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.
Bill Dwyer
CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD
John Sweeney
PRESIDENT
Sami Tarazi
CHIEF TECHNOLOGY OFFICER
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.
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.
Giancarlo Rocco
CHIEF OPERATING OFFICER & CHIEF OF STAFF
James McGrath
HEAD OF INVESTMENT STRATEGY & ADVISOR CONSULTING
Business Development
Will Dwyer
BUSINESS DEVELOPMENT
5 years of sales and marketing experience, digital marketing specialist
Will Dwyer
BUSINESS DEVELOPMENT
Launny Steffens
ADVISOR
Spent 38 years at Merrill Lynch and held numerous senior management positions, including Vice Chairman of Merrill Lynch & Co., Inc. and Chairman of the U.S. Private Client Group.
Catherine Saunders
ADVISOR
37-year asset management industry veteran. Most recently, she served as the Head of Public Policy and Corporate Sustainability at Putnam Investments. .
Larry Anders
ADVISOR
Co-founded Anders Smith and Associates, founded Summit Alliance Financial LLP, and is a partner and CEO at Advisors Equity Group.
Advisors
Launny Steffens
ADVISOR
Catherine Saunders
ADVISOR
Larry Anders
ADVISOR
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
CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD
Qualcomm Chancellor’s Chair of Robot Systems, Distinguished Professor of Science at University of California San Diego.
Board of Directors
Bill Dwyer
CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD
Navid Alipour
BOARD DIRECTOR, FOUNDER AND DIRECTOR, ANALYTICS VENTURES
Dominic Janssens
BOARD DIRECTOR
Richard Goldman
BOARD DIRECTOR
Henrik Christensen
BOARD DIRECTOR
Employees
Robert Marsh
HEAD OF ASSET MANAGEMENT TECHNOLOGY SERVICES
Over 30 years of broad experience in markets and investing to his new role. He spent 26 years at Tudor Investments, served as Chief Product Officer at Kensho Technologies (acquired by S&P) and most recently, spent four years at the non-profit JUST Capital as the Chief Information Officer.
MATHEW HIGGINS
HEAD OF COMPLIANCE CONSULTING TECHNOLOGY
Over his 23 years at Putnam Investments, most recently as Chief Compliance Officer of Putnam Retail Management.
Matthew Higgins
HEAD OF COMPLIANCE CONSULTING TECHNOLOGY
Robert Marsh
HEAD OF ASSET MANAGEMENT TECHNOLOGY SERVICES
Executive Advisory Council
Anjun Zhou
MANAGING DIRECTOR, GLOBAL HEAD OF MULTI-ASSET & FACTOR RESEARCH MELLON CAPITAL
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