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

Bill Dwyer

CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD

John Sweeney

John Sweeney

PRESIDENT

Sami Tarazi

Sami Tarazi

CHIEF TECHNOLOGY OFFICER

Sami Tarazi

CHIEF TECHNOLOGY OFFICER
8+ 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.

Giancarlo Rocco

Giancarlo Rocco

CHIEF OPERATING OFFICER & CHIEF OF STAFF

Will Dwyer

BUSINESS DEVELOPMENT
5 years of sales and marketing experience, digital marketing specialist

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

Bill Dwyer

CHIEF EXECUTIVE OFFICER AND CHAIRMAN OF THE BOARD

Navid Alipour

Navid Alipour

BOARD DIRECTOR, FOUNDER AND DIRECTOR, ANALYTICS VENTURES

Dominic Janssens

Dominic Janssens

BOARD DIRECTOR

Richard Goldman

Richard Goldman

BOARD DIRECTOR

Henrik Christensen

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.

Matthew Higgins

HEAD OF COMPLIANCE CONSULTING TECHNOLOGY
Over his 23 years at Putnam Investments, most recently as Chief Compliance Officer of Putnam Retail Management.

Robert Marsh

Robert Marsh

HEAD OF ASSET MANAGEMENT TECHNOLOGY SERVICES

James McGrath

James McGrath

HEAD OF INVESTMENT STRATEGY & ADVISOR CONSULTING

Will Dwyer

Will Dwyer

BUSINESS DEVELOPMENT

Jen Dwyer

Jennifer Dwyer

Business Architect

Executive Advisory Council

Trevor Callan

Trevor Callan

ADVISOR

Founder & Managing Partner at Callan Capital

Andy Malloy

ADVISOR

Founder of ATMalloy & Partners LLC Family Office Consultants

Dan Kreuter

Dan Kreuter

ADVISOR

Chairman, Gladstone Group

John Cooper

John Cooper

ADVISOR

Former Managing Director, Morgan Stanley and Invesco Distributors

John Culbertson

John Culbertson

ADVISOR

Board Member and Strategic Advisor at Context Capital Partners

Anjun Zhou

Anjun Zhou

ADVISOR

Managing Director, Global Head of Multi-Asset & Factor Research Mellon Capital

Larry Anders

Larry Anders

ADVISOR

Co-founded Anders Smith and Associates, founded Summit Alliance Financial LLP, partner and CEO at Advisors Equity Group

Catherine Saunders

Catherine Saunders

ADVISOR

37-year asset management industry veteran. Former Head of Public Policy and Corporate Sustainability at Putnam Investments

Launny Stephens

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.