Your Partner for Providing Next-Generation Client Solutions
Experience, Expertise, Understanding
At Derivaty, we are bringing together a diverse range of backgrounds and experiences to help solve for the diverse needs of individual investors.
The technology we have built is informed by a deep understanding of the challenges faced by individual investors and the instruments required to address those challenges. Our vision is to bring transparency and simplicity to powerful investment tools, which previously may have been difficult to access or difficult to use.
Founder / CEO
Seasoned business leader, with experience managing start-ups, large investment managers, and investment bank divisions. Over 25 years experience in the derivatives industry.
Experienced strategy developer, focused on client-centric investment solutions and outcome-oriented strategies. BS in Mechanical Engineering from Columbia University.
20 years experience in the financial services industry, 15 years focused on derivatives. 10 years as a portfolio manager with an emphasis on volatility strategies, structured solutions, and quantitative investing. Focused on client and advisor support and education, prioritizing customized investment solutions. BA in Psychology from Georgetown University, MBA from Cornell University.Linkedin
5 years in the investment management industry. 8 years experience distributing mutual funds, ETFs and managed account solutions to financial advisors. 7 years as a financial advisor creating and managing investment portfolios for individual investors. BA in Finance and MBA from Quinnipiac university.
Ready to Take Back Control?
We built a powerful, digital structuring engine that condenses the knowledge and experience we've gained over 20 years in the investment industry. But we didn't build it for us - we built it for you. In seconds, you can begin building customized investment solutions.