Alphathena
Josh Harris is a seasoned sales and advisory professional with extensive experience in the financial technology sector. Currently serving as Vice President of Sales at Alphathena, Harris focuses on AI-driven direct indexing solutions for Registered Investment Advisors. As a Strategic Advisor at RodeoTurtle, Harris leverages advanced AI algorithms to analyze commercial permitting data, providing insights for sales and business development teams. Previously, as Director of Sales for North America at Jacobi, Harris facilitated multi-asset investment processes. Earlier roles include positions at MSCI Inc., Dutch Technologies Inc. as Founder, Ellwood Associates, and Huber Financial Advisors. Harris holds a Bachelor of Science in Finance and Marketing from The University of Kansas and participated in a study abroad program at CIMBA.
This person is not in any teams
Alphathena
Hi, we’re Alphathena. We’re here to make personalized investing accessible to everyone by providing RIAs and FinTech providers with ready-to-implement direct indexing tools. Our developer-friendly API infrastructure and Web solutions power the entire investing lifecycle with services including personalized and pre-built indexes, automated tax-loss harvesting, rules-based rebalancing, portfolio transitions, and much more.. Each solution is available as a modular offering to allow financial advisors to build a custom set of solutions, so they can deliver a personalized client experience that will grow their businesses. And all our solutions are available through our modern Web Apps and via our high-performance, cloud-based, fiduciary-compliant API infrastructure, which enables seamless integration into our client front- and back-office workflows.