First Rate Appoints Bo McWilliams as Chief Operations Officer

Arlington, Tx – January 28, 2019 – First Rate, a leading provider of wealth management solutions to the financial services marketplace, today announced that it has named Bo McWilliams as its Chief Operations Officer.

“This is considered an investment in us,” said Craig Wietz, First Rate President. “Bo’s experience as General Manager of our Managed Hosting group has provided strategic and valuable growth to our business, proving his leadership is invaluable to our success.”

McWilliams has served more than 25 years in the broker-dealer, RIA, and commercial real estate space in various operations and information technology management roles. Since joining First Rate in 2008, his contributions have played a vital role in the growth, expansion, and reliability of First Rate’s data centers, infrastructure, data processing operations, and security.

“One of the best attributes he will bring to this position is his client experience,” said Wietz. “This experience is something we can leverage in how we wish our internal operations to mirror our client operations for the benefit of our team members.  We are excited to see what Bo can do in this new position.”

McWilliams will oversee Human Resources, Information Technology, Accounting, and Facilities using his vast expertise and leadership skills as Chief Operations Officer. Although the position has been vacant for more than 5 years, his experience and strong peer recommendations make him the perfect candidate for Chief Operations Officer at First Rate.

Simultaneously, he will retain his position of General Manager of Managed Hosting to continue to drive the strategy for new growth opportunities and for client recruiting and retention.


Learn More About Bo McWilliams


About First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record including more than 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.

Contact First Rate today to learn more about the partnership between First Rate and BITA Risk. For more information about First Rate, please visit or email [email protected].

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