| Christopher Betz - Founder, President & CEO |
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20+ years experience on Wall Street covering traditional institutional and alternative investors in equity sales, trading, research, and technology for Morgan Stanley, Deutsche Bank, and Salomon Brothers. At Morgan Stanley and Deutsche Bank, he led several initiatives to develop research distribution and CRM platforms. He also participated and led several industry standards-setting initiatives including FIX, RIXML, and XBRL. |
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| Dan Lancellotti - Managing Director, Sales & Marketing |
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25+ years experience in the financial services industry; the last eight as Global Head of Capital Introductions for Citi where he founded the department and grew it to 20 professionals based worldwide. His prior responsibilities included heading units in trading, sales, risk management, and systems development predominantly in the fixed income markets at Citi's predecessor firms and Interactive Data Corporation. |
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| Harmeet Bharara - Chief Technology Officer |
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19+ years experience in building organizations and products for financial services firms. He has led several initiatives in equity research distribution, sales, trading, compliance, and infrastructure for Deutsche Bank, Morgan Stanley, JP Morgan, Scient, Cambridge Technology Partners, Oracle and others. |
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| James Dunn - Director, Business Development |
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13+ years equity and fixed income financial services experience in sales, trading, portfolio management and strategic business development for Bank of America, Fleet Bank and Quick & Reilly. |
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| Lorraine Giordano - VP, Product Development |
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13+ years in financial services in sales, relationship management and product development for Fleet Bank, Merrill Lynch and Checkfree Investment Services. |
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| Patrick Lynch |
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Currently CEO Advanced Financial Applications and President, CEO at Perpetual Storage, Inc. Formerly President, CEO, SunGard/BRASS; President, CEO, Sector Inc.; Prior executive positions at ING Barings, Morgan Stanley, Salomon Brothers, James Capel, Bridge Information Systems. |
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| Leigh Michl |
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Partner Candescent Partners; Partner Advent International; former Managing Partner Ascent Venture Partners, Ultimus, WageWorks, OpenService, kSaria Corporation; Former President Mad River Glen Co-operative. Berklee College of Music Trustee Investment Committee, Advisory Council. |
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| Ameet Shah |
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Currently founding Partner & Chairman, Mosaic Capital Advisors; Managing Partner, Mosaic Private Equity Funds. |
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| Jeffrey Parker |
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Currently Venture Partner, Grand Banks Capital. Formerly Founder, Chairman & CEO, CCBN.com; former Chairman/CEO, Thomson Financial; Founder, Chairman & CEO of FirstCall |
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