Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based Manager operating in the Financial Services space. If you think a Manager is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Nissa Khilji
Manager of Operations of Manhattan Venture Partners
Associate at Manhattan Venture Partners
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About Manhattan Venture Partners: Principal investor and advisory solution to private venture backed technology companies and their shareholders.
Jake Bernstein
Sales Operations Manager of MainStreet
Helping people is my passion! From coaching lacrosse to my job every single day, I’m energized by unlocking the full potential in people and companies to help them achieve their goals most effectively.
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About MainStreet, Year Up: MainStreet is a financial platform that helps startups and small businesses discover and claim tax credits and government incentives.
Clay Allsopp
Engineering Manager of Plaid
Clay Allsopp is the Engineering Manager of Plaid.
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About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Liana Dumitru
Design Manager of Plaid
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About Plaid: Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.
Philippe Laffont
Founder & Portfolio Manager of Coatue
Philippe Laffont is the founder and portfolio manager of Coatue Management. Mr. Laffont graduated from the Massachusetts Institute of Technology in 1991 with a B.S. and M.Sc. in Computer Science. He worked as an analyst in management consulting for McKinsey & Co. from 1992 to 1994 in Madrid, Spain. After working as an independent consultant for several years, Mr. Laffont joined Tiger Management LLC as a research analyst in 1996. He focused on telecommunications stocks while at Tiger until he left to found Coatue in 1999.
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About Coatue: Coatue invests in public and private equity markets focusing on the technology, media, and telecommunications industries.
Jessica Aguilar
Office Manager of Initialized Capital
Jessica is the Office Manager and the EA to the CFO & Operating Partners; she also supports Initialized’s event program. She was previously the Office Manager/Executive Assistant at a travel start-up. With over four years of experience working as an OM/EA in several different industries including insurance, tax, and cosmetic/healthcare, she is ready to take on the VC Industry.
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About Initialized Capital: Initialized Capital is an early-stage VC firm focused on helping software engineers and designers with their first seed checks.
Mark Kapnick
Senior Manager, Talent COE of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Lydia Kapur
Manager, Finance & Valuation of Insight Partners
Lydia Kapur currently works as the Manager in Finance and Valuation for Insight Partners. She previously worked at PwC.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Ilver Doster
Enterprise Manager of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Christina Nanfeldt
Portfolio Engagement Marketing Manager of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Omar Mawloud
Manager, Onsite of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Brad Edelman
Senior Engineering Manager of Affirm
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About Affirm: Affirm is a financial technology services company that offers installment loans to consumers at the point of sale.
Bethany Andres-Beck
Software Engineering Manager of Long-Term Stock Exchange
Beth Andres-Beck was most recently a staff engineer on the fundraising team at Hillary For America. Over the course of her career, she has migrated from backend to frontend at BAE, TripAdvisor, Twitter, and others. She enjoys applying design patterns to JavaScript and feminist philosophies to software.
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About Long-Term Stock Exchange: The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors.
Brooke Neal
Operations Assistant & Office Manager of Base10 Partners
Brooke Neal currently works as Operations Assistant and Office Manager at Base10 Partners.
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About Base10 Partners: Base10 is an early-stage venture capital firm investing in the automation of the real economy.
Thomas Kim
Director & Global Risk Manager, KKR Capstone of Kohlberg Kravis Roberts
Thomas Kim (New York) joined KKR Capstone in 2010 as Principal & Global Risk Manager.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Ali Allahbachani
Portfolio Manager of Kohlberg Kravis Roberts
Mr. Allahbachani (San Francisco) joined KKR in 2014 as part of Avoca Capital and is the portfolio manager for the KKR Credit US CLO platform. Prior to this, Mr. Allahbachani worked in a number of roles at Avoca Capital including risk management, portfolio management, trading and credit management. Prior to joining Avoca in 2005, he was an Associate Director with Allied Irish Banks, where he was part of the bank’s European leveraged finance team in Dublin and London responsible for the origination, structuring and execution of senior and mezzanine debt transactions. He qualified as a Chartered Accountant with KPMG. He holds a B.A. in Accounting and Finance from Dublin City University and is also an associate member of the Association of Corporate Treasurers.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Peter Zakowich
Director, IC Member & Portfolio Manager of Kohlberg Kravis Roberts
Peter Zakowich (New York) joined KKR Prisma in 2006. He is a member of KKR Prisma’s Investment Committee and a portfolio manager, responsible for portfolio and client management. Prior to joining KKR Prisma, Mr. Zakowich was an associate portfolio manager at J.P. Morgan Alternative Investments. Prior, he was an equity analyst at Edge Capital, a long/short equity hedge fund focusing on the technology and media sectors. Mr. Zakowich began his career at Putnam Investments as an investment associate covering global companies across the media, advertising, and automotive/industrial industries. Mr. Zakowich holds a B.A. from Harvard University and an M.B.A. from New York University, Stern School of Business.
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About Kohlberg Kravis Roberts: Kohlberg Kravis Roberts is a global alternative asset manager focusing on private equity, fixed income, and capital markets.
Joshua Torrey
IT Manager of SOSV
As IT Manager at SOSV, Josh is responsible for managing, implementing, and providing troubleshooting and support for SOSV’s internal IT processes and systems. This includes administration of internal email and CRM applications, development and maintenance of SOSV and accelerator program websites, and working closely with the IT team on constant system improvement and risk management. Josh graduated from Connecticut College with a degree in Philosophy, and has a certification in Information Storage and Management from EMC. Josh previously worked as a technical support engineer for Dell/EMC. Josh lives in Cape Cod.
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About SOSV: SOSV is a global VC firm with $1B AUM and 1,000+ investments, that operates HAX, IndieBio, Chinaccelerator, MOX, and dlab.
Kayla Liederbach
Marketing Manager of SOSV
Kayla is helping manage SOSV’s presence on social media and the web. In 2011 she graduated from the University of Wisconsin-Madison with a B.S. in Life Sciences Communication, and stayed in town to run communications at a local music startup. She’s a big fan of knowing what goes on behind the scenes, in all aspects of life, and feels passionately about conveying scientific news to the public. In her spare time, Kayla is a radio host on 91.7fm WSUM-Madison, specifically playing reggae tunes. She was awarded “DJ of the Year” at the 2013 and 2015 Madison Area Music Awards.
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About SOSV: SOSV is a global VC firm with $1B AUM and 1,000+ investments, that operates HAX, IndieBio, Chinaccelerator, MOX, and dlab.
Matthew Cooper
Business Development, Account Manager of MakerDAO
Business Development at MakerDAO
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About Compound, MakerDAO: Maker is a decentralized autonomous organization on the Ethereum blockchain.
Colin Zhang
Loyalty Consulting Manager of Mastercard
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About GamePlan, Mastercard, SessionM: Mastercard provides payment processing products and solutions, and related consulting services.
Hector GHF
Engineering Brand Marketing Manager of Goldman Sachs
Hector GHF is a Mexico City-born, London-based creative technologist working in the realms of marketing and design. He brings over 10 years of experience from the technology sector, designing experiential learning and marketing campaigns during his time at Google prior to joining Goldman Sachs Engineering. During his career, he has facilitated design-led innovation workshops for Silicon Valley startups, Forbes 500 companies and international organisations. Having worked in Mexico City, Buenos Aires, San Francisco, New York and now London, Hector has a global perspective and is a champion of accessibility, diversity and inclusion. In his spare time, he provides mentoring to tech startups from around the world. He enjoys art. He loves tacos. New York, New York, United States
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Rachel Shapiro
Operations Manager of 14W
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About 14W: 14W is a venture capital firm specializing in consumer internet, marketplace, ecommerce, CPG, and media.
Kimmy Brock
Corporate Paralegal / EBP Team Manager of GV
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About GV: GV provides venture capital funding to bold new companies.
Natalie Chen
Finance & Investor Relations Manager of NFX
Natalie works on the Finance Team at NFX where she helps manage investments and investor relations. Natalie grew up in LA before moving to Taipei at the age of twelve, where she spent five years at an international school before attending college at Purdue University. Prior to NFX, Natalie has worked as an Event Coordinator, Operations Specialist, and PR/Guest Relations Director in Taipei and Shanghai where she utilized her bilingual language skills in Mandarin and English.
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About NFX: NFX operates as a pre-seed and seed stage VC that is transforming how true innovators are funded.
Kayla Seaman
Office Manager of Blackstone Group
Kayla Seaman provides administrative support for Michael Steinmetz and Nick Galakatos. Prior to Clarus, Kayla was with Carlson GMAC Real Estate. Kayla holds a BA from the University of New Hampshire.
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About Blackstone Group, The Blackstone Group Inc: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Lauren Oesterle
Accounting Manager of True Ventures
Lauren joined True Ventures’ finance team in 2013. She kicked off her career at Ernst & Young and then spent a number of years as an accounting consultant for Bay Area technology companies spanning social media and software. She holds a bachelor’s degree in accounting from Miami University and a master’s degree in accounting from the University of Colorado Boulder. On the weekends, Lauren spends time with her family, hikes, cooks, and plays board games. When she is not in the Bay Area, she’s usually on the farm with her extended family in the great state of Ohio.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Lauren Oesterle
Accounting Manager of True Ventures
Lauren joined True Ventures’ finance team in 2013. She kicked off her career at Ernst & Young and then spent a number of years as an accounting consultant for Bay Area technology companies spanning social media and software. She holds a bachelor’s degree in accounting from Miami University and a master’s degree in accounting from the University of Colorado Boulder. On the weekends, Lauren spends time with her family, hikes, cooks, and plays board games. When she is not in the Bay Area, she’s usually on the farm with her extended family in the great state of Ohio.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Laura Buckingham Thomas
Marketing Manager, Portfolio Services of Norwest Venture Partners
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About Norwest Venture Partners, Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
Luis Abasta
Finance Manager of Rembrandt Venture Partners
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About Rembrandt Venture Partners: Rembrandt Venture Partners is a team of entrepreneurs, company builders, and investors.
Dylan Whitehead
Claims Quality Control Manager of Hippo Insurance
Dylan Whitehead is the Claims Quality Control Manager at Hippo Insurance.
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About Alloy Claims, Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Miriam Sedman
Sr Software Engineering Manager of Hippo Insurance
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Glen Buzzetti
Sales Manager of New Enterprise Associates
Glen Buzzetti is an Real estate investor who lives in the NYC trip state area, The hobbies of Glen Buzzetti include fitness, travel, dining, positive motivation and giving to charities such as the make a wish Foundation..When acting as a buyer’s broker with a finalized agreement , they support buyers by assisting them buy property for the lowest achievable price under the best terms. The real property broker owes fiduciary responsibilities to whoever that broker solutions as a client.
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About Compline LLC, Glen Buzzetti Inc Life Insurance, New Enterprise Associates, Title Transfer Holding LLC, Title Transfer Holding LLC: New Enterprise Associates is a global venture capital firm investing in technology and healthcare.
Eve Espinueva
Operations Manager of Thomvest Ventures
Eve Espinueva is an Operations Manager of Thomvest Ventures.
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About Thomvest Ventures: Thomvest Ventures provides companies with cross-stage venture capital fund.
Amit Mishra
Engineering Manager of Credit Karma
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About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Poulomi Damany
General Manager, Credit Karma Money & Tax of Credit Karma
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About Credit Karma: Credit Karma offers a range of tools and personalized recommendations designed to help customers make the most of their money.
Rajeev Shah
Portfolio Manager and Managing Director of RA Capital Management
Rajeev Shah is a Partner at RA Capital Management, which has been investing in healthcare companies since 2002. Prior to joining RA Capital, Rajeev worked as a Senior Project Leader at Altus Pharmaceuticals, a spin-off company of Vertex Pharmaceuticals. At Altus, he assessed business processes and implemented system solutions for all science areas. Rajeev graduated from Cornell University, where he majored in Chemistry with a concentration in Economics. He is an active member of the Big Brothers of Massachusetts Bay program.
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About RA Capital Management: RA Capital Management is an investment advisor specializing in the life-sciences and drug development sectors.
Ashley Pakenham
IR and Marketing Manager of Apax Partners
Ashley Pakenham is an analyst in the Investor Relations team. She joined Apax Partners in 2015 and is currently based in New York. Prior to joining Apax Partners, Ashley was a Private Equity Underwriter at Zurich Insurance Company in New York. Ashley holds a BA in History of Art and Corporate Strategy with distinction from Vanderbilt University.
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About Apax Partners: Apax Partners is an independent global partnership focused solely on long-term investment in growth companies.
Ruben Leavitt
Manager – Supply Management – Marketing & Associate Travel Programs of TD Ameritrade
Ruben was born and raised in New York, NY, and received a BA from Colgate University with concentrations in English and Political Science. Before entering the workforce, he took two years to get his Master’s degree in Political Theory from the University of Oxford. After graduating, Ruben worked for five years at FROSCH, a boutique full-service travel agency, where he started as an Associate Account Manager in the corporate travel division, but quickly worked his way up the ranks to eventually oversee its Corporate Account Management department. Ruben then moved from the agency side to the buyer side of the business. For the past year, he has worked at TD Ameritrade administering the T&E program and managing the company’s relationships with travel and credit card vendors.
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About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
Frank Roppelt
Senior Manager, Security Policy and Vendor Risk of TD Ameritrade
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About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
Natalia Baklitskaya
Engineering Manager of Better.com
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About Better.com: Better.com is a homeownership journey platform that utilizes technology to change the way people buy and own a home.
Jill Richardson
Senior Marketing Manager of Sapphire
Jill Richardson currently works as the Senior Marketing Manager for Sapphire Ventures. She previously worked at Truvalue Labs as the Senior Marketing Manager.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Matthew Curtis
Portfolio Manager of Summit Partners
Matt joined Summit Partners in 2015 and is an Associate Portfolio Manager for Summit Public Equity, focusing primarily on the TMT sector. Prior to joining Summit, he was a Senior Equity Analyst at Summit Public Equity’s predecessor firm, Alydar Capital. Matt holds an AB from Harvard University and is a CFA Charterholder.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Ryan Allbaugh
Business Initiatives Manager, Building Systems Group Cyber Team Lead of Wells Fargo
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About Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Emily Ricketts
Product Manager, Authentication Innovation of Wells Fargo
Emily Ricketts is an Authentication Product Manager who is passionate about solving problems with easy to use, efficient, and elegant products that customers enjoy using. After spending nearly 20 years working in the technology space, Emily believes that software should make it easier for users to accomplish their goals, in the simplest way possible without ever needing to crack a user manual or go to product help.Emily currently work at Wells Fargo in the Wholesale Authentication Innovation group. Previously, she has worked at a variety of technology companies, and took a detour from the corporate world to start and operate an online business.Emily holds an MBA from the University of Maryland.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Geanie Asante
Vice President, Value Stream Delivery Manager of Wells Fargo
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About OAACC, University of the Cumberlands, Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Marj Anzalone
AVP, Innovation Insights Manager of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Lawrence Scott
Senior Compliance Manager of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Harvey Freeman
Project Manager of Wells Fargo
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About Communications Society, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Bonnie Saunders
Vice President,National Client Service Manager of Wells Fargo
Bonnie Saunders serves as vice president of national client service manager at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jason G. Pollack
Vice President; Public Power Relationship Manager of Wells Fargo
Jason Pollack is a Vice President on the Public Power team within Wells Fargo’s Government and Institutional Banking group. As the west coast Relationship Manager, he is responsible for new business development and client management for western region municipal utilities.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Michael Cardito
Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group of Oaktree Capital Management
Mr. Cardito is a managing director and co-portfolio manager of Oaktree’s GFI Energy Group, which executes the Power Opportunities investment strategy. He is responsible for the overall management of the group and its investing activities, including setting investment strategy, sourcing and executing investment opportunities and board oversight of the group’s portfolio companies. He currently serves on the board of Shermco Industries, Solomon Corporation and MaxGen Energy Services, and has previously served on the boards of U.S. Silica Company, Coveright Services, Lund International, Chem-Dry Holdings and Neptco, Inc. Mr. Cardito has spent most of his career as a control private equity investor focused on energy, process-related and niche industrial sectors. Prior to joining Oaktree in 2011, he was a Principal with Harvest Partners, LP, a New York-based private equity firm. Mr. Cardito received a B.A. degree in economics from Colgate University and an M.B.A. from Harvard Business School
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About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Ian Schapiro
Managing Director & Portfolio Manager of Oaktree Capital Management
Ian Schapiro is a managing director and the portfolio manager for Oaktree’s GFI Energy Group, which executes the Power Opportunities investment strategy. Additionally, he leads and is a co-portfolio manager of the firm’s Infrastructure Investing strategy following Oaktree’s acquisition of the Highstar Capital team. Ian Schapiro co-founded GFI Energy Ventures, the predecessor to the GFI Energy Group, which became part of Oaktree in 2009. He presently serves on the boards of Remedial Construction Services (RECON) and Infrastructure & Energy Alternatives LLC. Ian Schapiro previously served on the boards of directors of Solomon Holdings Corp.; Osmose Holdings, Inc.; Integrated Pipeline Services; Elgin National Industries, Inc.; NORESCO; Trans-Elect, Inc.; Smart Systems International, Inc.; LPPI Holdings LLC; UtiliQuest, LLC; Trace Technology; Xantrex Technology Inc.; InfraSource Inc.; Elgar Holdings, Inc. and Cherokee International Corporation. Prior to founding GFI Energy Ventures in 1995, Ian Schapiro was a Partner of utility consulting firm Venture Associates and of Arthur Anderson & Co. following that firm’s acquisition of Venture Associates. Previously, Ian Schapiro was the Chief Financial Officer of a technology company and a commercial banker focused on the energy sector. Ian Schapiro received a Bachelor of Commerce degree from the University of Witwatersrand in South Africa and an M.B.A. from the University of Southern California.
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About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Jason Lee
Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group of Oaktree Capital Management
Mr. Lee is a managing director and co-portfolio manager in Oaktree’s GFI Energy Group and is responsible for the overall management of the Power Opportunities investment strategy and operations of the group. Mr. Lee has worked with the GFI Energy Group since 2007, which was acquired by Oaktree in 2009. He serves on several boards including Array Technologies and The Kirlin Group. Among other areas, he focuses in the energy efficiency, engineering and construction, renewable energy, software and infrastructure security sectors. Prior to GFI Energy, Mr. Lee worked for a number of years as an executive in the operational management of several companies, some of which he co-founded, and has advised a number of companies and government organizations in the areas of entrepreneurial strategy, investments and finance. He began his career at J.P. Morgan’s technology, media and telecom investment banking practice. Mr. Lee received his B.S. degree from the University of California, Berkeley and an M.B.A. from the UCLA Anderson School of Management where he currently serves as a member of the finance faculty and teaches courses on private equity and corporate finance.
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About Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Harindra de Silva
Portfolio Manager of Analytic Investors
Harindra (“Harin”) de Silva is responsible for the firm’s strategic direction and the ongoing development of its investment processes. As a portfolio manager, Harin focuses on the ongoing research effort for equity and factor based asset allocation strategies. Harin has authored several articles and studies on finance-related topics including stock market anomalies, market volatility and asset valuation. He, along with his colleagues Roger Clarke and Stephen Thorley, was recognized with the prestigious Graham and Dodd Award of Excellence for their research published in the Financial Analysts Journal in 2002 and 2005. Prior to joining Analytic Investors, Harin was a Principal at Analysis Group, Inc., where he was responsible for providing economic research services to institutional investors including investment managers, large pension funds, and endowments. Harin received a Ph.D. in Finance from the University of California, Irvine. He holds a M.S. in Econometrics and an MBA in Finance from the University of Rochester, and a B.S. in Mechanical Engineering from the University of Manchester Institute of Science and Technology.
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About Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
David Krider
Portfolio Manager of Analytic Investors
David Krider is a Portfolio Manager responsible for the ongoing research and development of global equity-based investment strategies as well as the day-to-day trading of global portfolios. Prior to joining the firm, David was founder and Chief Technology Officer of Visualize, Inc., a firm that specializes in financial visualization and analytic software. He was a Research Associate at First Quadrant before leaving to start his own firm. David received a BS in Economics and Computer Science from the California Institute of Technology.
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About Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
Ryan Brown
Portfolio Manager of Analytic Investors
As a Portfolio Manager on the equity team, Ryan Brown is responsible for the day-to-day portfolio management and trading for U.S. equity-based investment strategies. Ryan also contributes to the ongoing research efforts of these strategies. Prior to joining Analytic, Ryan worked for Beekman Capital Management, in Santa Fe, New Mexico, where he was responsible for selecting stocks within the financial services sector. Ryan received a B.S. in Economics at Brigham Young University and an M.S. in Finance at the University of Utah.
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About Analytic Investors, Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
Dennis Bein Bein
Chief Investment Officer & Portfolio Manager of Analytic Investors
As Chief Investment Officer, Dennis Bein oversees the implementation of the firm’s investment strategies. He is a major contributor to the firm’s ongoing research efforts as well as new product development and strategy applications. As a portfolio manager, Dennis focuses on day-to-day portfolio management and research related to equity-based investment strategies. Prior to joining Analytic Investors, Dennis was a Senior Consultant for Analysis Group, Inc., where he provided investment consulting services for institutional investors and plan sponsors. He advised pension fund managers on topics such as investment objective definition, asset allocation analysis, manager selection and manager performance evaluation. Dennis received an MBA from the Anderson Graduate School of Management at the University of California, Riverside. He completed his undergraduate studies in Business Administration at the University of California, Riverside. He is a Chartered Financial Analyst and is a member of the Institute of Chartered Financial Analysts (ICFA) and the Los Angeles Society of Financial Analysts (LASFA).
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About Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
Megan Miller
Portfolio Manager of Analytic Investors
Megan plays an important role in the investment decision making process for Analytic’s options strategies. Megan is involved in both research and the portfolio construction of client portfolios. Specifically, she researches new models and ways to enhance existing models used in the investment process, develops and maintains optimization inputs and volatility forecasts, and develops and maintains optimization frameworks used to create client portfolios. She received a BS in Applied Mathematics from the University of California, Los Angeles.
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About Analytic Investors: Analytic Investors is an independent, employee-owned boutique, our culture is rooted in our continuous focus on providing its clients.
Lydia Murray
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Kaitlyn Kuczer
Manager – Exponential Technology Experiences and Digital Strategy of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Darren Schneider
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Brett Davis
General Manager, ConvergeHEALTH of Deloitte
Brett is the General Manager of ConvergeHEALTH and a principal with Deloitte Consulting. In addition to his role at ConvergeHEALTH, Brett serves on the board of directors of the tranSMART Foundation, and the external advisory boards of both the University of Pennsylvania’s Center for Medical Ethics and Health Policy and the Jefferson School of Population Health. He was also a board member of the Personalized Medicine Coalition for six years. Prior to joining ConvergeHEALTH, Brett was the senior director for global business development and strategy at Oracle Health Sciences, and a business unit executive in IBM’s health care and life sciences business. Brett is a graduate of The Pennsylvania State University.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Patrick Johnson
Audit Manager of Deloitte
Patrick Johnson is a senior leader with Deloitte Consulting’s Product Strategy and Life Cycle Management Practice, focusing on clients across industries such as High Tech, Medical Devices, Consumer Goods, and Heavy Construction. He has over 20 years’ experience helping global organizations integrate tools and technologies into tailored business processes to improve operations, reduce time to market, and increase business margins. Patrick has a background in Automotive Engineering and Product Development backed by a degree in Mechanical Engineering from GMI Engineering and Management Institute (Kettering University) and a MBA from DePaul University.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Craig Astrich
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Peter Fritz
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Kelsey Carvell
Sr Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Loucif Kharouni
Sr. Manager – Global Threat Intelligence of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Preeti Pincha
Lead Senior Manager – Strategy & Transformation of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Reza Rizvi
Manager, Hosting Services Automation at Deloitte of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Steve Herczeg
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Folashade Butler
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Sean Wilson
Cloud Project Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Puneet Bhargava
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Gaurav Khurana
Program Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Andrew Carey
Manager of Deloitte
Andrew Carey is responsible for Deloitte’s on-premise infrastructure and leads strategy development of their private cloud infrastructure. His prior responsibilities included design of go-to-market solutions for various lines of business, data center consolidation, and relocation of their primary and secondary data centers – including architecture and build-out. His Information Technology strategies ensure Deloitte is positioned at the leading edge of technology. Reduction of Deloitte’s environmental footprint, maximizing performance, and improved cost efficiency are critical components of his strategy. Andrew is sought out by Deloitte’s engagement teams as a trusted advisor for their client technology needs.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Leslie Henry
Manager of Deloitte
Leslie Henry is a Vice President at Bank of America and has been with the bank since 2003. She is PMP certified and has been in various roles throughout her career within Information Security, IT project management and process management. Leslie is also an award winning Diversity and Inclusion leader at Bank of America who has served as co-chair for the Bank’s LGBT Employee network in Chicago. She also sits on the Global Technology and Operations LGBT Advisory Council and the Global Information Security Diversity and Inclusion Council. In the past, Leslie has served on the Boards of Girls in the Game and The Victory Fund. Leslie is an active volunteer in her community. She currently serves as the co-founder/co-chair for Lambda Legal’ s Women’s Diversity Council and is on the Advisory Board for Lesbians Who Tech. In her down time, Leslie is an active biker, swimmer, golfs, participates in martial arts and a photographer. She enjoys spending time with her wife and dogs, and loves to read. Leslie and Jennifer live in Chicago and have two dogs, Faith and Francis.
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Turner Roach
Senior Marketing Manager, New York Marketplace of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Beth Hayes
Senior Manager of Deloitte
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About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Jake Nibley
Finance Manager of Tola Capital
Jake Nibley is currently the Finance Manager of Tola Capital. He is a finance professional with FP&A experience spanning both Fortune 50 and hyper-growth companies. His career has been fueled by a passion for technology and curiosity to deeply understand the financial underpinnings of business models. Most recently, Mr. Nibley was the finance lead for the Customer Experience product line at Qualtrics where he supported both revenue and OPEX planning. Prior to that, Mr. Nibley was deeply engaged with Microsoft’s Commercial Office 365 business where he supported M&A, strategic partnerships, addressable market analysis, and product roadmap planning. He joined Microsoft as an analyst in the Finance Rotation Program, working with the sales, accounting, strategy, and engineering organizations. Mr. Nibley graduated from the University of Washington with a concentration in Finance. While completing his undergraduate degree, he interned at both private and public companies, including Amazon where he supported the launch of their app store business.
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About Tola Capital, Tola Capital: Tola Capital is a venture capital firm that invests globally in enterprise software companies across multiple stages.
Brad Howlett
Manager, Finance & Operations of Sands Capital
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About Sands Capital: Sands Capital is an investment manager who seeks to invest in technology and life sciences businesses from Series A through public listing..
Anthony Sinatra
Vice President, Global Program Lead and Senior Technology Program Manager of Morgan Stanley
Anthony Sinatra is currently the Global Program Lead for Surveillance Analytics Technology at Morgan Stanley which has key focus on bringing Big Data and Advanced Analytics to the trade surveillance space. Previously, he served as the Lead Delivery Manager for the AML Transaction Monitoring program. He has over 15 years of experience in Financial Services technology and over 10 years of experience in Compliance.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Glenn Dinetz
Sr. Program / Project Manager of Morgan Stanley
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About Morgan Stanley, Rutgers University: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Katy Zhao
TitleSenior Vice President | Senior Portfolio Manager | International Client Advisor of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Alex Pancoe
Associate Vice President, Financial Advisor, Portfolio Manager of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Mario Alvarez
Global Account Manager – Commercial of Flywire
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About Bounce, Flywire: Flywire is a global payments enablement and software company.
Liz Ridge
Manager Of HR & Learning and Development of Finix Payments
SPHR certified HR lady with a passion for scaling businesses, making people laugh, & cardigans. Love me some cardigans.
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About Finix Payments: Finix Payments is a fintech company that develops a payment processing platform for businesses.
Tyler Green
Senior Engineering Manager of Vise
Tyler is an engineer and urbanist passionate about solving challenging problems with positive impacts on our cities and the people who call them home.
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About Transit Techies NYC, Vise: Vise is an AI-driven portfolio management platform for financial advisors.
Mayuri Lakhani
Software Development Manager of Susquehanna International Group (SIG)
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About Susquehanna International Group (SIG): SIG is a global quantitative trading firm committing its own capital to trade financial products around the world.
Kathy Yager
Manager Investor Services of Spectrum Equity
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About Spectrum Equity: Spectrum Equity, a private equity firm, provides capital and strategic support to internet, software, and information services companies.
Maureen Sullivan
Investor Relations Manager of Spectrum Equity
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About Spectrum Equity: Spectrum Equity, a private equity firm, provides capital and strategic support to internet, software, and information services companies.
Dorothy Lee
Tax Manager of Spectrum Equity
Dorothy joined Spectrum as Tax Senior in June 2005. She focuses on tax compliance and planning. Prior to joining Spectrum, she was with Deloitte & Touche in San Francisco and has experience in the real estate, venture capital and private equity industries.
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About Spectrum Equity: Spectrum Equity, a private equity firm, provides capital and strategic support to internet, software, and information services companies.
Kapil Singh
Partner and Portfolio Manager of Ares Management
Kapil Singh is a partner and portfolio manager at Ares Management.
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
Phillip Gross
Co-Founder, Managing Director & Portfolio Manager of Adage Capital Management
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About Adage Capital Management, Strategic Grant Partners: Adage Capital Management focuses on managing S&P 500 assets predominantly for endowments and foundations.
Gunther Bright
Executive Vice President and General Manager, U.S. Large Market and Global Client Group of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Travis Tran
Senior Manager, Global Strategy & Capabilities of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Hekla Helgadottir
Technical Project Manager of American Express
Hekla Helgadottir joined American Express as a Technology Summer Intern in 2016, taking on the role of Java developer and adding features to internal tools. She graduated with a degree in Computer Science with a minor in Management from University College London in 2017 and joined American Express through the Technology Graduate scheme, serving as a UX designer, project manager, and engineer working on internal tools and supporting the American Express Travel and Lifestyle Services business. Recently Hekla took on a full-time employee role in American Express’ Burgess Hill office. Her daily tasks involve helping her technology team perform at their best, removing impediments and coaching team members, and ensuring agile principles are followed. Outside of her daily tasks, Hekla takes part in various activities, such as setting up a programming workshop, called Hive, for children. She also is a committee member for the Women in Technology employee network at American Express. She also sits on the board of directors for CoderDojo London, a non-profit organisation specialising in providing free coding workshops for children from all backgrounds, free of charge.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Alexandra Makreas
Senior Marketing Manager of Salesforce Ventures
Alexa Makreas is the senior marketing manager at Salesforce Ventures.
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About Salesforce Ventures: Salesforce Ventures invests in the next gen of enterprise tech to help companies connect with their customers in entirely new ways.
Sarah Recinos
Office Manager and Executive Assistant of Sierra Ventures
Sarah joined Sierra Ventures in 2004 and is responsible for the day to day office operations of the firm. She partners with HR as the benefits and payroll manager and oversees accounts payable and the Front Office Coordinator. Sarah also provides executive support for one of Sierra Ventures’ Managing Directors and the Operating Partner. Sarah has a background as an Administrative Assistant and Receptionist at Linden Research (the producer of Second Life) where she provided support to the marketing and finance departments. Sarah holds a BS in Biology from Stephens College and a Certificate of Human Resource Management from Keller Graduate School. In her personal time, Sarah travels with friends & family.
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About Sierra Ventures: Sierra Ventures is an early-stage venture firm investing globally with a focus on next generation enterprise and emerging technologies.
Mason Windatt
Accounting Manager of 137 Ventures
Mason Windatt currently works as the Accounting Manager for 137 Ventures. He previously worked at Standish Management, LLC as the Fund Controller.
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About 137 Ventures: 137 Ventures is a growth stage venture fund with an innovative secondary investment structure.
Vivian Jane Smith
Communications Manager of Swarm Fund
Vivian Jane Smith is a communications manager at Swarm Fund.
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About Swarm Fund: Swarm Fund is the blockchain for private equity, opening up access to the new digital economy.
