I have roughly 20 years of diverse experience in the investment management and fintech industries. I am passionate about the role technology is playing in shaping our field and am a big believer in data. Recently we announced the launch of Goodbrand.io a full-service marketing agency focused on ...more

I have roughly 20 years of diverse experience in the investment management and fintech industries. I am passionate about the role technology is playing in shaping our field and am a big believer in data. Recently we announced the launch of Goodbrand.io a full-service marketing agency focused on growing B2B businesses. Prior to that, at Atom, I headed up data analytics and worked closely with our managers and data partners. My role was to source, evaluate, and onboard vendors and, through proprietary analysis, extract data signals from a vast array of alternative data sources. I am the co-founder of Novus, a leader in portfolio intelligence with hundreds of institutional clients, later acquired by SEI. I currently work with investment management firms and advise FinTech companies and start-ups focused on growth through content marketing. My work and writing have been featured in Forbes, The Economist, and Institutional Investor, as well as several influential books and articles.less