/People

John Prendergast

Founder

Founder at Blueleaf

Sudbury, Massachusetts, United States

FoundedBlueleaf

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About

John Prendergast is CEO, Co-Founder, and Chief Product Officer of Blueleaf Wealth, a company that provides a wealth management platform offering reporting, billing, rebalancing, practice management, and client communication tools for financial advisors. He hosts The Augmented Advisor podcast. His prior experience includes work as a financial advisor, investment banker, and restaurant owner, along with the founding of several startups.

Founder at Blueleaf

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Co-founders at Blueleaf

CT
Christopher Thorpe

Experience

  1. Blueleaf WealthCEO, Co-Founder & Chief Product Officercurrent2012 — present
  2. The Augmented AdvisorHostcurrent2021 — presentBoston, Massachusetts, United States
  3. ChannelIQBoard Member2014 — 2016
  4. ImpulseSaveAdvisor2011 — 2014Cambridge, Ma
  5. WiredTigerAdvisor2010 — 2014Greater Boston Area
  6. Lean Startup Circle BostonOrganizer2009 — 2013
  7. PerkStreet FinancialAdvisor2011 — 2013Greater Boston
  8. BISON AlternativesAdvisor2012 — 2013Greater Boston Area
  9. Value Media, Inc.Founder and CEO2009 — 2012Cambridge, MA
  10. onefortyBoard Member2009 — 2011
  11. Karmana ConsultingPartner2008 — 2010
  12. Jefferies & CompanyLed Infrastructure and Technical Software Banking2005 — 2008
  13. Houlihan Lokey Howard & ZukinM&A Banking and Valuation2003 — 2005
  14. AuthentifyLed Product Management2001 — 2002
  15. VeritelLed Product Marketing2000 — 2001
  16. iFlourish.comVP Customer Experience1999 — 2000
  17. Dunkin' BrandsBusiness Consultant1997 — 1999
  18. VariousVarious Entrepreneurial and General Management1991 — 1997

Skills & more

Leadership2Negotiation2Management11Strategy54Customer Experience8Media Relations6Banking5Personal Finance2FinTech2Executive Coaching2User Experience (UX)2Customer Communication
+12 moreSoftware DevelopmentSocial Media MarketingDigital MediaMergersValuationProduct MarketingFinancial ModelingStart-upsEntrepreneurshipMarketing StrategyCorporate FinanceNew Business Development

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Frequently asked questions

Who is John Prendergast?
John Prendergast is CEO, Co-Founder, and Chief Product Officer of Blueleaf Wealth, a company that provides a wealth management platform offering reporting, billing, rebalancing, practice management, and client communication tools for financial advisors. He hosts The Augmented Advisor podcast. His prior experience includes work as a financial advisor, investment banker, and restaurant owner, along with the founding of several startups.
Where does John Prendergast work?
John Prendergast is Founder of Blueleaf.
What companies did John Prendergast found?
John Prendergast founded Blueleaf.
Where did John Prendergast go to school?
John Prendergast studied at Northwestern University - Kellogg School of Management (MBA, Finance); Boston College (BA, Economics and Computer Science); University of Massachusetts Amherst.

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