our people

we're working our socks off to reinvent the way you manage your money

Board of Directors

Paul Pagnato

Paul Pagnato

Co – Chairman, Cresset and Founder PagnatoKarp

B.Sc (FAU), Executive Program (Singularity)

Craig Bond

Craig Bond

Chairman and President

B.Com, LLB, H.Dip Tax (Wits), SEP (Harvard), Fintech Program (Oxford)

Mike Baxter

Mike Baxter

Senior Partner, Bain and Co. NY

BA Hons (Oxford), MBA (Wharton)

Dr John Paul Rollert

Dr John Paul Rollert

Adjunct Assistant Professor, Behavioural Science, Harvard and Chicago Booth

BA (Harvard), JD (Yale), PhD (The John U)

Steve Le Roux

Steve Le Roux

Founder and CEO

ProfGC Strategic Mngmt (Harvard), Fintech Program (Oxford), DipSc IT

Ted Hill

Ted Hill

Partner and COO, B Capital Group

BA (Bucknell), MBA (Harvard)

Advisors

Dr Rory Lewis

Dr Rory Lewis

Associate Professor of Computer Science, Artificial Intelligence and Machine Learning, Colorado University

BS Computer Science and JD (Syracuse), PhD (UNC)

Dr Bulent Aybar

Dr Bulent Aybar

Professor of International Finance, Harvard

B.Sc (META), PhD (OSU)

Dr Marwan Hassoun

Dr Marwan Hassoun

President & CEO, Intellectual Inspiration and Executive Director, UM6P Ventures/MIT Sandbox Program

BS, MS, PhD (Purdue)

Jenny Broadbent

Jenny Broadbent

Cyber Security Expert, Former Ministry of Justice

Chartered Accountant (FCA)

Management

Steve Le Roux

Steve Le Roux

Founder and CEO

ProfGC Strategic Mngmt (Harvard), Fintech Program (Oxford), DipSc IT

Craig Bond

Craig Bond

Chairman and President

B.Com, LLB, H.Dip Tax (Wits), SEP (Harvard), Fintech Program (Oxford)

John(JD) DiThomas

John(JD) DiThomas

CRCM, CAMS, CCEP

Matthew Armandi

Matthew Armandi

Chief Financial Officer

BS Accounting & IT(WVU), CPA

Diederik Meeuwis

Diederik Meeuwis

Co-founder and SVP Operations

LLB (Leiden), M.Sc Bus. Admin (TIAS), innovation Program (Harvard)

Gabor Szanto

Gabor Szanto

SVP, Mobile Engineering

B.Sc Software Engineering (Széchenyi István University)

Alwyn van Wyk

Alwyn van Wyk

SVP, Product and Engineering

Nat. Dip Computer Systems (VUT)

Matina Dimitriadou

Matina Dimitriadou

SVP, User Experience and Design

BBA (Macedonia), BA - Graphic Design (Vakalo)

Engine Room

Brian Higdon

Brian Higdon

Director, AML and RIA Compliance

BA Cum Laude (Georgetown), CAMs

Hugo Ávila

Hugo Ávila

Senior Software Engineer

BSc. Computer Science at Universidad de Los Andes, Colombia

Michael Pretorius

Michael Pretorius

Web Developer and Software Engineer

Learnership at Younglings VA

Luke Petzer

Luke Petzer

Developer and Software Engineer

Learnership at Younglings VA

Shenine Botes

Shenine Botes

Senior Data Scientist

B.Sc Mathematics, Hons Logistics (Stellenbosch University)

Pierre Baard

Pierre Baard

Data Scientist

Masters in Operational Logistics, B.Sc. Hons Operational Research (Stellenbosch University)

Jacqueline Epstein

Jacqueline Epstein

Community Engagement and Marketing

BA Cum Laude (Harvard College)

Anuhya Challagundla

Anuhya Challagundla

Community Engagement and Marketing

Key Investors

Fielding Miller

Fielding Miller

CEO, CapTrust - Largest RIA in US with $362B Client AUM

Paul Pagnato

Paul Pagnato

Co – Chairman, Cresset and Founder PagnatoKarp

Mike Baxter

Mike Baxter

Senior Partner, Financial Services, Bain & Company, NY

David Canter

David Canter

Executive Vice President, Head of the RIA Fidelity Investments

Jim Schleckser

Jim Schleckser

CEO and Founder, Inc. CEO Project

Will Weisman

Will Weisman

MD, KittyHawk Ventures, frontier tech investment firm. Executive Director at Singularity University

Jim Haudan

Jim Haudan

CEO, Root, Inc. Top Management Consultancy

Neal Rothermel

Neal Rothermel

Principle Officer, VMS BioMarketing

Eric Becker

Eric Becker

Founder & Co-Chairman, Cresset Capital with over $9.5B AUM

Raj Sharma

Raj Sharma

Managing Director and Head, Merrill Lynch Private Wealth Management

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