Terri Ho has been appointed chief risk officer, transitioning from her previous role as head of adviser solutions, while Mark Papendieck has been appointed chief operating officer, having previously served as chief commercial officer.
According to DASH, Ho’s new role will have her oversee governance, compliance, and risk frameworks across the company’s advice, platform and technology ecosystems.
“With more than two decades of experience in financial services, she brings deep expertise in advice operations, advice remediation, and the ability to integrate regulatory obligations into practical frameworks,” DASH stated.
“Her appointment reflects DASH’s commitment to maintaining robust risk management practices as the business scales.”
Ho said: “Our risk management focus is about making room for growth so that we can safely continue to build on what we do best for our clints.”
Papendieck will lead the operational side of DASH’s platform and software divisions, including investment operations, client service, and implementation teams.
“As a leader with extensive experience in financial advice, distribution, and strategic partnerships, he will focus on driving operational excellence and ensuring the seamless delivery of DASH’s whole-of-wealth platform,” DASH said.
DASH chief executive Andrew Whelan said the appointments mark an important evolution in the company’s leadership structure.
“Terri and Mark have both played instrumental roles in DASH’s transformation to date. These appointments strengthen our operational and governance capabilities while ensuring we remain focused on delivering innovation, efficiency, and trust for our clients,” he said.
These appointments come at a time of growth at DASH, including the acquisition of Integrated Portfolio Solutions (now known as DASH Private).
In May, DASH also announced a strategic partnership with global alternatives fintech firm S64 to “improve adviser access to private markets.”
Papendieck, who was occupying his previous role of chief commercial officer at the time said the announcement signifies an exciting milestone for the financial planning technology group.
“The shift to private markets is structural and advisers need more than access; they need seamless infrastructure. We’ve always opened the door to an unlimited investment universe, but this partnership takes things further, it simplifies how private investments are sourced, structured and held,” he said.
“Whether it’s supporting firms with institutional quality manager selection and due diligence or enabling liquidity via curated secondary marketplaces, through our work with S64, we’re giving advisers the tools to operate at scale. The message is clear: if you want to build a differentiated, future ready whole-of-wealth investment offering, this is how you do it.”
