IPX Team

Aaron Bradford

Chief Technology Officer

Aaron Bradford has over 20 years of fintech experience managing all technology functions within the financial services industry.

Prior to joining IPX Retirement, Aaron was most recently Senior Vice President of Technology at Vertical Management Systems, supporting multiple, institutional client SaaS platforms. Before VMS, Aaron was a Director of Technology at Prudential Financial (NYSE: PRU), leading planning, strategy and delivery functions for the Retirement division. Prior to Prudential Financial, Aaron served as the Vice President of Technology for Union Bank's Retirement division (NYSE: MTU), and managed software engineering functions for the Trust and Retirement division for CNA Insurance (NYSE: CNA).

Aaron holds an MA Degree in philosophy from California State University, Long Beach, and a BA Degree in philosophy and economics from California State University, Fullerton.

Alan Hathorne

Senior Director of Information Technology

Alan Hathorne manages security and infrastructure for IPX Retirement, ensuring compliance, reliability and uptime for critical systems.

Prior to joining IPX Retirement, Alan led the corporate IT team for Thompson Creek Metals. During his tenure, he and his team designed a state-of-the-art technology infrastructure for the company’s crown jewel, the Mt. Milligan gold mine. His 25-year career in technology has given him experience in a variety of fields, including GIS, education, mining and financial services.

Alan holds a Bachelor of Science degree in education from the University of New Mexico. Alan spends his spare time working in his wood shop or on a river in Colorado, trying to coax a trout to bite.

Amy Frisina

Vice President, Trust Operations

Since joining IPX Retirement in 2016, Amy Frisina has worked in several capacities within our trust operations division. With more than 20 years’ experience in the financial industry, Amy first worked at Matrix Settlement and Clearance Services, where she offered support in operations, and worked as an account executive and then as a business analyst.

Today, she oversees our daily operations, reconciliation, tax reporting and filing, as well as business analysis and new client implementation. Amy has streamlined procedures and created new processes to accommodate business growth. She has been instrumental in building a strong and successful team that continues to provide high quality and customer service during periods of significant growth.

Amy holds a degree in finance from the University of Colorado at Boulder. And she enjoys spending time outdoors, especially in the mountains, with family and friends.

Bill Mueller

CEO

Bill Mueller oversees the vision, strategy and day-to-day operations of IPX Retirement. Bill has a proven executive management track record of 20+ years and excels at driving growth in the technology industry. He believes that putting the right technology-based platforms in the hands of financial advisors, broker-dealers, TPAs and investment providers improves investment outcomes for all retirement savers.

Prior to joining IPX Retirement, Bill was the CEO of Fi360, Inc., where he led the firm’s transformation into an enterprise-focused company while tripling the size of the firm in five years. Fi360 was purchased by Broadridge Financial Solutions, Inc. in 2019. Bill’s career also includes serving as CFO of Renda Broadcasting Corporation, and he has held various senior product management roles at a number of technology firms, including Entigo Corporation and ServiceWare.

Bill holds a Master of Business Administration degree from the Wharton School at the University of Pennsylvania and a bachelor’s degree from the University of Notre Dame.

Kevin Loffredi

Chief Product Officer

Kevin Loffredi uses his expertise at IPX Retirement to help ensure that the tools and solutions we offer also align with our overall vision. To achieve his goals, Kevin focuses on working closely with clients, while also focusing on operations, sales and technology to ensure great outcomes.

Kevin’s product management skills were acquired during more than 20 years spent building solutions for the financial services industry—and using technology as a financial planner. His industry-leading research tool, Annuity Intelligence, was acquired by Morningstar in 2010. While working at Morningstar, Kevin was responsible for a team created bespoke solutions built to leverage Morningstar’s vast capabilities.

A subject matter expert on the topic of variable annuities, Kevin has trained FINRA examiner, made presentations at national conferences and created continuing education content.

Kevin attended Northern Illinois University, where he received a Bachelor of Science degree in finance. He also holds a FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ Certificant.

Kevin and his wife have a son and daughter, both of whom share an interest in car racing with their father. Kevin also enjoys rebuilding cars and engines.

Warren Hadley

Chief Financial Officer

Warren Hadley is the Chief Financial Officer of IPX Retirement where he leads the Finance, HR, and Legal functions. He has over 25 years of experience at high growth companies in the financial services and technology industries.

Prior to joining IPX, Warren was CFO at Innovest Systems, a trust accounting software company acquired by SS&C Technologies (NASDAQ:SSNC) in May 2020. Prior to Innovest, he served as CFO at Wealth Management Systems Inc. (WMSI), a technology-based rollover services and retirement planning tools company acquired by DST Systems in 2015.

He began his career at PWC (Price Waterhouse Coopers) and also spent 10 years at Forrester Research Inc. (NASDAQ:FORR).