| Name | Title | Contact Details |
|---|---|---|
Lindsay Creed |
Vice President, Human Resources | Profile |
Jack Crowell |
Vice President, Product Specialist | Profile |
Leonardo Nesci |
Vice President, Head of IT Operations | Profile |
Gail Burlant |
Chief Human Resources Officer | Profile |
Founded in October of 2016 by Samir Vasavada and Runik Mehrotra, Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource -- their client relationships. Vise is headquartered in New York City and is backed by Sequoia Capital Founders Fund and Bling Capital.
Founded in 1962, OMERS is one of Canadas largest defined benefit pension plans, with more than $95 billion in net assets, as at December 31, 2017. It invests and administers pensions for almost half a million members from municipalities, school boards, emergency services and local agencies across Ontario. OMERS has employees in Toronto and other major cities across North America, the U.K., Europe, Asia and Australia – originating and managing a diversified portfolio of investments in public markets, private equity, infrastructure and real estate.
Capital Markets Advisory Partners is a New York, NY-based company in the Financial Services sector.
"Blaylock & Company, Inc. (""B&C"") is a full service institutional securities firm providing investment banking, capital markets, sales & trading, and other related services to large-cap and emerging growth to middle market corporations and sponsors. B&C"
Alpine Equity Trust is a Purchase, NY-based company in the Financial Services sector.