The Blueleaf Team

  • Billy Catherall

    Vice President, Engineering

    Billy is an IT leader with more than 20 years experience managing and running engineering teams. He has worked in various industries including Education, Finance, Recycling, and Technology. With Blueleaf he oversees the technology direction, development, and infrastructure.

  • Tim Minert

    Executive Vice President, Business Development

    A 30-year Fintech Executive helping Firms & Financial Advisors implement and adopt technology in the Investment Industry. Skilled in Team Building, Prospecting, Sales Management, Process Improvement, Client Management, Marketing, and more.

  • John Prendergast

    Founder and CEO

    John is the co-founder and CEO of Blueleaf and also serves as the Chief Product Officer. He is also an experienced entrepreneur and senior executive as well as an active startup advisor. As part of 6 founding teams, he has led the product management, marketing, and finance functions. His background in banking and wealth management has shaped the vision for Blueleaf.

  • Justin Shepard

    Director, Customer Support and Success

    Justin has a unique background in financial services with experience as a financial advisor and working with sell side asset management firms. Before coming to Blueleaf, Justin worked with a data provider helping advisors and asset management firms aggregate account information.

  • Scott Williams


    Scott started off his career as a CPA at an international firm. He has led the financial function at a number of venture backed companies — ranging from marketing tech to property management. He supports the team at Blueleaf with strategic analysis and financial discipline

Get started with Blueleaf today

See it in action