Our Team

Pioneering web data for investment research

The YipitData team has spent over 7 years perfecting its collection and analytical techniques and methodologies, providing the most reliable web data analytics and services in the market. The entire process is owned and maintained in-house by engineers, data analysts, and experienced buy-side and sell-side research analysts. The result is a one-of-a-kind integrated research and data service rooted in proprietary datasets and infrastructure.

Differentiated Data Sources

Web data provides a strong foundation on which to build research and analytics intelligence. Web data is unbiased and published directly by companies and governments, yielding a high degree of accuracy.

Systems Infrastructure

YipitData has created highly scalable and transparent systems that yield accurate and integral results across the entire coverage portfolio. Data analysts can very quickly identify new data sources and build the necessary infrastructure to collect reliable and consistent data.

Analytics and Intelligence

Dedicated product teams ensure the accuracy, clarity, and consistency of the datasets, while research analysts deliver data updates, trends, key takeaways, deep-dives, and more for each company in the portfolio.

Our Backgrounds

  • Harvard
  • Princeton
  • MIT
  • UPenn
  • Stanford
  • Columbia
  • Yale
  • NYU
  • University of Sydney
  • Dartmouth
  • HEC Paris
  • Cornell
  • Duke
  • Georgetown
  • U. of Chicago
  • University of Virginia
  • Brown
  • George Washington University
  • The Blackstone Group
  • Goldman Sachs
  • Bloomberg
  • JP Morgan
  • Morgan Stanley
  • Citigroup
  • Wilson Sonsini Goodrich & Rosati
  • Bank of America
  • EZE Software Group
  • Credit Suisse
  • Macquarie Group
  • Barclays
  • S&P
  • UBS
  • PIMCO
  • Oliver Wyman
  • Deustche Bank
  • NERA

Leadership

Vinicius Vacanti

Founder, CEO & President

Previously worked at Quadrangle and The Blackstone Group. Graduated from Harvard College with a degree in Applied Math.

Steve Pulec

CTO

Previously worked at CUNA Mutual Group. Graduated from University of Wisconsin – Madison with a degree in Computer Science and Applied Mathematics.

James Hart

CRO

Previously worked at Experian in the United States and Australia in their sales division. Graduated from University of Technology Sydney with a degree in Business.

Eric Lesser

CFO

Previously worked at Payoneer. Graduated from the Wharton School at the University of Pennsylvania with a degree in Economics 

James Farner

VP of Engineering

Previously the Lead Engineer for Equity Backtesting Products at Bloomberg. Graduated from Washington University in St. Louis where he studied Finance, Accounting, & Computer Science.

Jordan Milan

VP of Product

Previously was a High Yield Trading Analyst & Research Analyst at Barclays. Graduated from Harvard College with a degree in Economics and minor in Statistics.

Daniel Pellegrinelli

VP of Research

Previously worked at Goldman Sachs, covering the Communications Services industry. Graduated from George Washington University with a degree in Economics.

Isaac Wyse

VP of Operations

Previously worked in Sales and Account Management Operations at S&P Global Market Intelligence. Graduated from Eastern Mennonite University with a degree in Business and minors in Economics and Accounting.

Travis Wittenburg

VP of Marketing

Previously was CMO at Exact Data, a marketing tech company. Graduated from Indiana University Bloomington with a degree in Journalism and minors in Marketing, Entrepreneurship, and Small Business Management.

Stephen Luban

VP of Product Development

Previously worked as a Data Analyst at Tybourne Capital. Graduated from Columbia University with a degree in Philosophy and Psychology.

Engineering

Andrew Gross

Director of Engineering

Previously led the integration of Amazon Web Services into the infrastructure at Quality Health. Graduated from Cornell University with a degree in Applied Engineering Physics.

Hugo Lopes Tavares

Director of Engineering

Previously was an engineer for Globo.com. Authored, coauthored, and contributed to opensource projects including: pip, the Python package installer, splinter, should-dsl, and others. Authored the book Redis Essentials.

Jim Shields

Senior Software Engineer II

Previously worked at Novus on their Analytics team. Graduated from Fordham University with a degree in Finance and Economics and attended Hacker School to focus on Python and Web Development.

Robert Muldoon

Engineering Manager

Previously worked in Equity Capital Markets at Credit Suisse, covering the Technology, Media and Telecom sector. Attended the software engineering program at Fullstack Academy. Graduated from Boston College with a degree in Finance. Earned the CFA designation.

Annie Holladay

Software Engineer II

Previously worked at Carnegie Mellon University as a graduate Student in the Robotics Institute. Graduated from Massachusetts Institute of Technology with a degree in Computer Science and Electrical Engineering.

Wei Lu

Senior Software Engineer

Previously worked as an engineer at an ad tech startup and, previously, at a mobile consumer startup.

Sam Larson

Lead Sales Engineer

Previously the Head Economic Research Analyst for the US Department of Justice, Antitrust Division. Graduated from Stanford University with a degree in Public Policy.

Jessie Nadler

Senior Software Engineer II

Previously worked as a mechanical engineer at Ultra Electronics & 3 Phoenix. Attended the Web Development program at the Flatiron School. Graduated from Duke University with a degree in Mechanical Engineering.

Sam Narisi

Software Engineer III

Previously worked as a content writer for Fino Consulting. Attended the software engineering program at Fullstack Academy. Graduated from Saint Joseph's University with a B.A. in English.

Anup Segu

Senior Software Engineer

Previously worked as a Leveraged Finance Analyst at Citigroup. Attended the software engineering program at App Academy. Graduated from Indiana University with a B.S. in Finance and a B.A. in Mathematics and Economics.

Angely Philip

Software Engineer III

Previously interned as a software engineer at J.P. Morgan and PwC. Graduated from Indiana University with a B.S. in Computer Science. 

Edward Goo

Software Engineer III

Previously worked as an Assistant Vice President at GCM Grosvenor. Attended the software engineering program at Fullstack Academy. Graduated from Syracuse University with a degree in Finance and Accounting.

Ian O'Boyle

Software Engineer II

Previously worked as an engineer at an education and fitness startup. Graduated from Rensselaer Polytechnic Institute with a B.S. in Computer Science

Charles Park

Software Engineer III

Previously worked at EAI Technologies as a software engineer, helping build enterprise applications. Graduated from Macalester College with a B.A. in Computer Science and Applied Mathematics.

Priyam Sarma

Software Engineer II

Previously worked in consulting as a Technical Architect for Accenture. Attended the Web Development program at the Flatiron School. Graduated from Cornell University with a degree in Materials Science and Engineering.

Conor Reid

Software Engineer II

Previously worked in data engineering at Bloomberg. Graduated from The College of New Jersey with a degree in Economics and History.

Brian Kim

Software Engineer II

Previously worked on the investment teams at venture capital and private equity firms in Asia. Graduated from Washington University in St. Louis and Phillips Exeter Academy.

Michael Lin

Software Engineer I

Previously worked in the environmental and product liability practice at Bates White Economic Consulting. Graduated from Duke University with a degree in Mathematics and Statistical Science, and a minor in Computer Science.

Hillevi Eklöw

Solutions Engineer

Previously interned as a Safety Analyst at Ringhals Nuclear Power Plant in Sweden. Graduated from Long Island University C.W. Post with a degree in Applied Mathematics with Computer Science.

Brandon Ngai

Product Manager, Data Experience

Previously worked in campaign management, solutions, and product, at Vistar Media, an ad tech startup. Graduated from Drexel University with a degree in Political Science.

Data and Analysis

Charles Nairn

Director of Product

Previously worked in the securities and finance practice at NERA Economic Consulting. Graduated from Dartmouth College with a degree in Economics and Mathematics.

Jacqueline Goldman

Director of Product

Previously worked in the intellectual property and antitrust practice at NERA Economic Consulting. Graduated from Brown University with a degree in Economics and Psychology.

Ipek Nergiz

Senior Data Product Analyst

Previously worked as a valuation analyst at KPMG. Graduated from Lehigh University with bachelors in Electrical Engineering and Integrated Business & Engineering and masters in Analytical Finance.

Dylan Payne

Senior Data Product Analyst

Previously worked as a management consultant at Oliver Wyman. Graduated from Dartmouth College with a degree in Engineering Sciences and Economics.

Kan Chen

Senior Data Product Analyst

Previously worked at Bank of America Merrill Lynch. Graduated from MIT Sloan with a Master of Finance degree and completed a B.A. in economics and mathematics at University of Virginia.

Carl McEncroe

Senior Data Product Analyst

Previously worked as an Engineering Manager at Jarvik Heart. Graduated from the University of Sydney with Bachelors in Biomedical Engineering and Commerce with majors in Finance and Econometrics.

William Mensch

Senior Data Product Analyst

Previously worked at Stout Advisory. Graduated from the University of Virginia with a degree in Commerce. Earned the CFA designation.

Robbie Sheehy

Data Product Analyst

Previously worked at Blue Ridge Capital as a data analyst. Graduated from Pace University with an MBA in Financial Management and Manhattanville College with a BA in Finance and Communication.

Abigail Sarikas

Data Product Analyst

Previously worked as an Internal Audit Analyst at Morgan Stanley. Graduated from the University of Michigan's Ross School of Business with a BBA in Finance and a BA in English.

Julia Yue

Data Product Analyst

Previously worked in Equity Research at J.P. Morgan. Graduated from Princeton University with a degree in Molecular Biology.

Will Treichler

Data Product Analyst

Previously worked at the New York Stock Exchange in the trading technology division. Graduated from Colgate University with degrees in Economics and Political Science.

Chase Grund

Data Product Analyst

Previously worked as a trading risk analyst at NextEra Energy Resources. Graduated from the University of Miami with a BSBA in Finance.

Binyomin Swerdlik

Data Product Analyst

Previously worked as an Analyst at Beechwood Re, developing annuity products. Graduated from Baruch College with a degree in Actuarial Science.

James Chao

Data Product Analyst

Previously worked at Bank of America Merrill Lynch and Citigroup. Graduated from Cornell University with a Masters in Financial Engineering and McGill University with a degree in Finance and minor in Mathematics. Passed all three levels of the CFA program.

Matt Ordway

Data Product Analyst

Previously worked at IBM as a Senior Consultant, focusing on data strategy and digital transformation engagements. Graduated from Duke University with a B.A. in Public Policy and minor in Economics.

Joon Kim

Data Product Analyst

Previously worked as a Product Manager at Lenovo. Graduated from Columbia University with a BS in Financial Engineering.

Melvin Shieh

Data Product Associate

Previously was an Equity Research Analyst at Bank of America Merrill Lynch covering the marine shipping sector, with prior experience in private equity and investment banking. Graduated from Emory University with a BBA in Finance.

Khalid Hassan

Data Product Analyst

Previously worked in the Finance and Antitrust practices at Bates White Economic Consulting. Graduated from the University of Virginia with a BA in Mathematics and Economics.

Shun Zenda

Data Product Analyst

Previously worked in analytics at Vistar Media, an ad tech startup. Graduated from the University of Virginia with a degree in Psychology.

Gates Cao

Data Product Analyst

Previously interned as a summer analyst at J.P. Morgan. Graduated from Northwestern University with a B.A. in Statistics and Economics. 

Yujung Rho

Data Product Associate

Previously worked as a Rotational Analyst at Capital One. Graduated from Northwestern University with a BA in Statistics and Economics.

Tyler Hartsfield

Data Product Associate

Previously worked in the enterprise strategy and transformation division at the MITRE Corporation. Graduated from Vanderbilt University with a degree in Economics, Political Science, and Spanish.

Jeffrey Ho

Data Product Associate

Previously worked at Societe Generale as an associate. Graduated from Macaulay Honors College at Baruch College with a B.B.A. in Statistics and Quantitative Modeling.

Richard Choi

Data Product Associate

Previously worked at PwC Strategy& (formerly Booz and Co.). Graduated from Princeton University with a degree in Public and International Affairs.

Muci Yu

Data Product Associate

Previously interned as a summer analyst at Jones Lang LaSalle. Graduated from New York University with a M.S. in Urban Data Science.

Ben Ou

Data Product Associate

Previously worked as an Analyst at Citigroup. Graduated from the University of Miami with a BSBA in Finance and Accounting. Earned the CFA Designation.

Ying Zhou

Data Product Associate

Previously worked in customer insights at Albatross CX. Graduated from University of Rochester with a MS degree in Business Analytics.

James Schallert

Data Specialist

Previously worked as Machine Learning Research Assistant at Albany Lab for Privacy and Security.  Graduated from University at Albany with a Bachelor of Science Majoring in Computer Science and Applied Mathematics, concentration in Data Analysis.

Kyuhoon Kim

Data Specialist

Previously worked at Value Asia and Mirae Asset Daewoo. Graduated from Vanderbilt University with a B.S. in Computer Science and double-majored in Economics. 

Yiming Wang

Data Specialist

Previously worked at Blackrock. Graduated from University of Pennsylvania with a Masters in Systems Engineering and the Ohio State University with a degree in Accounting. 

Antonio Ye

Data Specialist

Previously worked as a data science intern at an ecommerce tech startup. Graduated from Columbia University with a M.S. in Business Analytics and from Rice University with Bachelors in Economics.

Ningyan Mao

Data Specialist

Previously worked as an analyst in Euromonitor. Graduated from University of Maryland with a M.S. in Business Analytics and from Jilin University with Bachelors in Finance and Computer Science.

Kristen Hill

Data Specialist

Previously worked at Wayfair in the United States and Germany. Graduated from Colgate University with a degree in History and Spanish.

Nicholas Cote

Data Specialist

Previously worked as an Analyst at Citigroup covering Technology and Communications. Graduated from Boston College with a degree in Finance and Economics.

Joshua Wilder

Data Specialist

Previously interned as a Data Analyst at MongoDB. Graduated from the University of Connecticut with an MS in Business Analytics and Project Management, and previously from the University of Pittsburgh with a BSBA in Finance.

Jeffrey Chen

Data Specialist

Previously interned as a Data Scientist at Tempus. Graduated from Columbia University with a Masters in Biomedical Engineering.

Jack Morsches

Data Specialist

Previously worked as a commodity trader at Rabobank. Masters in Data Science candidate at Northwestern University. Graduated from the University of Virginia with a degree in Commerce. Earned the CFA designation.

Blair Li

Data Specialist

Previously interned at Yinhua Fund Management. Graduated from Barnard College of Columbia University and double-majored in Economics and Psychology.

Paulina Gazin

Data Specialist

Previously interned at Bloomberg Associates. Graduated from University of Pennsylvania with a degree in Earth Science and minors in Biology and Sustainability.

Ryan Dunham

Data Specialist

Graduated from Colgate University with a degree in Computer Science and a minor in  Applied Mathematics. 

Benjamin Thomas

Data Specialist

Previously worked at the United Nations Global Compact as a Strategic Development Intern, focusing on corporate sustainability. Graduated from New York University with a B.A. in Economics and minor in Environmental Studies.

Jingwen Liu

Data Specialist

Previously interned at Reuters as a news researcher. Graduated from UC San Diego with a Master of Chinese Economic and Political Affairs and from Renmin University of China with a BA in History. 

Siddharth Suresh

Data Specialist

Previously worked as a Data Science Intern at Capital One and as an Analyst in deal advisory services at BDO. Graduated from University of Virginia with an MS degree in Data Science.

Weston Head

Data Specialist

Previously worked as a Research Analyst for the Economic and Policy Assessment Group at The Institute for Transportation Research and Education. Graduated from North Carolina State University with a Masters degree in Economics.

San Ha Kim

Data Specialist

Graduated from Boston University with a degree in Biomedical Engineering.

Cole Bowser

Data Specialist

Previously worked at Deloitte Consulting in Strategy and Operations. Graduated from the University of North Carolina at Chapel Hill with a B.S. in Business Administration and Economics

Yang Meng

Data Specialist

Previously worked as an Associate at the Statistics Department, Columbia University. Graduated from Columbia University with an M.A. in Statistics and from Zhejiang University with a Bachelor in Statistics.

Brian Colton

Data Specialist

Previously worked at StockX as a Product Analyst Intern, and at 1010data as a Pre-Sales Engineering Intern. Graduate from the Ross School of Business at The University of Michigan with a BBA in Business Administration and Minor in Computer Science.

Josh Maccabee

Director of Product, Corporate

Previously worked at a global event ticketing startup and at Rothschild in their Mergers & Acquisitions group. Graduated from Johns Hopkins University with a degree in Economics.

Stephen Lento

Director of Partnerships

Previously worked in Investment Banking at Goldman Sachs. Graduated from Skidmore College with degrees in Business and Psychology.

Alec Mok

Strategic Partnerships Associate

Previously worked in management consulting with a focus on financial services. Holds a BBA and MS from HKUST and Columbia University.

Jenny Liu

Director of Research

Previously worked at JP Morgan providing investment analytics and consulting services to large institutional investors. Graduated from Princeton University with a degree in Economics and a certificate in Finance.

Ted Peikidis

Research Analyst

Previously worked in equity research at Integre Asset Management. Graduated from Pennsylvania State University with a degree in Finance.

Sidak Singh

Research Analyst

Previously worked as an investment professional at Concord International Investments. Graduated from the Tuck School of Business at Dartmouth with a Masters in Business Administration, and the Indian Institute of Technology, Delhi, with a Bachelors and Masters in Technology

Nathaniel Harmon

Research Analyst

Previously worked as a Project Manager at Guidepoint. Graduated from Vanderbilt University with a degree in Economics and minors in Corporate Strategy and Financial Economics. 

Chad Horner

Research Analyst

Previously worked as a Portfolio Associate at PIMCO. Graduated from Princeton University with a degree in Operations Research and Financial Engineering and certificates in Computer Science and Finance.

Steve Tao

Research Analyst

Previously worked at Brentwood Capital Advisors. Graduated from Carnegie Mellon University with a Master in Computational Finance degree and completed his B.S. in commerce and mathematics at the University of Virginia.

Justin Yoo

Research Associate

Previously worked at Kensho Technologies as an Investment Analyst. Graduated from UC Riverside studying Finance and Pre-Med.

Serena Hong

Research Associate

Previously worked in Equity Research at Credit Suisse. Graduated from Barnard College of Columbia University with a degree in Economics.

Peter Martin

Research Associate

Previously worked at Select Equity Group. Graduated from Princeton University with a degree in Classics.

Avinash Danda

Research Associate

Previously worked in Equity Research at Northcoast Research. Graduated from Duke University with degrees in Biomedical Engineering and Economics.

Caleb Chung

Research Associate

Previously worked in investment research at Pacific Epoch. Graduated from the University of Toronto with a degree in Accounting.

Pavel Dekhman

Research Associate

Previously worked as a research analyst at Voya Investment Management. Graduated from SUNY Binghamton University with a degree in Management, concentrating in Financial Engineering and Global Management.

Gary Ascher

Research Associate

Previously worked in equity research at J.P. Morgan Asset Management. Graduated from the University of Maryland with a bachelors and masters degree in Finance.

Taylor Levy

Primary Research, Product Manager

Previously worked as a forum moderator for Third Bridge and at Citigroup in equity prime brokerage. Graduated from the University of Miami with a BSBA in Economics and Finance.

Finance, Legal, and Operations

Revenue

Jonathan Kelly

Senior Revenue Operations Manager

Previously worked as an International Mapping Operations Launcher at Uber. Graduated from University of Colorado at Boulder with a degree in Business Administration and an emphasis in Marketing.

Jordan Gaynes

Revenue Analyst

Previously worked at Deloitte Consulting in Strategy and Operations. Graduated from Wesleyan University with a B.A. in Psychology and Economics.

Sean Roe

Revenue Enablement Manager

Previously worked in Sales Training and Enablement at WeWork. Graduated from Millikin University with a degree in Journalism and Theater.

April Tan

Revenue Operations Associate

Previously worked at Easyship. Graduated from the Wharton School at the University of Pennsylvania with a degree in Economics.

Nico Wada

Content Strategist

Previously worked at OMD on the Digital Investment team.  Graduated from McGill University with a degree in Economics and Philosophy.

Jeremy Wawn

Director of Client Strategy

Previously worked in US Equity Derivatives at Canaccord Genuity in NYC.  Graduated from Macquarie University with a Masters in Applied Finance and The University of Sydney with a degree in Economics.

Henry Li

Senior Client Strategy Manager

Previously worked at Lynk Global in their Client Solutions division in Hong Kong. Graduated from the University of Manchester with a BSc in Psychology.

Noah Gup

Senior Client Strategy Manager

Previously worked at Third Bridge in Global Equities. Graduated from Wesleyan University with a degree in Government and College of Letters.

Yang Yang

Senior China Product Analyst

Previously worked as an Analyst at Canadalife Investments and JPMorgan Asset Management. Graduated from Peking University with a Masters in Finance and Economics.

 

Dakota Doukas

Senior Client Strategy Manager

Previously worked as a Manager at AlphaSights on their Consulting segment. Graduated from Tulane University with a dual degree in Finance & Marketing.

Mengjia Yan

Client Strategy Manager

Previously worked at AlphaSights, covering the consulting client segment for Greater China. Graduated from the University of Hong Kong with a degree in Economic and Finance.

Julie Chen

Client Strategy Manager

Previously worked at HSBC in Corporate Banking. Graduated from The University of Melbourne with a degree in Finance and Economics. 

Jonathan Foo

Sales Associate

Previously worked at AlphaSights. Graduated from Duke University with a Masters of Management.

Benjamin McIntosh

Client Strategy Manager

Previously a Director of Account Management at Primary Insight. Graduated from the University of South Carolina with a degree in Biological Sciences.

Connor Chabot

Client Strategy Manager

Previously worked as a Senior Associate at Third Bridge Group. Graduated from Colgate University with a degree in Political Science.

Bryan Tsui

Director of Sales, APAC

Previously worked at Bloomberg L.P. and Yuanta Asset Management in Hong Kong. Graduated from The University of Edinburgh with a MA in Economics and Accounting.

Tom Ruello

Director of Sales

Previously worked in institutional equity sales at Euroz Securities in Perth, Australia. Graduated from the University of Western Australia with a B.Com in Finance, and from the Curtin University of Technology with a Graduate Diploma in Mineral Exploration Geoscience.

Justin Harkness

Director of Sales

Previously worked in hedge fund sales at Bloomberg L.P.. Graduated with a degree in Business Administration from the University of San Diego and an MBA from Columbia Business School.

Sam Bergen

Senior Sales Executive

Previously worked leading sales on the west coast for AlphaSense, and prior to that buy-side sales at Bloomberg L.P. Graduated from University of San Diego with a degree in Finance.  

Robert Lindon

Senior Sales Executive

Previously worked in Business Development at Eze Software Group. Graduated from Bates College with degrees in History and French.

Pavitra Duggal

Senior Sales Executive

Previously worked in Business Development at Hedgeye and before that worked as a Consumer Practice Leader at the Gerson Lehrman Group.  Before GLG, worked in investment banking for 6.5 years at JPMorgan.  Graduated from Northwestern University with a degree in Economics & Communication Studies

Colm Browne

Sales Executive

Previously worked in Business Development for Proseeder Technologies. Graduated from Dublin Institute of Technology with a Masters in Business & Entrepreneurship, and from University College Dublin with a Masters and BA in Urban Planning.

Alex Pinsky

Sales Executive

Previously worked in enterprise sales at Bloomberg L.P. selling into their largest asset management and insurance clients across the United States. Graduated from Hobart College with a degree in American History and a minor in Economics 

Zach Emmett

Business Development Executive

Previously worked for Fox River, a broker-dealer of FIS. Graduated in 2015 from NJIT

Evan Milas

Business Development Executive

Previously worked in Hedge Fund Sales at Bloomberg L.P. Is a Certified Alternative Investment Analyst (CAIA) charter holder. Graduated from Quinnipiac University with a degree in Political Science and a minor in Economics.

Bill Gottlieb

Sales Executive

Previously worked in sales at Bloomberg LP. Graduated from American University with a degree in Economics and International Studies. 

Lomond Davis

Sales Executive

Previously worked at Citigroup as an International Equity Research Salesperson. Graduated from the University of Sydney with a degree in Commerce, and from Columbia Business School with an MBA. 

Daniel Zellar

Sales Executive

Previously worked in sales at Groupon. Graduated from Miami University with a degree in Economics and a minor in Data Analytics.

Shane O'Connor

Sales Executive

Previously worked for Hamlyn Williams in Quantitative Analytics Recruitment and Business Development. Graduated from Dublin Institute of Technology with a Masters in Strategic Management and a BA in Business Studies.

Randi Grummer

Sales Executive

Previously worked at SoulCycle as a National Account Executive on the Corporate Partnerships team. Graduated from The University of Miami with a degree in Advertising & International Relations and a minor in Business Administration.

Aidan O'Rourke

Business Development Manager

Previously worked at AlphaSights in their Consulting segment. Graduated from Boston College with a degree in Economics and History. 

TJ Thaler

Business Development Manager

Previously worked in Institutional Relationship Management at The Bank of New York Mellon. Graduated from the College of Charleston with a B.A. in Arts Management.

Katherine Poliakoff

Business Development Manager

Previously was a Research Manager at Guidepoint Global and an Analyst at Medical Marketing Economics LLC. Graduated from Rutgers University with a degree in Economics and History.

Jessica Kelly

Business Development Manager

Previously worked in sales at Michael Page within Technology. Graduated from Villanova with a Bachelors in Economics and Double Minor in Art History and Communication. 

Brenan Chiulli

Sales Associate

Previously worked as a Research Manager at Guidepoint Global. Graduated from Towson University with a degree in Business Administration, concentration Finance.

Braden Scales

Client Strategy Associate

Previously worked at Third Bridge in Global Equities. Graduated from the University at Buffalo with a degree in International Business and Finance.

Gavin Daugherty

Client Strategy Associate

Previously worked in political and economic research at The Consortium for Capacity Building. Holds a BA from the University of Colorado Boulder and an MSc from The London School of Economics and Political Science (LSE).

Areeta Shah

Client Strategy Associate

Previously worked at AlphaSights in their consulting segment. Graduated from Emory University with a degree in Film, Media, and Management. 

Spencer Attia

Client Strategy Associate

Previously worked as an Account Executive at Vettery . Graduated from Columbia University with a Degree in Statistics.

Ryan Ott

Sales Development Representative

Previously worked at Managed by Q (A WeWork Company). Graduated from New York University with a B.S. in Media, Culture, & Communications, concentration in Technology.

Gabriella Koontz

Sales Development Representative

Previously worked at Selby Jennings as a Financial Technology Consultant. Graduated from University of Washington

Alexander Weselcouch

Sales Development Representative

Previously worked at Pared. Graduated from Lasell University with a degree in Exercise Science.