Our Team

  • Aaron Schumm

    Aaron Schumm

    CEO

    Co-founded FolioDynamix, sold to Actua in 2014
    15+ yrs of FinTech , FinServ & wealth management experience, including Northern Trust, Citigroup, & Fiserv
    MBA, Duke University, Fuqua School of Business,
    BS in Finance, University of Illinois

  • Jonathan Ferrara

    Jonathan Ferrara

    SVP, Head of Product & Operations

    12+ yrs of FinTech, FinServ & wealth management experience
    Ran Product at FolioDynamix
    Also worked at JP Morgan, State Street & Boston Financial Data Services
    MBA, Rutgers Business School BS in Finance, Boston College

  • Dave Sheen

    Dave Sheen

    SVP, Finance & HR

    Investor in early-stage FinTech and SaaS companies at Primary Ventures
    Technology Banking at Morgan Stanley
    Additional finance roles at HIT Entertainment, Dixons Group and LEK Consulting
    MBA, New York University, Stern School of Business MEng, Cambridge University

  • Mike Shuckerow

    Mike Shuckerow

    Chief Compliance Officer

    18+ years legal and regulatory experience.
    Lobbied Congress directly related to DOL Fiduciary Rule.
    In House career spent at UBS, Citigroup and Columbia - Threadneedle. Multiple CCO roles.
    Admitted to bar in NY and CT. BS Northeastern University.
    JD St. John's University School of Law.

  • Elsa Chan

    Elsa Chan

    SVP, Business Development

    Co-founded Jetlun and Asoka.
    15+ years in Consumer Electronics, Internet-of-Things, Smart Cities, and Energy Management experience.
    Holds four patents.
    BA, San Francisco State University.

  • Antonio Gonzalez

    Antonio Gonzalez

    Director of Engineering (Front/Full Stack)

    15+ years of FinTech & FinServ experience as a full stack engineer & manager
    Full stack engineer
    Attended Dartmouth & UMASS, Amherst

  • Mark Shilshtut

    Mark Shilshtut

    Director of Engineering (Back End)

    12+ years of FinTech experience
    FinTech developer for Merrill Lynch, Citigroup, Goldman Sachs & Security Scorecard
    MS, Technology Management, Columbia University. BS, Computer Science & Economics, State University of New York, Stony Brook

  • Joe Pampel

    Joe Pampel

    VP, Operations & Onboarding/CISO

    Lead Principal Consulting Engineer at Sungard
    IT Strategy & Cloud Director at Paladyne
    CTO at Ardsely Partners
    18 yrs of FinTech & FinServ experience
    BA, Business Management, Pace University

  • Joshua Forstater

    Joshua Forstater, CFA

    VP, Product Management

    10+ years of FinTech & FinServ experience, including Nomura Securities, Deutsche Asset Management, and Betterment
    DOL & wealth management strategy at PwC Strategy&
    MBA, Columbia Business School
    BS & BSBA, Villanova University

  • Joshua Keay

    Joshua Keay

    VP, Design

    Founded Magnetism Studios, created over 20 apps
    Founder & CEO of Spontaneously, Inc.
    Worked for Apple, Airbnb & IAC
    10+ yrs of software product design focused on consumer applications
    BA, Massachusetts College of Art & Design

  • Paul Newmann

    Paul Newmann

    VP Sales

    Head of Intermediary Distribution at Betterment for Business
    Vice President, Sales & Relationship Management at Mesirow Financial
    Sales & Marketing Consultant for Empower
    8 years FinTech & FinServe Experience
    BBA, Finance Loyola University Chicago
    Holds Series 7 + 66 Licenses

  • Zainab Noorali

    Zainab Noorali

    Client Success Manager

    10 years of retirement industry experience including J.P. Morgan Asset Management and Empower Retirement
    Holds Series 7 and 66 Licenses
    BS, Business Administration, UC Berkeley, Haas School of Business

  • Patrick Bounaix

    Patrick Bounaix

    Senior Engineer

    15+ years experience as architect/developer/consultant
    Designed, developed, and delivered solutions for startups to enterprise clients in finance, pharmaceutical, insurance, and retail
    Microsoft Certified Professional
    BS in Computer Science, NYIT

  • Ian Ha

    Ian Ha

    Senior Software Engineer

    13+ years in B2B enterprise space, focus on ad tech
    Hon. BSc. Computer Science, University of Toronto

  • Daniel Aronov

    Daniel Aronov

    Product Manager

    16+ years of IT experience
    Business Analyst/Technical Lead at UBS
    Information Management Consultant at MMC
    MS, Information Systems Management, Stevens Institute Of Technology
    BS, Computer Science & Statistics, State University of New York, Stony Brook PMP

  • Seong Kim

    Seong Kim

    Full Stack Engineer

    Consultant at FIS (Sungard), Trader WTS Proprietary
    B.A. Computer Science, Rutgers

  • Leif Droms

    Leif Droms

    Software Developer

    B.S., Brooklyn College
    Background in Cancer and Stem Cell Research

  • Daniel Tsang

    Daniel Tsang

    Computer Systems Analyst

    Full-Stack Engineer at Indochino Inc.
    Software Developer at Hootsuite Media Inc.
    BSc in Computer Science, University of British Columbia

  • Bradford Sykes

    Bradford Sykes

    Operations & Compliance Specialist

    MBA & JD, Emory University
    Admitted to Bar in GA
    Holds Series 65 Licences

  • Lex Zhao

    Lex Zhao

    Compliance and Operations Analyst

    Portfolio reporting and analytics at Bridgewater Associates
    Securities and finance consulting at NERA Economic Consulting
    MBA, University of Chicago Booth School of Business
    BA, Cornell University

  • Tiffany Tucker

    Tiffany Tucker, CRPS

    Relationship Manager

    7+ years in defined contribution plan and defined benefit plan consulting and advising.
    Holds Series 65 and Chartered Retirement Plans Specialist℠
    BFA, Ferrum College

Our Advisors

  • Josh Brown

    Josh Brown

    Special Industry Advisor

    CEO, Ritholtz Wealth Management
    Frequently featured on CNBC’s “Halftime Report”
    Founder, The Reformed Broker
    University of Maryland, College Park,

  • Lori Hardwick

    Lori Hardwick

    Special Business Advisor

    Former COO, Pershing, a BNY Mellon company
    Former Co-Founder of Envestnet, Group President, Advisor Services
    MBA, The University of Chicago Booth School of Business BA, Ohio State University

  • Peter Kennedy

    Peter Kennedy

    Special ERISA Advisor

    Principal, PAK Consulting, LLC
    Former COO and Managing Director, TIAA-CREF Individual & Institutional Services
    Former CAO & Senior Vice President for UBS Financial Services, Managed Accounts Business
    Master of Laws (LLM), Boston University School of Law Doctor of Law (JD), Loyola University New Orleans College of Law BA, College of the Holy Cross

  • Jamie Bernardin

    Jamie Bernardin

    Special Technical Advisor

    Former CTO, Integral Ad Science
    Former VP Technology, TIBCO Software
    Former CTO & Co-founder, DataSynapse, Inc
    Ph.D., Brown University
    MIT, Sloan School of Management
    MS, Brown University

Our Investors