Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Responsible for all things platform, data, compute, and AI.

Responsible for Addepar's Operating Platform and Data Engineering.

- Senior department head reporting to the President of the firm; function as CTO and Chief Architect.- Lead a team of 120+ technologists delivering products and services for internal users and portfolio managers.- Plan and execute strategic initiatives involving new business, global growth and expansion, and cost reduction. - Expanded the trading platform globally 24x6 with support & engineering teams in NY, London, Hong Kong, and Bulgaria.- Manage a multi-million-dollar Capital Expenditure, Operating Expense, and Market Data budget.- Responsible for software engineering, infrastructure, support, cybersecurity, market data, research, and trading.- Key accomplishments include modernization of technology and workflow implementing a Microservices architecture, Agile transformation, DevOps automation, and Cloud adoption.- Defined the strategy for, and led the development of, the firm’s new quantitative technology platform providing OMS, historical research/analytics, real-time market data, securities lending, clearing, and hosting.- Grew the technology organization from 30 to 80+ in 24 months. Established culture and hiring process.

- Head vital projects in their entirety starting with business planning, requirements analysis and specification–writing through architecture, design, development, QA, operations and production support.- Spearhead next-generation system strategies and technological change.- Manage cross-functional teams of software developers, systems engineers, database administrators, quantitative analysts, operators, consultants, and vendors.- Accountable for development standards, software quality, and architecture- Evaluate and recommend products and technologies (R&D), guide selection and purchasing- Responsible for budgeting, staffing, and business planning- Key accomplishments included the implementation of QlikView Business Intelligence- Reinvented the piecemeal reporting fabric of spreadsheets, email, legacy apps, and web reports.- Solicited vendors, performed evaluations and proofs of concept, selected product, executed purchase.- Developed initial dashboards integrated with kdb+ / Oracle; embraced by users in firm-wide adoption.

- Lead developers and quants in the development of quantitative analytics and trading platforms.- Key accomplishments included a strategic initiative to build a shared data repository/research environment for quant portfolio managers.- A centralized historical data warehouse of tick, book, pricing, reference, fundamental, risk & event data.- Complementary in-memory kdb+ servers for real-time Level 1 & 2 rdb and ticker plant(s).- Provided interfaces from Java, C++, Python, Perl , Matlab, R and JSON/WebSockets.

** Originally AutoOne Insurance, a subsidiary of OneBeacon **- Led large, multi-discipline team in J2EE, Oracle and Enterprise Application Integration development- Designed unified Service-Oriented Architecture (SOA) for all business systems with reusable web services and a distributed message based XML backbone- Consolidated, reengineered, and modernized proprietary insurance systems, including policy and claims administration, rating/rules engine, broker portal, data warehouse, and imaging & workflow system- Key Accomplishments included a new private passenger auto website. Architected, designed and executed the implementation of the Point of Sale agent website from inception through initial launch. Chose the technologies used to build the system and defined the architecture for the entire application. Produced $40M in written premium in the first year.- Designed a scalable, flexible and lightweight infrastructure to support numerous brokers quoting and binding business via the Internet for AutoOne's Private Passenger Auto program.- Designed and implemented a code framework used as the foundation for POS. Developed a data access layer and code generation utility that eliminated coding errors and cut development time by 40%.- Designed asynchronous process for transactional requests for Credit, MVR and CLUE reports.- Served as system administrator for the project. Designed server installation and configuration to support multiple load-balanced server instances. Installed and configured application servers, web servers, and supported OS level administration.- In lieu of available staff assumed project management duties and acted as the business team liaison.

- Implemented state management, session-tracking, and web interfaces for global trade settlement system- Developed workflow management sub-system to expedite settlement activity transitions- 24/7 on-call user and systems support

- Technical Team Lead.- Responsible for design changes and improvements to Reuters products and systems.- Systems included reuters.com, Reuters Messaging, Reuters Knowledge and Reuters Personal Finance.- Provided mentoring to junior staff.- Key accomplishments included work on the Reuters Knowledge investment banking product. Developed XML-driven stored procedure request/response mechanism for data retrieval. Schema design, SQL optimization, complex queries using Reuters’ enterprise Oracle database. Built analytics for “As Reported” company fundamental data. XML/XSL, JavaScript for client integration. ETL Data loads using Ab Initio and UNIX scripting.- Created lightweight, JSP based website used to keep www.reuters.com up on September 11, 2001.- Architected TIB/RV fed quote system for improved performance and functionality.- Built SQL Server stored procedures and DTS packages within the news content system.

- Responsible for independent analysis, design, and implementation of applications and systems.- Lead developer on numerous projects; early adopter of web technologies.- Key accomplishments included EasyAccessPlus HOD (WizCom International Ltd.): Lead Developer for web-based application allowing hotel companies to simultaneously update hotel description information on the four major Global Distribution Systems (GDS). Built using Java, Multithreading, JSP, JDBC, Sybase, and XML on Solaris, iPlanet with Mainframe integration.- Developed communications, message queuing and database modules, and a real-time XML interface- Created single centralized enterprise help desk, using Vantive (CRM), by consolidating 16 diverse desks for Cendant-owned companies; responsible for design, customization, and implementation.- Numerous enhancements included automated e-mail/beeper notifications, integration with Microsoft Office, development of a HW/SW network tracking system for both problem management and field service.