WHO WE ARE

Hans Morris

Managing Partner

Hans Morris is managing partner of Nyca Partners, a fintech VC in New York and San Francisco founded in 2014, and currently investing its third fund. He is the chairman of the board of Lending Club, and a board member of AvidXchange, Boomtown, Payoneer, and SigFig. From 2010 to 2014 he was managing director at General Atlantic, a global growth equity firm. From 2007 until 2010 he served as president of Visa Inc., and from 1980 until 2007, he worked at Citigroup in several operating and management roles, including CFO and head of finance, technology, and operations for Citi’s institutional businesses, COO of the investment bank, and head of the financial services group at Salomon Smith Barney. He is a trustee of the Public Theater in New York, and a former chairman of the boards of MASS MoCA and the Hopkins Center for the Arts at Dartmouth. He graduated from Dartmouth College.

Ravi Mohan, CFA

Partner & COO

Prior to joining Nyca, Ravi spent 25 years in global leadership roles at Citigroup and JP Morgan Chase, including heading bank capital market operations, corporate bank technology and operations, and KYC/AML operations, and leading large-scale strategic reengineering of the financial infrastructure. He is a graduate of Indian Institute of Technology and Asian Institute of Management.

David Sica

Principal

Prior to joining Nyca Partners, David was a Director at Visa, focusing on the merchant side of the business during a period of government regulation and new payment innovation. Before Visa, David worked at Merrill Lynch in Real Estate Investment Banking and Institutional Sales, specializing in emerging markets. David is a graduate of The George Washington University.

Sol Lee

Associate

Prior to joining Nyca, Sol was on the Payments team at Uber, focusing on analytics and optimization of card, cash and wallet disbursements and collections globally. Before Uber, Sol was an analyst  at Mastercard in Strategy & Analytics, working both on the issuer and merchant side of the business. Sol received her BBA from University of Michigan Ross School of Business.

Sumeet Singh

Associate

Prior to joining Nyca, Sumeet was an Analyst within BlackRock’s Portfolio Management Group, focusing on the fundamental credit platform. Sumeet functioned as a strategist, helping the client teams raise assets and the portfolio managers achieve alpha targets. Prior to BlackRock, Sumeet was a Co-founder of The Hilltoss, a salad and smoothie restaurant in Washington, DC. Sumeet received his BSBA from Georgetown University.

Samriti Pal

Analyst

Prior to joining Nyca, Sami was an Associate on Bank of America Merrill Lynch’s Equity Research team, focusing on the Specialty Retail sector. Sami was responsible for monitoring and forecasting 30 publicly traded companies’ financials as well as proactively conducting industry research. Prior to shifting to the Specialty Retail sector, she also spent some time as an Analyst in the Midstream Energy sector, analyzing highly leveraged companies. Sami received her BBA from Cornell University.

Lauren Zandonella

Office & Events Coordinator

Prior to joining Nyca, Lauren was an Office Manager at BelHealth Investment Partners.  Prior to BelHealth Lauren has had administrative support roles at Avenue Capital Group, JP Morgan Chase, Alliance Bernstein and Altitude Capital Partners. Lauren received her BA from Bloomsburg University and also a Pastry Degree from The Institute of Culinary Education.

Osama Bedier

Investment Partner

With a deep passion for improving lives through technology, Osama has spent the last two decades pioneering consumer internet, e-commerce and payments services. Most recently, he led Wallet & Payments at Google. Prior to Google, Osama spent eight years running product development at PayPal and launching most of what made PayPal a household name.

Brian Finn

Investment Partner

Brian has over 30 years of experience in financial services, and he is currently Senior Advisor to several firms, including KKR & Co., Star Mountain Capital and others. Previously, he served as President of Credit Suisse First Boston and earlier Co-head of its Mergers & Acquisitions Group. He was also a Partner at Clayton, Dubilier & Rice. Brian is a graduate of the Wharton School of the University of Pennsylvania.

Max Levchin

Investment Partner

Max Levchin is CEO of Affirm, the next-generation financial services company offering consumer credit at the point of sale, which was launched out of his San Francisco-based innovation lab, HVF. Max is also Chairman of the Board at Yelp, and he serves on several other boards, including Yahoo! and Evernote. Previously, he was CEO of Slide as well as Co-founder and CTO of PayPal.

Tom Miglis

Investment Partner

Tom Miglis served as Chief Information Officer and member of the Portfolio Committee of Citadel for 13 years before retiring in 2014. He started two successful software firms prior to joining Citadel, and was an Executive Managing Director and Partner and the head of Global Systems for Bankers Trust Company. Tom spent 16 years at Salomon Brothers in a variety of roles including financial, mortgage trading and served as CIO leading their widely recognized global technology organization. Prior to Salomon, Tom was a CPA on the audit staff of Coopers & Lybrand. Tom graduated with a bachelor’s degree from Baruch College.

Charles Songhurst

Investment Partner

Charles Songhurst is a Founding Partner of long-short equity hedge fund Katana Capital, and he also runs the Songhurst Group, which holds asset in a variety of private companies. Previously, he was Head of Corporate Strategy at Microsoft, where he focused on partnering and Mergers & Acquisitions. He graduated from Oxford University.

Susan Athey

Advisor

Susan Athey is The Economics of Technology Professor at Stanford Graduate School of Business, as well as Advisor and former Chief Economist at Microsoft Corporation. Susan previously taught at the economics departments at MIT, Stanford and Harvard, and, in 2007, she was the recipient of the John Bates Clark Medal. Susan earned her B.A. at Duke and her Ph.D. at Stanford.

Robert H.B. Baldwin, Jr.

Advisor

Bob Baldwin is a director of Global Payments, Inc., an $11 bn payments processor with operations in 30 countries. Until the closing of its sale to Global in April, 2016, Bob had served as an officer of Heartland Payment Systems. He joined HPS as its CFO in 2000, and raised capital to sustain the company’s growth through portfolio sales and loans until he arranged the October, 2001 sale of a substantial minority stake to two private equity firms. Bob also led Heartland’s successful IPO in 2005, and later became the company’s President and ultimately Vice Chairman. Before Heartland, he was an investment banker at Citigroup and Smith Barney, where he was a managing director in its Financial Institutions Group. Bob is a graduate of Princeton University and Stanford’s Graduate School of Business.

Michael Barr

Advisor

Michael S. Barr is the Joan and Sanford Weill Dean of Public Policy and the Frank Murphy Collegiate Professor of Public Policy at the Gerald R. Ford School of Public Policy of the University of Michigan, and the Roy F. and Jean Humphrey Proffitt Professor of Law at the University of Michigan Law School. He is also Faculty Director of the U-M Center on Finance, Law, and Policy.

Barr served in President Barack Obama’s Administration as the U.S. Department of the Treasury’s assistant secretary for financial institutions from 2009-2010, and was a key architect of the Dodd-Frank Act. Prior to his Senate confirmation, Barr served on the National Economic Council in the White House. Professor Barr previously served in the Administration of President Bill Clinton as Treasury Secretary Robert E. Rubin’s special assistant, as deputy assistant secretary of the Treasury, as special advisor to President Clinton, and as special advisor and counselor on the policy planning staff at the U.S. Department of State.

He received his JD from Yale Law School, his MPhil in international relations as a Rhodes Scholar from Magdalen College, Oxford University, and his BA, summa cum laude, with honors in history, from Yale University.

David Brigstocke

Advisor

David Brigstocke is the former Chief Financial Officer of JP Morgan Asset Management (JPMAM), a position he held for eleven years. In addition, at JPMAM, he held the roles of Chief Risk Officer, Chief Administrative Officer, Head of Strategy, EMEA Region Head and Chairman of JP Morgan International Bank. His particular interest is in data simplification, relevance and presentation, often graphically, to enable better decision-making in complex organizations. He left JP Morgan in 2016, and has since engaged in a number of consulting and NED activities.

Prior to JPMAM he held a variety of positions at JP Morgan, including leading JP Morgan’s strategy team, managing the strategic equity portfolio at JP Morgan Partners, and heading business development for the Private Bank’s on-line initiative. He was at different times Chief Operating Officer of the Investment Bank, a FIG banker and co-head of debt capital markets.

David has master’s degrees from Cambridge University (mathematics), and Imperial College (Management Science), and qualified as a chartered accountant with KPMG. He and his wife live in New York and London.

Chaomei Chen

Advisor

Chaomei Chen is a leading expert in risk management and operations, Ms. Chen held Chief Risk Officer, Chief Credit Officer, and Executive Vice President positions at LendingClub, JPMorgan Chase Card / Wamu, Providian Financial Corporation, FleetBoston Financial Services, and PNC National Bank, where she was responsible for the company’s overall risk management strategy and execution. Ms. Chen currently serves as advisor of Yirendai, Ltd, LendingHome, Propel (X), NYCA, Upstart, etc., and a member of Board of Trustee at the Johns Hopkins University and the San Francisco Ballet Company. She is also a member of the National Advisory Council of Whiting School of Engineering at the Johns Hopkins University. Chaomei holds an M.S.E. in Mathematical Science from the Johns Hopkins University and a B.S. in Mathematics from the Southwestern JiaoTong University, P.R. China.

Reed Colley

Advisor

Reed Colley is an active advisor, investor and director of startup and growth companies. Reed founded and was CEO of Black Diamond Performance Reporting, which provided customizable, daily wealth management reporting and analytics to advisors in the high net worth marketplace. Reed grew the firm to report on $100B in assets before selling Black Diamond to Advent Software, where he served as SVP and GM of Black Diamond as well as overseeing Acquisitions and Strategy. Reed was responsible for setting Advent’s Advisory strategy and leading the Black Diamond business unit. Reed holds a Bachelor of Science from Vanderbilt University with degrees in Economics and Engineering Science. Reed enjoys spending his time with his family, snowboarding, playing tennis, golf and soccer as well as serving on various non-profit boards.

Cristóbal Conde

Advisor

Cristóbal Conde is an active investor in early stage companies, and a senior member of the Partnership for NYC’s FinTech incubator for software companies. His current investments include True Office, where he serves as executive chairman, Calastone, where he serves as chairman, Centripetal Networks, where he is a board member, and Digital Reasoning, where he is a board member. Exits include the sale of Whiptail Inc, where he was chairman, to Cisco in 2013. Mr. Conde stepped down as SunGard’s president and chief executive officer in May 2011, a post he had held since 2002. At the time of his departure, SunGard had revenues of $5.6 Billion, employed 26,000, was ranked #380 on the Fortune 500 list, and was the largest privately-held business software and IT services company in the world.

Toos N. Daruvala

Advisor

Toos N. Daruvala is currently the co-CEO of MIO Partners, the in-house asset management arm of McKinsey & Company. As a senior partner in McKinsey’s New York office, Toos led the Americas Risk Management Practice, the Americas Banking and Securities Practice, and the build-out of McKinsey’s global Risk Advanced Analytics capability. Toos previously served on the global Board of McKinsey & Company, the Board of MIO Partners, and the Advisory Board of the McKinsey Global Institute (MGI). Toos currently serves on the Board of the Royal Bank of Canada (RBC). He serves on the Advisory Board of the Ross School of Business at the University of Michigan, Ann Arbor, and is Executive-in-Residence at the Columbia Business School. Toos is a member of the Board of the New York Philharmonic.

Stephanie DiMarco

Advisor

Stephanie is the founder of Advent Software. She served as the company’s CEO for over 25 years building the company into a global enterprise. From its founding in 1983, to an IPO in 1995, to the sale of the company in 2015, Ms. DiMarco engineered the growth of Advent into one of the world’s leading providers of software and services to the investment management industry.

In 2011, Stephanie was recognized as one of 50 Leading Women in Hedge Funds and was selected as Financial Woman of the Year in 2003 by the Financial Women’s Association. Stephanie received the Business Leader of the Year by the Haas School of Business in 2000, and was named one of the top 10 financial technology innovators of the decade by Wall Street and Technology magazine.

She currently serves on the board of Artisan Partners Asset Management, a publicly traded asset management company where she also serves as the Audit Committee Chair. She is on the Advisory Board of the College of Engineering at UC Berkeley and  is a former trustee of the UC Berkeley Foundation. She is a board member of Summer Search, a national youth development non-profit organization. She is also an investor and advisor to numerous private companies. She previously served as a board member of The San Francisco Foundation, where she chaired the Foundation’s Investment Committee and its Audit Committee. She holds a Bachelor of Science degree in Business Administration from UC Berkeley.

Steve Ellis

Advisor

Steve Ellis was executive vice president and head of the Wells Fargo Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. Prior to this assignment, Steve was head of the Wholesale Services Group, which included Treasury Management, Wholesale Banking Technology and Operations, Wholesale Social Strategies, Innovation and Research and Development, Wholesale Marketing, and the Enterprise Payment Strategies Group.

A 30-year company veteran, Steve’s previous responsibilities included starting up and running the Wholesale Internet Solutions group, which launched Wells Fargo’s award-winning Commercial Electronic O¬ffice® (CEO®) portal in 2000 and CEO Mobile® in 2007. The fast pace of Wells Fargo’s early move into online and mobile financial services was due in large part to his commitment to fostering workplace creativity. Prior to starting up Wholesale Internet Solutions, Steve held senior finance and operations roles in Wells Fargo Commercial Banking, Real Estate Group, and Wholesale Banking.

He has a B.S. in economics from Pennsylvania State University and an M.B.A. from the University of Oregon.

Steve served as chairman of the board for NACHA, The Electronic Payments Association, from 2005 to 2008 and was vice chairman from 2009 to 2010. He was also a board member of First Graduate, a nonprofit focused on helping young adults become the first members of their families to graduate from college, from 2010 to 2016.

Peter Fisher

Advisor

Peter R. Fisher teaches at the Tuck School of Business at Dartmouth where he is a clinical professor. He is also a director of the John F. Kennedy Library Foundation and of the Peterson Institute for International Economics. He is a member of the Advisory Committee on Systemic Resolution of the Federal Deposit Insurance Corporation and of the Advisory Board of the MIT Golub Center for Finance and Policy.

From 2004 to 2013, Mr. Fisher worked at BlackRock where he served in several capacities, including head of Fixed Income Portfolio Management and Chairman of BlackRock Asia. From 2001 to 2003 Mr. Fisher served as Under Secretary of the U.S. Treasury for Domestic Finance. From 1985 to 2001 he worked at the Federal Reserve Bank of New York, concluding his service as an executive vice president and manager of the Federal Reserve System Open Market Account.

Mr. Fisher has previously served as a member of the Strategic Advisory Committee of the Agence France Trésor, as a non-executive director of the Financial Services Authority of the United Kingdom and as an independent director of AIG.
He holds a JD from Harvard Law School and a BA in history from Harvard College.

Gregory Fleming

Advisor

Gregory J. Fleming is the founding Chief Executive Officer of Rockefeller Capital Management. He has spent more than 30 years in the financial services industry, and has developed a track record of transforming businesses, engendering trust among institutional and individual clients and creating value for colleagues and shareholders. Mr. Fleming assumed the role of CEO of Rockefeller Capital Management in March 2018. The firm was created from the former Rockefeller & Co. and combines wealth management, family office, and asset management with a strategic advisory capability. Mr. Fleming is a shareholder and member of the Board of Directors of Rockefeller Capital Management.

Prior to leading Rockefeller Capital Management, Mr. Fleming was the President of Morgan Stanley Wealth Management and Morgan Stanley Investment Management. He served in these roles for six years and oversaw the transformation of both businesses. Before joining Morgan Stanley in 2010, he served as President and Chief Operating Officer of Merrill Lynch from 2007 to 2009, and previously ran Merrill Lynch’s Global Investment Banking business. During the course of his career, he has helped clients navigate some of the most complex situations in the most challenging market environments. Mr. Fleming joined Merrill Lynch as an investment banker in 1992. He had also been a principal at Booz Allen Hamilton.

Mr. Fleming is a director of Colgate University; a member of the Board of Advisors for the Yale Law School Center for the Study of Corporate Law, the Council on Foreign Relations and the Economic Club of New York; a director on Turn2 Foundation Board; a trustee at Deerfield Academy; and a member of the Ronald McDonald House Board of Directors. He also serves as an Advisory Director on the board of the Florida Marlins and serves on the Advisory Board of COVR, an innovative financial services start-up. He frequently serves as a Visiting Lecturer in Law and a Distinguished Visiting Fellow at the Center for the Study of Corporate Law at Yale Law School.

He is a Phi Beta Kappa, summa cum laude graduate in economics from Colgate University and received his J.D. from Yale Law School.

Sameer Govil

Advisor

Sameer Govil is an active investor and advisor to early stage companies, primarily focused on enabling consumer-centric digital commerce. Previously, as SVP at Visa, he helped establish a roadmap for integrated commerce products, innovation and accelerating adoption of electronic payments globally. Sameer has also led Visa’s public policy efforts, strengthening relationships with key regulators and government officials.

Over a 30 year career, Sameer has also held a range of senior roles in international markets, notably heading the Middle East geography and starting Visa’s South Asia office in 1994, where he was instrumental in establishing Visa’s leadership in the region. Sameer has also worked at ANZ Bank, responsible for the consumer finance portfolio, including the largest co-brand card in Australia. Sameer holds a BS in Computer Science and an MBA, and is currently a DCI Fellow at Stanford University. He has also served on the Board of the Electronic Transaction Association, a governing body for US payment acquirers.

Chris Growney

Advisor

Chris Growney is a director, advisor and investor in a broad range of start up and growth companies. Previously, he was a founder of Clearwater Analytics, investment analytics and accounting software, and Clearwater Advisors, fixed income investment management firm, where he specialized in enterprise sales, partnership and product/business development. He was a founding board member of the Bank of Manhattan and proud member of the Achievement First Endeavor board. Chris also served on the treasury investment team at Cisco Systems following several years at various firms in fixed income sales and trading. Chris is a graduate of Southern Methodist University in Dallas and a CFA charterholder.

Rahul Gupta

Advisor

Rahul Gupta has over 35 years’ experience in the financial services and payments industries having served in a variety of capacities at the board, product management and business line management levels. He has a proven track record of delivering growth in challenging economic environments, by developing integrated value propositions and leading organizations through the change management needed to compete and win.

Currently, Rahul is a board member and director at RevSpring, nContracts, Paylease and Capital Good Fund and advisor to several payments, risk, online lending and healthcare technology companies, and fintech funds. Most recently, he was CEO of RevSpring, a high-growth technology services organization in the healthcare space with over 2,000 clients in North America. Prior to that for a period of ten years, he was EVP and Group President at Fiserv, a $5.8B financial technology Fortune 500 company based in Wisconsin. He had oversight for businesses ranging from $600M to $1.3B, over 5,000 associates and thousands of clients. In earlier roles, Rahul was President of U.S. Operations for eFunds Corp., a $500M payments and risk management solutions provider for four years, and served in senior management roles at Fidelity Investments and PricewaterhouseCoopers for twelve years.

Rahul is a frequent speaker at major industry and trade conferences and was the recipient of two leadership awards at Fiserv. He also is an Ambassador for the University of Southern California (USC) at the invitation of the President, and a member of USC Provost Associates. Rahul graduated Magna Cum Laude with an MBA from Indiana University and holds a BA in Commerce and Certified Public Accountant certification from Delhi, India.

Gordy Holteman

Advisor

Gordy Holterman is an active investor in and advisor to early stage companies, primarily focused on technology innovations in the finance industry, especially asset and wealth management, transaction processing, credit analysis, portfolio and risk management, payment processing and secure and innovative data analysis. From 2010 through 2016 Gordy was the co-founder and CEO of Overland Advisors, a $2bn relative value hedge fund launched in conjunction with Wells Fargo Asset Management. Prior thereto as a senior business leader and Executive Vice President for Wells, Gordy dramatically grew the Financial Products and proprietary trading businesses and was also an Investment Committee Member of asset management affiliate Sutter Advisors.

Gordy earned his BS in Electrical Engineering and Computer Science from the Massachusetts Institute of Technology where he was a programmer at Draper Labs and the AI Lab, and subsequently his JD from Stanford Law School.  His philanthropy has focused on early childhood education and he has served for over a decade as an advisor to Jumpstart (Jstart.org) as well as previously with the Hillsborough Schools Foundation. Gordy is a former age-group national bicycle racing champion and was a GTE Academic All-American while at M.I.T. where he captained the Track and Cross-Country teams.

Kevin Jacques

Advisor

Kevin is the Vice President and Head of Corporate Ventures for Visa, the world’s leading global payment network with over 3.2B cards in use worldwide. In this role, he leads a team that executes equity investments into partners that accelerate Visa’s growth strategies. He joined Visa in Oct. 2017. Prior to Visa, Kevin led Corporate Development for Intuit, where his team completed 30 acquisitions, 7 divestitures, and over 15 Fintech startup and VC fund investments with total deal value of nearly $2B. Before Intuit, Kevin was an investing partner at Sevin Rosen Funds and Palomar Ventures for a combined 11 years, where he led investments into several leading technology companies including ExteNet (acquired in 2016 for over $1B by Digital Bridge), Tangoe (NASDAQ = TNGO), Trulogica (acquired by Hewlett Packard) and MetaCarta (acquired by Nokia). Kevin was also the CEO of GlobeRanger, an RFID middleware provider and a consultant at the Boston Consulting Group.

Chris Jones

Advisor

Christopher Jones is a private investor and consultant. From 2014 until July 2106 Chris served as the co-head of global active equities at Blackrock where he was jointly responsible for all fundamental and quantitatively driven strategies. He was directly responsible as Chief Investment Officer for all fundamental Global, Emerging Market and US Equity strategies, and was a member of the Blackrock Global Operating Committee, Investment Council and Human Capital Committee. Prior to joining Blackrock Chris spent 32 years at JPMorgan Investment Management as a research analyst, portfolio manager and team leader, and from 2006 until 2104 as the CIO of Growth Equities and co-head of US Equities. He earned an MA from Cambridge University and is a CFA. Chris is actively involved in a number of performing arts organisations in NYC and the Berkshires and is the President of the Board of Jacob’s Pillow Dance.

Mike Kalen

Advisor

As CEO, Mike brings a diverse background in financial services to Covr Financial Technologies. His experience in leading and investing in insurance, FinTech, InsurTech and wealth management businesses uniquely qualify him to lead our mission to become the leading digital insurance platform. Most recently, Mike was a senior leader at Aquiline Capital Partners, leading one of their largest portfolio companies and helping them invest in new insurance and technology businesses. Mike led Futurity First Financial Corp to a market leadership position in life insurance and annuity distribution. Prior to his role at Aquiline, Mike led the US life insurance and European annuity businesses to market leadership positions for Hartford Financial Group. Prior to joining Hartford, Mike was a senior executive and sales leader at Prudential Financial where he led a large segment of their insurance/financial planning business and was head of the Insurance and Estate Planning division of Prudential Securities.

Mike is a frequent speaker on InsurTech and FinTech innovation, sits on the board of trustees of the Life Foundation and was previously on the board of the American College of Financial Services.

Mike is a CLU and ChFC and is a graduate of the University of Delaware with a BS degree in Business Administration and Columbia University with an MBA in Finance.

Sunil Kappagoda

Advisor

Sunil Kappagoda is based in Silicon Valley and invests in and works with Fintech companies in North America, Western Europe and Asia Pacific in situations where he can have a meaningful impact on growth. He is currently involved with 3 companies with revenues of $25-50m, 2 companies with revenues of $10-15m, 3 start up companies and a NYSE listed company with $700m in revenues. Previously, he was President of Asia Pacific for Verifone Systems, based in Singapore, and a Senior Partner and Managing Director at The Boston Consulting Group, based in New York. He has also worked at Oliver Wyman, Booz Allen, Citibank and The World Bank.  He has 30 years of experience focused exclusively on the Banking and Financial Services Sector and Technology and Processing Businesses that support the sector.  He has lived and worked in New York, Washington DC, The Bay Area, London and Singapore.  He has also lived in Canada and Sri Lanka.  He holds an MBA from The Wharton School (where he also completed all the coursework for a PhD in Finance), a Masters in Economics from the London School of Economics and a Bachelors Degree in Engineering from Imperial College in London.  He sits on the Advisory Board of the Business School at Imperial College in London, The Singapore National Eye Center and The First Tee of San Francisco.

Louis Kreisberg

Advisor

Louis Kreisberg is a Principal of Pioneer Wealth Partners, a multi-family office based in New York and Seattle. Louis is responsible for the areas of risk management and estate planning advisory as well as leading the firm’s business development initiatives. He has been a leading figure in the insurance industry for over three decades having led production at numerous life insurance companies, including Guardian, John Hancock, American General, US Life and New York Life. During his ten year tenure as a top insurance producer at New York Life, Louis served also as Chairman of the Advisory Board and as Council President. As an acknowledged expert in estate planning, he has counted among his clients a large number of Forbes 400 families. Louis received his B.A. from Drew University.

Judson (Jud) C. Linville

Advisor

Jud is the former CEO of Citi Global Cards and Consumer Serives, where he ran the world’s largest Credit Card company representing $13B in revenue and 55M customers, in addition to leading Digital, Marketing and Data/Analytics across all Consumer lines of business.

Prior to Citi, he spent two decades at American Express, where he led Consumer Card, Membership Rewards and the Consumer Travel businesses in the U.S., as well as the Prepaid Card and Travelers Cheques business on a global basis.

Jud holds a bachelors degree from Lafayette College, and a Psy.D. in Clinical Psychology from Drexel University.

Scott Loftesness

Advisor

Scott is a founding partner of Glenbrook Partners, a payments strategy consultancy based in Menlo Park, California, where he focuses on payments innovation in banking and financial services. Scott was previously group executive vice president at First Data Merchant Services responsible for product management and systems development. He was also group executive vice president at Visa International where he led the development of Visa’s global payment systems strategies, including Visa’s research and development initiatives related to card payments, Internet payments, and advanced card technologies. Scott began his career as a systems engineer with IBM in San Francisco.

John Lummis

Advisor

John Lummis is President of Soncy Associates, where he is an investor and advisor in the insurance sector. Previously, he has served as COO and CFO of Renaissance Re, a technology enabled start-up that became a leading worldwide reinsurance company. He has also been a consultant to private equity and hedge funds and served as CEO of AQR Re, the reinsurance business of AQR. John is active with not-for-profit organizations, including the Board of the Community Foundation of Jackson Hole. He holds a B.A. (Phi Beta Kappa) from Stanford University and a J.D. (Cum Laude) from the University of Michigan Law School.

Jeff Maggioncalda

Advisor

Jeff Maggioncalda was the founding CEO of Financial Engines, a financial technology company that helps Americans invest their 401(k) plans for retirement. During his 18 years as CEO, Jeff helped grow Financial Engines into the largest independent investment advisor in the country and took the company public in 2010. Earlier in his career, Jeff worked at McKinsey and Cornerstone research and received an MBA and undergraduate degree from Stanford University. Jeff is currently on the board of Silicon Valley Bank and enjoys advising startups, helping with teen mental health, and learning to play the piano and write music.

Timothy G. Massad

Advisor

Timothy Massad is currently a Senior Fellow at the Kennedy School of Government at Harvard University and an Adjunct Professor of Law at Georgetown Law School.

Mr. Massad served as Chairman of the U.S. Commodity Futures Trading Commission from 2014-2017. Under his leadership, the agency implemented critical reforms of the over-the-counter swaps market; harmonized many aspects of cross-border regulation, including reaching a landmark agreement with the European Union on clearinghouse oversight; enhanced cybersecurity for critical market infrastructure; improved the resilience of major clearinghouses; and took many actions to ensure commercial businesses were not burdened by Dodd-Frank reforms.

Previously, Mr. Massad served as the Assistant Secretary for Financial Stability of the U.S. Department of the Treasury. In that capacity, he oversaw the Troubled Asset Relief Program (TARP), the principal U.S. governmental response to the 2008 financial crisis. During his tenure, Treasury recovered more on all the crisis investments than was disbursed. Mr. Massad was with the Treasury from 2009 to 2014 and also served as a counselor to the Treasury Secretary.

Prior to his government service, Mr. Massad was a partner in the law firm of Cravath, Swaine & Moore, LLP. Mr. Massad had a broad corporate practice with a focus on corporate finance, financial markets and derivatives. His practice was heavily international. While resident primarily in New York over his 25 year career with the firm, he served as co-manager of the Hong Kong office for five years and also in the London office. He was one of the principal lawyers that drafted the ISDA Master Agreement governing derivative transactions as well as the original User’s Guide. He also had an active pro bono practice, representing UNICEF and Covenant House, among others, for many years.

Mr. Massad has a J.D. from Harvard Law School and a B.A. from Harvard College. He currently lives in Washington, D.C. with his family.

Siddharth N. (Bobby) Mehta

Advisor

Siddharth N. (Bobby) Mehta is the former President and Chief Executive Officer of TransUnion LLC, a global provider of credit and information management services, from 2007 through 2012. From 1998 to 2007, Bobby held a variety of senior positions at Household International, HSBC Finance Corporation and HSBC North America Holdings, including CEO of HSBC North America Holdings, CEO of HSBC Finance Corporation and Group Executive (Credit Cards) at Household International. Prior to that he was a Senior Vice President at the Boston Consulting Group and co-head of the firm’s North American Financial Services Practice. He is currently on the boards of AllState Insurance, TransUnion, Datacard, Piramal Enterprises and Avant Credit. Additionally he serves on several non-profit boards including the Field Museum, the Chicago Public Education Fund, and the Myelin Repair Foundation.

Annette Nazareth

Advisor

Annette Nazareth is head of Davis Polk’s Washington DC office and leads the Trading and Markets practice within the firm’s Financial Institutions Group. She regularly advises clients on a broad range of financial regulatory, legislative, governance and enforcement matters relating to securities, derivatives and futures. She also advises financial institutions and corporations on regulatory considerations for digital asset and blockchain businesses as well as on cybersecurity issues. Annette has been a key player in financial services regulation for much of her career. She was a Commissioner of the U.S. Securities and Exchange Commission and Director of the Commission’s Division of Trading and Markets. During her tenure at the Commission, Annette worked on numerous groundbreaking initiatives, including execution quality disclosure rules, implementation of equities decimal pricing, short sale reforms and modernization of the national market system rules. Annette also served as the Commission’s representative on the Financial Stability Forum from 1999 to 2008.

Kevin Ryan

Advisor

Kevin P. Ryan is one of the leading Internet entrepreneurs in New York, having founded and is Chairman of several businesses, including MongoDB, Zola, Workframe and Nomad Health.  Previously he founded and was Chairman of Business Insider and GILT.  He helped build DoubleClick from 1996 to 2005, first as President and later as CEO.  He led DoubleClick’s growth from a 20-person startup to a global leader with over 1,500 employees.

Currently, Kevin serves on the board of Yale Corporation and Yale Investment Committee, is Vice Chairman of The Partnership for New York City, Chairman of the Partnership for New York City’s Innovation Council, is a member of the CFR Committee on Foreign Affairs, Director for The Trust for Governors Island, and is on the Board of TECH:NYC. He holds a B.A. from Yale University and an M.B.A. from INSEAD.

Marc Sheinbaum

Advisor

Marc is the former CEO of Higher One, Inc, a leading provider of refund disbursement, student banking accounts, payment processing and data analytics to the higher education industry in the U.S. He led the company from 2014 though its successful sale in 2016. Before joining Higher One, Sheinbaum was President and Chief Executive Officer of JPMorgan Chase’s auto and student loan business, one of the largest providers of auto and student loans in the United States. Prior to his six-year tenure at JPMorgan Chase, he spent 15 years in the consumer finance division of General Electric Capital.  Sheinbaum began his career in auditing and consulting at Coopers & Lybrand before moving to American Express, where he held various finance, business planning and product roles.  Sheinbaum earned his bachelor’s degree in management science from the State University of New York at Albany and holds an MBA from New York University Stern School of Business.

David Sherman

Advisor

Mr. Sherman is Senior Advisor and Chairman of the Investment Committee at Metropolitan, a real estate investment management company that he co-founded in 2002 and of which he served as President through 2018. (Metropolitan became part of the Investment Solutions Division of The Carlyle Group in 2013). In addition, Mr. Sherman is Co-Director of the Paul Milstein Center for Real Estate at the Columbia University Graduate School of Business Administration. Mr. Sherman has more than 35 years of real estate finance and analytical experience.

Previously Mr. Sherman was Managing Director of Salomon Smith Barney’s REIT research team, where he created a new approach to evaluate global real estate securities and initiated global coverage of the sector. The team received recognition from Institutional Investor Magazine in 1998 and 1999. Mr. Sherman also held other positions in real estate finance, investment banking, consulting, and strategic planning at D. Sherman & Company, Smith Barney, The Harlan Company, First Boston, and Paine Webber. In addition, Mr. Sherman was an Adjunct Professor of Real Estate Finance at Columbia Business School for seven years. Over the years, Mr. Sherman has published numerous articles in periodicals including American Banker, PREA Quarterly, Shopping Center Business, and National Real Estate Investor.

Mr. Sherman received an A.B. in Mathematical Economics (magna cum laude) from Brown University and an M.B.A. in Finance from Columbia Business School.

Kenneth Singleton

Advisor

Kenneth Singleton is the Adams Distinguished Professor of Management at the Graduate School of Business at Stanford University. He has published widely on financial risks and their impacts on economic decision-making, and is currently exploring innovative ways of expanding the financial capacities of households and small businesses. He served as an advisor to the Fixed Income group at Goldman Sachs in the early 1990’s, and was an advisor to the IMF during the financial crisis in 2009. He is currently an advisor to Stanford Angels and Entrepreneurs; and serves on the investment committee of the Stanford GSB Impact Fund. His professional awards include the Frisch Medal and the Stephen A. Ross Prize in Financial Economics. Ken holds a BA from Reed College and a PhD from the University of Wisconsin-Madison.

Bruce Wallace

Advisor

Bruce is the former COO and Chief Digital Officer of Silicon Valley Bank (SVB), the industry leading bank that supports the global innovation economy. During his tenure as COO and Chief Digital Officer, Bruce helped lead the product, operations, and technology build-out of the bank’s global banking platform supporting their global expansion into new markets and new business lines.

He also helped lead the development and launch of the many of the bank’s new products including business credit card services, merchant acquiring, global treasury multi-currency services, API banking, digital on-boarding, and mobile banking services.  Bruce also successfully launched the SVB early stage FinTech accelerator, ‘Commerce.Innovated’ in partnership with MasterCard. Prior joining SVB in 2008, Bruce spent 20 years at Wells Fargo leading various business functions including Commercial Banking Operations, Retail Banking Risk and Fraud Operations, ATM Banking, Payment Services, and Treasury Management Operations.

Bruce is currently on the board of Fluidly, a Nyca portfolio company.  He is also on the board of Revolut.  He has previously served on the boards for the SPD-Silicon Valley Bank Joint Venture Bank in Shanghai, the International Accounts Payable Professionals Association, the Federal Reserve Cash Advisory Council, the Western Payments Alliance Board, and the New York Clearing House Bank Operations Committee.

Bruce is a graduate of California State University in Sacramento.

Edward Watson

Advisor

Ed is currently a partner at New Bridge Consulting Group. He has over 30 years of financial services experience having held numerous executive level positions in the United States and Europe. He has managed multiple disciplines and held positions including CFO, Treasurer, Head of Operations, Technology and General Services. Ed has served as a senior executive at firms such as Fannie Mae, Citigroup and BNY Mellon. In 2012 Ed was named one of Computerworld’s Premier 100 IT Leaders and recently received the Hofstra University Alumni Achievement Award. Ed is currently an adjunct Professor of Accounting and Finance at New York University and a Board Member of Odyssey House.

Alan Winters

Advisor

Alan Winters is the founder of his own executive coaching company, Alan Winters Coaching. Prior to that, he was the Chief Operating Officer and Principal of Kingdon Capital Management, LLC. In his 25-year association with the firm he also worked as an Analyst, Portfolio Manager and as Chief Investment Officer. During an extended sabbatical from 1997-2002, he moved to Paris with his family and, upon his return, taught fifth grade for two years in a Bronx public school.

He is co-Chairman of the Board of University Settlement, a board member of The Door and a member of Solelim, a venture philanthropy fund.

Neal S. Wolin

Advisor

Neal Wolin is the Chief Executive Officer of the Brunswick Group, a global critical issues advisory firm. He is also an equity partner at Data Collective Venture Capital and a board partner at the Social + Capital Partnership. Neal is a member of the board of SigFig, a digital wealth management company, and Appriss, a data and analytics company focused on health care, the retail sector and public safety.

Mr. Wolin was Deputy Secretary of the Treasury from May 2009 until September 2013.  Mr. Wolin served as Acting Secretary of the Treasury in January and February 2013.

Prior to his confirmation as Deputy Secretary, Mr. Wolin served in the Obama White House as Deputy Counsel to the President for Economic Policy.

Before joining the Obama Administration, Mr. Wolin was President and Chief Operating Officer of the property and casualty insurance companies of The Hartford Financial Services Group.   He previously served as Executive Vice President and General Counsel of The Hartford and oversaw the company’s law, government affairs, communications, marketing and tax functions.

Mr.  Wolin has also been the General Counsel of the U.S. Department of the Treasury; Executive Assistant to the National Security Advisor; Deputy Legal Adviser to the National Security Council; and Special Assistant to three Directors of Central Intelligence.

He received a B.A. degree in history, summa cum laude, from Yale College; an M.Sc. in Development Economics from the University of Oxford; and a J.D. from Yale Law School.

Frank Yeary

Advisor

Frank D. Yeary is the managing member of Darwin Capital Advisors, a private early- stage investment firm. He previously was executive chair and co-founder of CamberView Partners. From 2008 to 2012 he served as vice chancellor of his alma mater, University of California, Berkeley, and prior to this appointment was global head of mergers and acquisitions at Citigroup Investment Banking. Yeary received a bachelor’s degree from University of California, Berkeley, in history and economics. He is on the board of directors of Intel Corp., PayPal Holdings Inc. and a number of private companies.

Contact Us