Directory
WG

William Giovas

Director
SJ

Samir Jain

Director
NC

Nirupam Chowdhury

Sales & Distribution - (Head of ROMG & MP)
TS

Tim Samway

Executive Chairman
PM

Paddy McCrudden

Head of Retirement Solutions and Data Science
JB

Jayanth Balamurugan

VP & Head - Sales (Investment Advisory & Investor Relations)
JL

Jason Pard L.

Co-founder & Managing Partner
SG

Simon Gordon

Chief Commercial Officer
JN

Jehanzeb Nawaz

Senior Vice President - Business Head Sales & Channel Management
CW

Caitriona Wortley

Head of Strategic Growth
NF

Nicholas Ting, CFA, FRM

Chief Strategy Officer (CSO)
JS

Junesuk Sung

Head of Multi-Asset Solutions Team
EL

Edith Lee

Director, Sponsor Principal, Type 1 & Type 6 Responsible Officer
TT

Truong Tran

Founder and Managing Director
EL

Enzo Lin

Founder
JC

Javi Medina, CMT

Managing Partner / Chief Investment Officer
AS

Aditeshwar Dayal Seth

Co-Founder | Director (Board Member) | Chief Financial Officer (CFO)
B(

BHAVESH MEHTA CA, CFA (USA)

Founder, Chief Investment Strategist, Fusion Wealth Art
VM

Vikrant Varshney, MBCI

Chief Risk Officer & Managing Partner
ND

NGUYEN Viet Duc

Founder and CEO
AM

Ayaz Motiwala

Director
PM

Pratik Malladi

Founder
PP

Panich Prompat

Founder
AC

Affan Ismail, CFA

Head Of Research
MB

Mark Bolen

Vice President of Quality & Engineering at Cintas Corporation