acumen to Chalice Wealth Partners. Prior to founding Chalice Wealth Partners and Niagara International Capital, Anthony co-founded Essex Homes of WNY, Inc. and American Coastal Properties, a Southern California-based luxury real estate development company. He also assisted Wilson Farms, a subsidiary of Tops Friendly Markets, in a successful leveraged buyout. The company operated approximately 200 convenience stores before being sold to 7-Eleven in 2011.

In 1994, at age 28, Anthony was elected to the New York State Senate and subsequently re-elected in 1996 and 1998. Widely respected for his strengths in fiscal policy, Anthony was also elected Comptroller for the City of Buffalo in 1999. In 2002, he was appointed Deputy Comptroller for the State of New York.

Anthony is a member of Gen Next, a group dedicated to helping future generations in the areas of education, economic opportunity, and global security. He is a former member of the Clinton Global Initiative. A native of Niagara Falls, New York,

Anthony graduated from Syracuse University in 1988 with dual degrees in Marketing, and Transportation and Distribution (Supply Chain) Management.

Derek Bruton - Chief Operating Officer | Director

Derek Bruton
Chief Operating Officer | Director
Derek Bruton is a Managing Partner and the Chief Operating Officer of Chalice Wealth Partners. He also serves as the President of Chalice Wealth Advisors (RIA) and Chalice Capital Management (Broker/Dealer). Derek brings a unique combination of RIA, RIA custodian, and B/D experience to the advisors he serves at CWP.
A proven strategic and sales leader in the financial services industry for 28 years, Derek has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial. He has led the recruiting of over 10,000 financial advisors in his career and has assisted with the strategy and growth of over 20,000 advisor businesses.
Derek graduated from Stanford University and has completed executive business management coursework at Harvard University. He lives in San Diego, CA with his wife, Helen, and their two girls. Derek played collegiate basketball for Stanford and professional basketball in Japan. He has FINRA licenses 7,8, 24, and 63. He serves on the board of directors of the Invest in Others Charitable Foundation and is involved in other philanthropic efforts in the San Diego community.

Christopher Giles - Chief Information Officer

Christopher Giles
Chief Information Officer
Christopher brings experience and talents that range from technology strategy and development to operations to relationship management to Chalice Wealth Partners. Christopher has spent over 20 years at LPL Financial and Ameriprise in various technology and management roles. At LPL, he created a product management organization focused on conceptualization, construction, and commercialization of key advisor-facing technology capability domains with a particular focus on integrated business processes.

Stephanie Holly - Chief Financial Officer

Stephanie Holly
Chief Financial Officer
Stephanie brings over 12 years of corporate finance experience within financial services and B2B service businesses to Chalice Wealth Partners. She helped influence high profile initiatives from a finance perspective for LPL Financial and built out a shared services organization for a middle-market Private Equity firm that added immense value to the portfolio companies. Stephanie is a dynamic leader and passionate about providing thought leadership and financial analysis to drive bottom-line results.

Board of Directors
Gavin James - Investor | Director

Gavin James
Investor | Director
Gavin has worked as a portfolio manager, executive, and leader during his illustrious
35-year career in investment management. He served as the Chief Executive Officer, President, and Executive Director of Western Asset Mortgage Capital Corporation, a publicly traded REIT, until June 2016. Gavin also served as Director of Global Client Services and Portfolio Management at Western Asset Management Company and Vice President of Western Asset Funds in its fund complex. Earlier in his career, he was a Chartered Accountant with Arthur Young.

Prior to joining Western Asset, Gavin spent eight years as a portfolio manager at JP Morgan Investment Management. He began his career managing portfolios at Mellon Bank London and Drexel Burnham Lambert in the 1980s and also worked as a Chartered Accountant at Arthur Young.

Gavin earned a BA from Kingston University in London.

Aaron Schumm - Director

Aaron Schumm
Aaron is an accomplished entrepreneur and leader with a proven ability to design and build scalable business solutions and strategies across multiple industry channels. He is the Founder and CEO of Vestwell, an innovative technology platform built to help advisors sell, manage and grow their retirement plan business. Prior to founding Vestwell, Aaron co-founded FolioDynamix, an industry-leading wealth management technology platform. He sold the company to Actua in 2014.

Aaron has more than 15 years of FinTech, FinServ and wealth management experience. As a Vice President at Citigroup, Aaron served on the product team that led the Asset Manager Solutions (AMS) global strategy efforts. He has also worked with investment managers, hedge funds and broker/dealers in automating back-office operations in the areas of trade communications, reconciliation and data collection. His role at Northern Trust Company gave him experience in the investment management performance and pension plan analysis fields.

Aaron received an MBA from Duke University, Fuqua School of Business, and a BS in Finance from the University of Illinois.

Keith Gregg - Founder | Chairman & CEO | Director

Keith Gregg
Founder | Chairman & CEO | Director

Anthony Nanula - Founder | President | Director

Anthony Nanula
Founder | President | Director

Derek Bruton - Chief Operating Officer | Director

Derek Bruton
Chief Operating Officer | Director

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Chalice Financial Network™ is a thriving peer-to-peer community of like-minded independent wealth advisors where The Strength of WE Empowers a Network of ME™.

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