Our Mission

We believe that the investment world is changing. Regulation is accelerating, technology is empowering, Millennials are moving in, Baby Boomers are moving out, and the "trust me" advisor relationship is being replaced by a collaborative, "help me to understand" client mentality. Our premise is simple: if you want to solve the retirement crisis in America, then more people need to reach out for professional advice, but don't expect them to do so unless they truly understand why that advice is good for them. It's all about investors moving forward with confidence and engaging with their finances.
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Meet the Algonath

The largest, most scalable independent investment analytics platform in the world.


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Welcome to the Algonath, a platform built from the ground up to deliver world-class institutional analytics to the retail investment community in a way they can understand and at a price they can afford.
It merges together two powerful computational platforms: (1) a highly flexible, data agnostic computational complex crunching robust analytics on six million investments globally and (2) one of the world’s most extensive, full-equilibrium global macro economic models covering 25,000 economic inputs and 1,800 factor outputs.
The result goes well beyond standard investment analytics. We can calculate an entire suite of highly insightful and understandable analytics on a full portfolio in less than 20ms. And we love a challenge, so bring us any request.

The FinMason Team


Sean Abbott

Director of DevOps

Sean Abbott is a leading devops engineer, working on the cutting edge of technologies. He was previously feared and beloved at Datarobot, a leading data analysis company where he worked on updating their build and release procedures and implementation, as well as formalizing their internal tools. Before THAT, he changed the shape of CI at Akamai Technologies’ Luna Team with a custom Jenkins configuration engine. His love of technology is matched by many loves, including a good discussion.

Greg Bigelow

VP of Product

Greg is fanatical about producing quality software and has done so at firms such as HitBliss, Thomson Reuters, SiteAdvisor, and Thomson Course Technology. His 20-year career in software Quality Assurance spans all aspects of testing, diagnosing, supporting and improving software so that users have the best experience possible. He has a BS in Engineering from Boston University and an MBA from New York Institute of Technology.

Robert Blake, PhD

Head of Global Macro

Robert has over 20 years of experience in US and international macro and microeconomic analysis. Prior to FinMason, he was a Senior Macro Strategist at State Street Global Markets, where he helped develop and deliver currency, interest rate, and asset allocation strategy products. Robert earned a PhD in Economics from Columbia University and a BA cum laude in International Relations from Michigan State University.

Kevin Bruckenstein

Marketing Communications Director

Prior to joining FinMason, Kevin earned an MA in Mass Communications, with a focus in First Amendment law, and a BS in Advertising from the University of Florida. He has worked in various business units at Fidelity Investments and has co-led the development of a full marketing plan for the Bread of the Mighty Food Bank. Kevin is an experienced writer with works featured in peer-reviewed law journals and on company blogs.

David Bucek

Senior Java Developer

David has more than 20 years of software-development experience. Prior to joining FinMason, he served as a Senior Java Developer at Casenet LLC and as a Senior Programmer at KBC Global Services before that. David specializes in Java, JavaScript, and TypeScript, with focus on enterprise systems, and earned an MS in Computer Science from the Czech Technical University in Prague.

Mark Carroll

Director, Data Science

Mark joins FinMason from Eze Software, where he was the Lead Financial Engineer for the Risk and Valuation product group. Prior to Eze, he was Director of Research at Direxion. He graduated magna cum laude in Mathematics from Columbia University and has a Masters in Computational Finance and Risk Management from the University of Washington's Applied Mathematics department.

Peter Cepeda

Lead UI Engineer

Peter has over 15 years of UI/UX and design experience at both large firms and small start-ups including Boundless Learning, HubSpot, Pubget, Touch Ahead Software, NSK & Associates, and the Boston Bar Association. Recently, he was the lead designer and front-end engineer for EquityTouch, a venture-backed CRM SaaS product. BA from Boston University in Fine Arts with a concentration in Graphic Design.

Mark Hollingsworth

Head of Advisor Solutions

Mark was most previously Director of Enterprise Solutions at Riskalyze of Auburn, California. Prior to Riskalyze, he was Co-founder, President and CEO of NEXT Financial Group, a nationwide independent broker-dealer and investment advisor. Prior to NEXT, Hollingsworth also held positions at Wheat First Securities (now part of Wells Fargo), Branch Cabell and Investors Security. He was also a guest host on CNBC’s ‘Squawk Box’ and ‘Taking Stock’ for 5 years, until the founding of NEXT.

Lukas Karasek

Senior Java Developer

Lukas brings more than 13 years of software-engineering experience to FinMason. Prior to joining, he worked as a Senior Java Developer at Casenet LLC and was a Senior Java Developer at IDC before that. His professional career has spanned three countries and various industries. Lukas earned a BS in Information Technologies at the Technical University of Ostrava.

Bob Leaper

Head of Marketing

Bob been intimately involved in helping FinTech firms with go-to-market strategy and sales execution for more than 20 years, including roles as head of global sales and marketing at Eagle Investment Systems, interim CEO of start-up Data Agent, head of sales at start-up Verilytics, Inc. and head of global business development at Thomson PORTIA. He also spent a number of years as a bond arbitrage trader, and attended Stanford Graduate School of Business and Drew University.

Rich Lenihan

Director of Enterprise Sales

Rich spent the first 13 years of his career at Oppenheimer, Cowen and Paine Webber before making the leap over to WealthTech, where he has been operating in a senior business development role for the last 17 years. He was one of the Founding Partners of Greentrak, which was acquired by Advent Software in 2002. He spent the next 12 years at Advent as a Senior Account Executive/Biz Dev executive before moving to Informa, where he has spent the last 3 years doing what he loves: helping advisors find the right solutions to help them and their clients be successful.

Colin Robinson

Vice President, Data Science

Prior to joining FinMason, Colin earned his BA in Economics from Harvard University, where he studied quantitative analysis with the Harvard Financial Analysts club. Colin is an expert in the R statistical programming language. On a related note, he is also a professional magician in his spare time.

Adam Tashman, PhD

Head of Asset Analytics

Prior to joining FinMason, Adam was a senior quantitative analyst at RBS, where he was part of a team that validated all quantitative risk, financial and valuation models for the bank. He has a PhD in Applied Mathematics and Statistics from SUNY Stony Brook, an MA in Mathematical Finance from Columbia University, and a BA in Mathematics from University of Virginia.

Marek Vesely, PhD

CTO

Marek has more than 23 years of IT experience in various industries. Prior to joining FinMason, he served as CTO at Casenet LLC, as a General Manager at Casenet Europe, and as Senior Enterprise Architect at Hewlett Packard/EDS. Marek earned a PhD, MS, and BS in Numerical Modeling from Charles University in Prague.

Kendrick Wakeman, CFA

CEO

Kendrick has over 27 years of investment experience across a broad range of asset classes and has developed, built and run institutional-level risk management programs at both large and small financial institutions. Prior to founding FinMason, he was a Portfolio Manager/Analyst at Lazard Asset Management. He has a BA from Dartmouth College and holds the Chartered Financial Analyst designation.

 

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Our Advisory Board

Sarah Biller

Business Advisor

Adjunct at Brandeis University, co-founder of the FinTech Sandbox, co-organizer of the Boston FinTech Meetup, and active in several FinTech organizations across the country. Former Head of Innovation Ventures at State Street. FinTech industry veteran with several launches. Former Fidelity, MCI, and Corporate Executive Board.

Dr, Leonard Kogan

Analytics Advisor

Dr. Kogan is a capital markets specialist and the Head of the Finance Department at the MIT Sloan School of Management. He is also a Research Associate at the National Bureau of Economic Research. M.Sc. degree in mechanics and applied mathematics from the Moscow State University, a Ph.D. degree in mechanics from Cornell, and a Ph.D. degree in finance from MIT.

Andy Palan

Technology Advisor

CIO at Intarcia Therapeutics. Former Chief Architect of Enterprise Architecture at CVS Caremark. Former Chief Infrastructure Architect at Liberty Mutual. MS Information Technology Management & Telecommunications System Engineering. Former officer, US Marine Corps.

Scott Peterson

DC Plan Advisor

Former Global Practice Leader for Defined Contribution Services at Hewitt. Named to the “50 Most Influential People of the 401(k) Industry” list by 401kWire, a trade publication. M.B.A. and a B.S. from the Kelley School of Business, Indiana University.

Dan Pierce

Global Macro Advisor

30 years investment experience. Former portfolio manager at State Street Global Advisors. PhD in Engineering and MS in Engineering and Applied Mathematics from Brown University. BS from Harvard.

William Tobey

Global Macro Advisor

Senior Fellow at the Belfer Center at Harvard University. Secretary of State’s International Security Advisory Board. Chairman of the Board of Directors for the World Institute of Nuclear Security. White House National Security Council Staff under three administrations. MA from Harvard’s Kennedy School.

Andrew Novikov

Technology Advisor

Prior to FinMason, Andrew was Technical Lead at Enservio, a software company servicing 80% of the largest insurance carriers. There he led a team of engineers building a robust software solution for automated insurance fraud detection utilizing big data and statistical analysis. Prior to Enservio, he was a Senior Software Engineer at HubSpot, the world’s leading inbound marketing and sales platform.

Google Search

General Advisor

Just being honest. I don't think we have done anything without googling it first.