Vega Minds | AI Associate Advisor
Hugo Castalan is a seasoned professional in the finance and technology sectors, currently serving as Co-Founder & Product at Vega Minds since October 2023. Previously, Hugo held the position of Chief Operating Officer at Lifeworks Advisors from January 2021 to December 2023, where responsibilities included the establishment of quantitative modeling infrastructures and automated trading strategies. As a Co-Founder of Aimvest Technologies, Inc., which was recognized as one of the 15 MIT startups to watch in 2020, Hugo contributed to its acquisition by Lifeworks Advisors in 2021. Earlier roles include Quantitative Researcher at Acadian Asset Management and Machine Learning Researcher at Alpha Vertex Inc., focusing on developing advanced investment tools and equity alpha signals. Hugo's academic background includes a Master of Finance from the Massachusetts Institute of Technology and a Bachelor's Degree in Finance from Baruch College, alongside achievements as a student athlete in NCAA tennis.
This person is not in any teams
Vega Minds | AI Associate Advisor
Supercharge your practice with an extra worker. Every day, Vega gets more knowledgeable about your firm, personal style, and clients. Vega syncs with your Outlook/Gmail, your Zoom/Google Meet/Teams, your CRM, and more. It also learns from your internal data and public communications (advisor communications, client deliverables, articles and blog posts, podcasts, etc.). With your context in mind, Vega handles tasks like an associate advisor who has spent years at your side: - Response draft to every client email directly added to your Outlook or Gmail thread - Meeting prep, note-taking without an awkward bot, and meeting follow-up email - Task management and CRM updates - Content creation and financial research Vega was co-founded by two machine learning engineers and quants from MIT. In 2020, our co-founding duo's first startup, a risk management algorithm, merged with an RIA firm. Serving as CIO and COO, and registered as advisors, our co-founders engaged with clients daily for three years. In 2022, faced with common advisor productivity challenges, they began developing Vega, the first AI Associate Advisor. By 2023, Vega was launched externally and became available to advisors across the United States and Canada.