David Remstein

Chief Executive Officer at FinMason

David Remstein has a strong background in financial services and investment analytics. David currently serves as the Chief Executive Officer at FinMason, a large investment analytics engine for financial services platforms. In this role, they accelerate development and time-to-market for WealthTech platforms while maintaining control of user experience. David previously held the position of President & COO at FinMason.

Prior to their role at FinMason, Remstein worked as the Global Head of Buy-Side Financial Consulting at Riskcare, where they managed the consultancy practice for tier 1 custodians, asset managers, and financial software companies. David focused on portfolio risk, performance measurement, data management, and investment reporting.

Remstein also held various roles at Citi and J.P. Morgan. At Citi, they served as the Global Head of Data Quality and Client Reporting for the Private Bank, overseeing the reporting for 40,000 customers and managing data management and quality controls. At J.P. Morgan, they held roles such as Managing Director of Investment Performance, Global Head of Investment Analytics and Consulting, and Chief Operations Officer of Investment Analytics. In these positions, they were responsible for performance measurement, risk services, and managing global delivery teams.

Throughout their career, Remstein has demonstrated expertise in investment analytics, strategic development, data management, and client reporting.

David Remstein attended Pace University - Lubin School of Business, where they obtained a Master of Business Administration (M.B.A.) in Finance, General. The duration of their education at this institution is not specified.

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Timeline

  • Chief Executive Officer

    March, 2021 - present

  • President & COO

    March, 2018