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, 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

    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.

  • Allison Brecher

    Allison Brecher

    General Counsel - Corporate

    15+ years legal and regulatory experience handling high profile and complex litigation involving employee benefits, ERISA, regulatory matters, data privacy, and electronic discovery.
    Previously, Senior Assistant General Counsel and Director of Information Management at Marsh & McLennan Companies
    Prior to that, handled ERISA, securities, and directors and officers claims for AIG.
    Admitted to the state and federal bars of New York and Arizona.
    Certified Information Privacy Professional (CIPP/US)
    BA, cum laude, Union College; JD DePaul University College of Law, Law Journal, merit scholar. Columbia University.

  • 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, Engineering

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

  • Mark Shilshtut

    Mark Shilshtut

    Director, Engineering

    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

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

  • Lowell Putnam

    Lowell Putnam

    Special Technology Advisor

    Co-Founder & CEO, Quovo
    AB, Harvard University

  • Aaron Schildkrout

    Aaron Schildkrout

    Special Marketing Advisor

    Head of Driver Product, Uber
    BA, Harvard University

Our Investors