Wealthsimple is a Canadian online investment management service focused on millennials.

Finance

Wealthsimple

James O'sullivan

Rhonda Goldberg

Former Country Director, Canada for Ancestry.com

Michael Katchen

Max Motschwiller is a General Partner at [Meritech](/org/meritech). Max joined [Meritech](/org/meritech) in 2015 and helps lead the firm's consumer, fintech and enterprise software practices. 
Prior to [Meritech](/org/meritech), Max spent three years at [Kleiner Perkins](/org/kleiner-perkins), where he was responsible for the firm’s investments in Dropcam (GOOG), [Duolingo](/org/duolingo), MyFitnessPal (UAA), RelateIQ (CRM), [Stance](/org/stance) and [Uber](/org/uber) (UBER). Prior to Kleiner, Max worked at [Summit Partners](/org/summit-partners), where he was responsible for sourcing and executing technology growth equity investments across enterprise software and consumer internet.

Max was named to the Forbes ‘30 Under 30’ in 2015.

Max holds an A.B. in economics from [Harvard University](/org/harvard). When not in the office, Max can be found with his wife, Amber, or cycling up hills across the San Francisco Bay Area.

Max Motschwiller

Rudy Adler is the Chief Marketing Officer at [Wealthsimple](/org/wealthsimple). Prior to joining [Wealthsimple](/org/wealthsimple), Rudy was a Cofounder at 1000memories which was acquired by Ancestry.com in September 2012. Rudy has also worked as a Copywriter and AD at [Wieden + Kennedy](/org/wieden-plus-kennedy) where they helped create award-winning campaigns for Levi's and the Oscar-nominated movie Coraline.

Rudy Adler attended the University of Arizona where they obtained their bachelor's degree in entrepreneurship/finance. Rudy then went on to work for a startup incubator called [Y Combinator](/org/y-combinator). After working there for a while, they decided to pursue a career in storytelling, art direction, design, copywriting, and communication at [Wieden + Kennedy](/org/wieden-plus-kennedy) 12.

Rudy Adler reports to Michael Katchen, CEO & Co-Founder. Rudy Adler works with Blair Wiley - Chief Legal Officer, Radhika Kakkar - Chief Operating Officer, and Paul Teshima - Chief Client Experience Officer.

Rudy Adler

Brett Huneycutt is the Chief Product Officer at [Wealthsimple](/org/wealthsimple). Brett was previously the Director of Product at [Ancestry](/org/ancestry), where they researched their birth family though public records and DNA. Brett was also the Co-Founder of 1000Memories, which was backed by [Y Combinator](/org/y-combinator), Greylock Partners, [SV Angel](/org/sv-angel), [Lowercase Capital](/org/lowercase-capital), and more. Prior to that, they were an Engagement Manager at [McKinsey & Company](/org/mckinsey-company), where they led a project with the Mexican government and Gates foundation to promote financial inclusion among 5 million most marginalized Mexican families (Oportundiades recipients). Brett is also the Co-Founder of Border Film Project, which distributed hundreds of disposable cameras to undocumented migrants crossing the U.S.-Mexican border and Minuteman volunteers trying to stop them. The photos became a book published by Harry N Abrams and distributed at American Apparel and exhibited at 15 venues in the U.S. and Mexico including SMOCA and DiverseWorks. Press coverage from CNN, Wall Street Journal, and CBS.

Brett Huneycutt attended Brophy College Preparatory for high school. Brett then became a Fulbright Scholar and studied immigration and small business development with econometrics and field interviews in El Salvador. Afterwards, they attended [Boston College](/org/boston-college) for their BA in Economics and Math. Brett then became an exchange student in economics at Universidad Iberoamericana, Ciudad de México. After that, they pursued an MPhil in Economics at the [University of Oxford](/org/university-of-oxford). Lastly, they attended [Y Combinator](/org/y-combinator).

Brett Huneycutt reports to Michael Katchen, CEO & Co-Founder. They are on a team with Aimee Fearon - CFO, Marina Harris - Chief People Officer, and Rudy Adler - Chief Marketing Officer.

Brett Huneycutt

Marina Harris has been a driving force in the human resources industry for over a decade. Marina is currently the Chief People Officer at Wealthsimple, but they have also held leadership positions at Netflix and Samsung Electronics.

At Netflix, Harris was responsible for managing a team of HR Business Partners who worked across Product Development. In this role, they were tasked with assessing, coaching, and influencing leaders in order to help the company scale and achieve new levels of success. Harris was also instrumental in developing and driving programs that supported inclusion and diversity, employee development, compensation assessment, workforce planning, and organizational health assessments.

Before their time at Netflix, Harris served as the Head of HR for Samsung Electronics' Global Innovation Center. In this role, they partnered with the executive team to help define culture values and champion those values across the organization. Harris also served as a thought partner to the leadership team in areas such as organizational structure design, change management, talent acquisition, employee development, and employee relations resolution. In addition to these responsibilities, Harris also developed a 360 framework that was tied to the team's values and culture and conducted an organizational assessment based on values and culture.

Harris is a proven leader in the human resources field and has demonstrated their ability to drive positive change within organizations. Marina is passionate about supporting employees and helping organizations thrive.

Marina Harris has a strategic program management certification from [Stanford University](/org/stanford), a masters in organizational development from the [University of San Francisco](/org/university-of-san-francisco), and an honors BA in political science from the University of Toronto - Victoria University.

They are on a team with Blair Wiley - Chief Legal Officer, Brett Huneycutt - Chief Product Officer, and Adnan Shah - Director, Compliance & Chief Compliance Officer. Marina Harris reports to Michael Katchen, CEO & Co-Founder.

Marina Harris

Blair Wiley is the Chief Legal Officer at [Wealthsimple](/org/wealthsimple). Prior to joining [Wealthsimple](/org/wealthsimple), they were a partner at Osler, Hoskin & Harcourt LLP from May 2006 to December 2018.

During their time at Osler, Hoskin & Harcourt LLP, they were a securities lawyer with expertise in dealer/adviser registration, derivatives, asset management, investment funds, marketplace rules and fintech.

Blair has a deep understanding of the financial industry and has been instrumental in helping [Wealthsimple](/org/wealthsimple) grow into the successful company it is today.

Blair Wiley has a LLB from York University - Osgoode Hall Law School and a BA in English from the University of Waterloo - St. Jerome's University.

Blair Wiley reports to Michael Katchen, CEO & Co-Founder. Blair Wiley works with Radhika Kakkar - Chief Operating Officer, Paul Teshima - Chief Client Experience Officer, and Rudy Adler - Chief Marketing Officer.

Blair Wiley

Aimee Fearon is the current CFO at [Wealthsimple](/org/wealthsimple). Aimee has previously served as the CFO at [Newsela](/org/newsela) from May 2017 to September 2020. Prior to that, they were the SVP, Financial Planning & Analysis at [OnDeck](/org/ondeck) from January 2013 to May 2017. Aimee also served as the VP, Finance at Thumbplay from January 2008 to December 2013.

Aimee Fearon began their career at PricewaterhouseCoopers as a Senior Associate from September 2000 to December 2003. Aimee then joined George Weston Limited as the Director of Internal Audit Services from December 2003 to March 2007. After that, they worked at Ogilvy & Mather as the Manager of Financial Analysis from March 2007 to October 2008.

Aimee Fearon has a Bachelor of Commerce from the University of Toronto, specializing in accounting and economics.

They work with Rudy Adler - Chief Marketing Officer, Marina Harris - Chief People Officer, and Radhika Kakkar - Chief Operating Officer. Aimee Fearon reports to Michael Katchen, CEO & Co-Founder.

Aimee Fearon

Paul Teshima is the Chief Client Experience Officer at [Wealthsimple](/org/wealthsimple). Prior to joining [Wealthsimple](/org/wealthsimple), they served on the Tech and Innovation Advisory Council for the SickKids Foundation from September 2017 to December 2020. In this role, they pledged to donate 1% of any proceeds they made from Nudge.ai to the SickKids foundation. From October 2015 to September 2019, they served as a board member for [PathFactory](/org/pathfactory) (formerly LookBookHQ). Paul co-founded and served as CEO of Nudge.ai from January 2014 to March 2020.

Paul Teshima reports to Michael Katchen, CEO & Co-Founder. They are on a team with Adnan Shah - Director, Compliance & Chief Compliance Officer, Blair Wiley - Chief Legal Officer, and Brett Huneycutt - Chief Product Officer.

Paul Teshima

Adnan Shah is the Director, Compliance & Chief Compliance Officer at [Wealthsimple](/org/wealthsimple). Adnan was previously the Provincial Branch Manager at Aviso Wealth from January 2015 to June 2018 and the Senior Compliance Branch Manager at Manulife Securities from June 2018 to July 2019. Prior to that, they were the Senior Compliance Branch Manager at Manulife Securities from January 2009 to January 2015.

They are on a team with Blair Wiley - Chief Legal Officer, Brett Huneycutt - Chief Product Officer, and Rudy Adler - Chief Marketing Officer. Adnan Shah reports to Michael Katchen, CEO & Co-Founder.

Adnan Shah

Anne Steptoe

Lisa Chang

Karney Li

David Zhang

Radhika Kakkar

Patrick Pichette is a Partner at [Inovia Capital](/org/inovia-capital).

Patrick Pichette

Nazim Cetin

Som Seif is the director at [Wealthsimple](/org/wealthsimple), and they have also previously worked at Purpose Unlimited, [Wealthsimple](/org/wealthsimple), Gibraltar & Company, Purpose Investments, and Claymore Investments, Inc. Som has been in the investment business for over 20 years and has a wealth of experience in both corporate finance and investment banking.

Som Seif graduated from the University of Toronto with a Ba.Sc in Industrial Engineering. Som then attended Earl Haig for schooling.

Wealthsimple

Org chart

Teams

CEO and Executive Team

Leadership Team

Board of Directors

Founding Team

Discover similar companies