I have dedicated my career to financial innovation. At first, my focus area involved ETFs and indices. Then, it involved transforming data into financial products. Now, I am fully dedicated to working with fintech companies of all sizes. For early-stage companies, I work with founders on ...more

I have dedicated my career to financial innovation. At first, my focus area involved ETFs and indices. Then, it involved transforming data into financial products. Now, I am fully dedicated to working with fintech companies of all sizes. For early-stage companies, I work with founders on business strategy and client development. I have also been a board member, consultant and advisor to companies focused on developing cutting-edge portfolio management tools, financial news solutions and financial data products. With larger organizations, I provide counsel on go-to-market and product development strategies. I have also helped to connect them to start-ups looking for capital or partnership opportunities. Areas of special interest include Direct Indexing, ETF innovation, blockchain applications for financial markets, and automated portfolio management.less