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

Co-Founder, Chief Executive
Officer

Gregory Hansen

Co-Founder, Chief Technology Officer, Full Stack Engineer

Shannon Lewis

Co-Founder, Chief Revenue
Officer

Team

Aditya Mohan

Head of Data Science

Kris Slawosky

Marketing Associate

Steve DeLollis

Front End Engineer

Ashutosh Ekade

Data Science

Kevin Abraham

Data Science Developer

Affiliated Partners

Morgan Holmes

Tax Advisor

Becky Brown

Controller

Rocio Romero

UX Product Design

Magdalena Nobre

Marketing Product Design

Rajesh Goel

Full Stack Developer

Yogesh Kumar

Full Stack Engineer

Sarah Chambless

Law Partner

Pablo Hernandez Romero

Associate

Justin T. Ferguson Pargal

Paralegal