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Leadership Team
We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio analysis and planning modern, robust, and accessible.

Pauline Shum Nolan, PhD
CEO & Head of Product

Simiao Zhou, PhD, CFA
Director of Research & Senior Software Engineer

Bruce Seago, MBA
CFO & Director

Melanie Arellano Baratto
Software Engineer

Preet Banerjee, DBA
Partner & Director

Armaan Zaffino, BBA
Product & Client Success Manager
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