OptionTrax® was developed by our parent company, Plan Management Corp (PMC). Established in 1992, PMC began as an affiliate of StockTrans, one of the country’s leading stock transfer agents (StockTrans was purchased by a New York Stock Exchange company in 2010). Our early plan administration software grew out of the needs of our clients; what was available at the time was clunky, slow and non-intuitive. It has always been our mantra that if you don’t like what you see, make it better yourself. So we did. After years of developing and enhancing our own plan administration and expensing system, OptionTrax, and our own securities record keeping system, InvestmenTrax℠ (now the OptionTrax Cap Table module), we are thrilled to present the most intuitive and easy-to-use system on the market. PMC leads the industry in rapid development, and we continually work to enhance both platforms to meet changing industry requirements and customer needs. There is no stuffing a square peg into a round hole at PMC.
Thanks to PMC’s history as an affiliate of StockTrans, PMC is also uniquely positioned to help private and pre-IPO companies manage the entire lifecycle of their securities. InvestmenTrax℠ goes beyond cap table management to provide full securities record keeping and issuance histories, and has become a key stepping stone for companies considering an IPO or acquisition event.
Along with its unparalleled history and expertise, PMC has distinguished itself as the stable partner of choice. Privately-owned and privately funded, PMC is the only independent provider in the US that does not have to answer to the demands of outside investors. This self-sufficiency, both financial and operational, makes PMC a strong long-term partner and reduces the risk that you’ll need to transition your platform, or your management’s and employees’ access, in the years to come.
President and CEO
With over forty years in the equity services industry, prior to joining Plan Management Corp. in 2010, Jonathan was Founder, Chairman and CEO of StockTrans, Inc., the Philadelphia based securities transfer agency and registrar, established in 1972, which serviced the stock transfer needs of public and private companies. He sold StockTrans to Broadridge Financial Services, a New York Stock Exchange listed company, in 2010. At the time of the sale, StockTrans was the fifth largest U.S. stock transfer agency.
Jonathan served five terms on the Board of Directors of the national Securities Transfer Association during which time he played an integral role in negotiating and communicating with the SEC on various industry-related issues. He was also co-chairman of one of the STA’s Agent Committees. He was a long time member of the Board of Directors of CFIRA, the largest lobby organization for CrowdFunding in the U.S.
Jonathan received a bachelor’s degree from the Pennsylvania State University, and a Masters of Business Administration in Finance from the Wharton School of Finance, University of Pennsylvania.
Head of Strategy & Operations
Elena joined Plan Management Corp. in 2012 as Chief Operating Officer. Prior to joining PMC, she was a consultant with McKinsey & Company. Elena’s consulting experience includes work focused on strategy for growth, working with clients across sectors on growth and go-to-market strategy development and implementation. She was also a financial technology and inclusion expert at the firm, with deep expertise in access to capital for small and medium businesses, and financial services technology such as mobile banking.
Elena has completed her Level 1 and Level 2 CEP exams, and currently serves as the President of the Philadelphia Chapter of the National Association of Stock Plan Professionals (NASPP). She has spoken at several NASPP and industry events on topics ranging from Equity Plan Administration Best Practices to Reporting and Investor Record Requirements related to Equity Crowdfunding.
In addition to the U.S., she worked extensively across Latin America and Europe. Prior to joining McKinsey & Company, Elena worked as a Project and Client Relationship Lead at the software consulting company CGI-AMS, Inc. Elena received her bachelor’s degree in Operations and IT Management from the College of William & Mary, and her Masters of Business Administration from the University of North Carolina, Kenan-Flagler.