Where Finance
Meets Innovation
Our leadership boasts a proven track record of success, while our cutting-edge AI talent is at the forefront of the technological revolution. Together, we empower organizations to not only adopt AI solutions but to leverage them for transformative growth and industry-leading performance.
Meet the Team
Administrative Officers
Bill Dwyer
CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD
31-year security industry veteran, former President of LPL
John Sweeney
PRESIDENT
25 years of experience in global financial services firms, FinTech startups and private equity. Founder and managing partner of Momentum Capital Partners, Executive Vice President at Fidelity.
Sami Tarazi
CHIEF TECHNOLOGY OFFICER
20 years of experience in wealth technology with roles at RBC, including Senior Director of Data Management Products, Senior Director, Enterprise Information Management
Anjun Zhou
CHIEF INVESTMENT OFFICER
23 years of experience in portfolio management, quantitative R&D and investment product and solution design. Former Head of Multi-Asset and Factor Research at Mellon Capital
Giancarlo Rocco
CHIEF OPERATING OFFICER & CHIEF OF STAFF
10+ years of early stage operational leadership in companies with focus in software and AI
James McGrath
HEAD OF INVESTMENT STRATEGY & ADVISOR CONSULTING
25 years in investments; 15 years as family office executive. Former Co-CIO for North America and member of Executive Committee of Stanhope Capital
Business Development
Scott Ruddick
HEAD OF BUSINESS DEVELOPMENT
30 years of experience in wealth management firms, former Managing Partner at Arboretum Global, Head of Distribution at Prio Wealth, Partner & Chief Marketing Officer at Advisors Partners, Head of Institutional at Eaton Vance, Managing Director and Head of Institutional Distribution at Mellon Capital Management
Will Dwyer
BUSINESS DEVELOPMENT
5 years of sales and marketing experience, digital marketing specialist
Board of Directors
Bill Dwyer
CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD
31-year security industry veteran, former President of LPL
Amy Wierenga
BOARD DIRECTOR, CHAIR, INVESTMENT POLICY COMMITTEE, CHIEF RISK OFFICER, GCM GROSVENOR
Navid Alipour
BOARD DIRECTOR, FOUNDER AND DIRECTOR, ANALYTICS VENTURES
Dominic Janssens
BOARD DIRECTOR
Member, Investment Policy Committee, Private Investor, Senior Advisor, former Global Chief Operating Officer, MacQuarie Investment Management
Richard Goldman
BOARD DIRECTOR
Head of Advisory Council, former CEO and COO of Rydex Investments and Guggenheim Investments, former Managing Director Deutsche Asset Management, former Head of Institutional Sales, State Street
Henrik Christensen
BOARD DIRECTOR
Qualcomm Chancellor’s Chair of Robot Systems, Distinguished Professor of Science at University of California San Diego
Executive Advisory Council
Dan Kreuter
ADVISOR, CHAIRMAN, GLADSTONE GROUP
John Culbertson
ADVISOR, BOARD MEMBER AND STRATEGIC ADVISOR AT CONTEXT CAPITAL PARTNERS
John Cooper
ADVISOR, FORMER MANAGING DIRECTOR, MORGAN STANLEY
Andy Malloy
ADVISOR, FOUNDER OF ATMALLOY & PARTNERS LLC FAMILY OFFICE CONSULTANTS
Trevor Callan
FOUNDER & MANAGING PARTNER AT CALLAN CAPITAL