The team that’s bringing comprehensive clarity to financial management

Our team is composed of the most brilliant minds in portfolio management and brings over 30 years of experience combined. Get to know the people that make investing easier for you.

Leadership
Gina-Sanchez
Gina Sanchez
Co-Founder, Chief Executive
Officer
A photograph of Gregory Hansen
Gregory Hansen
Co-Founder, Chief Technology Officer, Full Stack Engineer
Shannon-Lewis
Shannon Lewis
Co-Founder, Chief Revenue
Officer
A photograph of Suresh Kumar
Suresh Kumar
Co-Founder, Chief Innovation Officer
Team
Aditya-Mohan
Aditya Mohan
Head of Data Science
Kris Slawosky
Marketing Associate
A photograph of Steve DeLollis
Steve DeLollis
Front End Engineer
Mike-Bravo
Mike Bravo
Full Stack Engineer
Kevin-Abraham
Kevin Abraham
Data Science Developer
Deeya Verma
Product Analyst
Ashutosh Ekade
Data Science
Affiliated Partners
A photograph of Morgan Holmes
Morgan Holmes
Tax Advisor
Pyrix Financial
A photograph of Becky Brown
Becky Brown
Controller
Pyrix Financial
A photograph of Rocio Romero
Rocio Romero
UX Product Design
Qubika
A photograph of Magdalena Nobre
Magdalena Nobre
Marketing Product Design
Qubika
Filler Icon for missing photograph
Rajesh Goel
Full Stack Developer
Go Brilliant Solutions
Filler Icon for missing photograph
Yogesh Kumar
Full Stack Engineer
Go Brilliant Solutions
A photograph of Sarah Chambless
Sarah Chambless
Law Partner
Fenwick & West, LLP
Ankeet Ball
Law Associate
Fenwick & West, LLP
A photograph of Susan Robles
Susan Robles
Paralegal
Fenwick & West, LLP