The Team Behind the AlphaScale Framework:
Your partner in differentiation and growth

Michael Silver is a Co-Founder and Managing Director of AlphaScale, where he helps financial advisors and RIAs, as well as wealth and asset management firms, achieve sustainable growth and scale. With more than 30 years of experience as a speaker, coach, and consultant, Michael brings deep expertise in client acquisition, marketing, practice management, team development, and the client experience.

He helped build and routinely implement the AlphaScale framework for driving organic growth. Michael is frequently sought after by leading wealth and asset managers as a keynote speaker and offsite facilitator. He also personally coaches many of the industry’s fastest growing and most successful teams.

Prior to launching AlphaScale, Michael was a financial advisor for 13 years, giving him firsthand knowledge of the challenges and opportunities advisors face. He leverages this perspective to deliver practical strategies that drive measurable impact for firms and their advisors.

Michael earned a B.S. in Finance from Ithaca College and holds a Certification in Organizational and Executive Coaching from New York University.

Outside of work, Michael is passionate about wine and community. He co-founded a local wine club, now celebrating more than 22 years, and enjoys sharing great wine, food, and conversation with friends and family. He is on the Leadership Committee for the Visionaries of the Year campaign for Blood Cancer United (formerly The Leukemia & Lymphoma Society). Their goal is to help raise significant funds to support people battling all types of blood cancer.

 A 27+ year sales and marketing expert, including 19+ years coaching top advisors and firms, Eric focuses on client acquisition, practice management, and leadership — empowering firms to AlphaScale to new heights.

Mark Spina, Founder and Managing Partner at AlphaScale, brings over 20 years of expertise in corporate leadership and entrepreneurship. Known for driving transformative growth, Mark excels at building high-performing teams, developing business intelligence frameworks, and creating value-add programs. His work has empowered financial services organizations to achieve sustainable growth and market leadership. Recognized for his strategic management and leadership development skills, Mark designs tailored engagements at AlphaScale that align with clients’ strategic goals, fostering differentiation and innovation.

Before creating and scaling innovative companies, Mark held executive leadership roles in global corporations, where he led initiatives that boosted revenue, streamlined sales processes, and expanded market share in competitive sectors. Throughout his corporate tenure, Mark prioritized the professional development of his team and created value-driven programs for clients, particularly wealth management firms and their financial advisors. His entrepreneurial ventures include founding tech-driven startups, collaborating with partners to scale operations and secure significant investor backing. Mark’s unique blend of corporate and entrepreneurial experience, paired with his strategic vision and hands-on approach, positions him as a trusted advisor to C-suite executives and emerging entrepreneurs across diverse business landscapes.

Outside of work, Mark has been training Brazilian jiu-jitsu for many years, which sharpens his focus and problem-solving abilities, and enjoys surfing to recharge. As a podcast host, he has shared insights on entrepreneurship, leadership, and industry trends, while his passion for historical reading informs his strategic perspective.

At AlphaScale, Mark is dedicated to empowering clients to differentiate, grow, and lead, aligning with the firm’s mission to deliver transformative impact. Additionally, he is a partner at Wealthvista, serves as an advisory board member at FLX Networks and is a board member for the SEAL Family Foundation.

Over 30 years in wealth management as an advisor, branch manager, and entrepreneur—founding two broker-dealers—and the industry's leading authority on competitive positioning and strategy for wealth advisors.

Joy Tornillo is a Senior Coach with 28 years of experience working with financial advisors and teams across wire-houses, regional firms, and independent practices. From new advisors to Barron’s Top Teams, she provides clear, actionable strategies focused on business development, marketing, and team dynamics. With a background in psychology and law, Joy brings a thoughtful, structured approach to every engagement. As an AlphaScale coach she works with a select group of clients mainly in the Midwest and East Coast. Originally from Minnesota, she has lived outside of Atlanta for 30 years with her husband, Glenn. Joy holds a B.A. and a J.D. degree.

David I. Leo is Founder of Street Smart Research Group LLC and Senior Coach at AlphaScale and Co-Director of Content Development. He is an author, coach, consultant, and trainer offinancial professionals. David is an experienced business manager who works solely with Financial Advisors, Planners and firms who want to organize, structure & grow their businesses by attracting, servicing, and retaining affluent clients.

David had a 30-year career at IBM including as a Business Process Reengineering Consultant and Engagement Manager for the Financial Services Industry. He also spent seven years at UBS/PaineWebber working directly with Financial Advisors to assist them in productivity growth.

David received a Bachelor of Science degree in Commerce and Engineering from Drexel University and an MBA from New York University.

Michael Futterman is a Senior Coach with 23 years of experience in financial services, specializing in leadership development, team building, and behavioral coaching. He has worked with clients across RIA and Wirehouse firms in the U.S. and internationally. Michael holds an MA in Organizational Psychology from Columbia University and is passionate about helping clients challenge the status quo. At AlphaScale, he leverages his expertise at the intersection of psychology and business to drive client success.

As an AlphaScale Senior Coach, Randy Kent specializes in the key areas of new business development, accountability, client service enhancements and team optimization.  With over 22years of experience, he has developed a good understanding of how to address many of the challenges faced by individual financial advisors.  Randy’s natural abilities to coach, motivate, uncover dormant talents and hold advisors accountable have brought positive resultsranging from increased AUM, new client relationships, improved client retention and better team dynamics.

Josh's past 26 years of experience has allowed him the opportunity to work with over 2500 Financial Advisors across the United States. His clients include industry giants such as Merrill Lynch, Morgan Stanley, JP Morgan Securities, UBS, RBC Wealth Management, Wells Fargo Advisors, Raymond James, Edward Jones, and Oppenheimer. The production range for his clients is $250,000 to $15,000,000 per year. 

He excels at assisting Financial Advisors and Branch Managers to realistically identify and determine a course to reach their goals. Josh is committed to over-servicing his clients to achieve maximum results and goal attainment for each participant therefore maintaining an outstanding rate in client longevity. He uses a-hands-on-approach that includes role playing and teaching his clients how to be prepared for client and prospect communication.

Josh graduated from Florida State University with a B.S. in Communications and has worked in the sales/consulting/training field for more than 30 years.

Jodi is a strategic and results oriented Operations and Project Management leader with over 20 years of experience driving organizational growth, cross functional alignment, and leading organizational transformation initiatives across a diverse set of industries. Her proactive, solutions oriented approach to optimizing processes, building high-performing teams and managing complex projects while fostering a customer centric culture consistently positions her as a trusted advisor to C-suite executives in achieving business goals.

Jodi earned a bachelor’s degree in business management from the University of Wisconsin, Madison and holds a Project Management Professional (PMP®) Certification from the Project Management Institute.