Doug Scott

CEO & Co-Founder

Jay Lipman

Co-founder

Alex Laipple

Chief Growth Officer

Christine Galeon

Head Of Investment Management

Omar Martinez

Office And Employee Experience Manager

Jie Ng

Senior System Administrator

Johny Mair

Co-founder

Kellen Parker

Head Of Sustainability

Shusuke Y.

Head of Engineering

Djourn Gordon-Taylor

Software Engineer

Lauren Falvo

Associate Software Engineer

Michael Zachor

Associate Frontend Engineer

Palmer Nix

Senior Associate Product Engineer

Maddy Speal

Director of Client Success

Morgan du Plessix

Relationship Manager - Lead

Jason Marcotte

Coach

Palmer Avisto

Institutional Client Implementation

Diogo Rodrigues

Head of Finance

Lauren M.

Finance Lead

Kelly Mahoney

General Manager & Head of Institutional Partnerships

Michelle Sze

Engineering Director

Aleksandr Itskovich

Director

Vikram Paul

Director Of Legal

Kyle Cawley

Team Lead

Travis Korte

Director, Sustainability Research

Amanda Baker

Client Relationship Manager

Claire Quigley

Client Portfolio Manager, Sustainability Solutions

Jason Anderson

Head of Operations

Ahmed Moawad

Associate Portfolio Manager

Nikitha Shivakumar

Software Engineer

Kiley Miller

General Manager, RIA Channel

Bailey Brennan

Client Success, Associate

Andreas Papadourakis

Associate Director, Client Portfolio Management

Jina Yazdanpanah

Specialist Associate, Sustainability Research & Data

Michael Reina

Cloud Infrastructure Engineer

Anne Nicholson Juceam

Director of People Operations

Kyle Zawadzki

Software Engineer

Matt Streisfeld

Board Member

Xiaoyue He

Associate Director, Senior Portfolio Manager

Robert Barrett

Associate Portfolio Manager

Heath Palos

Portfolio Manager

Jialong Li

Lead AI Agent Engineer