Praxis Distribution Partners Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
Praxis Distribution Partners provides outsourced internal wholesaling, wholesaler scheduling, and distribution support for financial services firms. Its leadership team, Bill Dwyer, Charlie Shaffer, Pat Miller, and Steve Rokoszewski, brings more than a century of combined distribution, product, and sales leadership experience to the practice. The firm combines seasoned distribution talent with a data-driven, technology-enabled operating model to enhance targeting and productivity across territories, serving RIAs, Independent Broker Dealers, Family Offices, and Wirehouses with both traditional and alternative assets. Based in Plymouth, Massachusetts, the company operates as a mid-sized specialist providing scalable distribution support for wholesalers and distributors in the financial services sector. In early 2026, Praxis Solutions, Inc. announced the launch of WealthHawk, a money-in-motion intelligence platform, reflecting ongoing expansion within the Praxis group.
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