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
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
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
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.
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.
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.
15+ years of FinTech & FinServ experience as a full stack engineer & manager
Full stack engineer
Attended Dartmouth & UMASS, Amherst
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
CEO, Ritholtz Wealth Management
Frequently featured on CNBC’s “Halftime Report”
Founder, The Reformed Broker
University of Maryland, College Park,
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
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
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
Co-Founder & CEO, Quovo
AB, Harvard University
Head of Driver Product, Uber
BA, Harvard University