About Us
About Us
Our leadership team is highly skilled and resourceful, with multiple decades of commercial experience building and leading global financial services companies.
We leverage deep industry knowledge, extensive and meaningful relationships, and the drive and experience to successfully execute programmatic outcomes with a clear vision and mission.
We pride ourselves on being adaptable and opportunistic, leveraging and thoughtfully prioritizing key constituent feedback, perpetually exploring avenues to improve our deliverables, and managing our business with a fiscally responsible, ownership mindset.
Our leadership team is highly skilled and resourceful, with multiple decades of commercial experience building and leading global financial services companies.
We leverage deep industry knowledge, extensive and meaningful relationships, and the drive and experience to successfully execute programmatic outcomes with a clear vision and mission.
We pride ourselves on being adaptable and opportunistic, leveraging and thoughtfully prioritizing key constituent feedback, perpetually exploring avenues to improve our deliverables, and managing our business with a fiscally responsible, ownership mindset.



Christopher Nero
Founder & CEO



Ernesto de la Fe
Senior Advisor & Director



David Pett
Chief Revenue Officer



Lisa Lee
Director- Technology



David Stefanick, CFA
Director- Investment Solutions



Marcus Steele
Director- Operations



Casey O’Connell
Director- Business Development
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