A New Era of Investment Operations

Advisory

Stanton Green

Stanton Green is currently an Executive in Residence for Warburg Pincus, working with their FinTech portfolio and focused on deal flow and diligence with that team. He is also a Venture Advisor to Blumberg Capital, a west coast FinTech venture firm with offices in San Francisco, New York and TelAviv. He is a member of Tribeca Early Stage Partners, in New York City.

Stanton was a Senior Managing Director and Co-Head of Equities at Guggenheim Securities, LLC where he helped transition the business into a leader in Healthcare and Tech capital markets.  He joined Guggenheim from OTR Global where he served as President and CEO, shaping OTR into a premier research firm.  Prior to OTR, he was a founding partner, president and CEO of Vista Research, a FinTech data/information business and oversaw a successful sale to Standard & Poor’s (a McGraw Hill Company).  Prior to that, Stanton was a Managing Director of Epoch Partners, a FinTech focused investment bank backed by Kleiner Perkins, Benchmark and Trident.  He was part of the deal team that successfully sold the firm to Goldman Sachs in 2001.

Stanton began his career at Merrill Lynch and Morgan Stanley  in the equity derivatives business.   He graduated with a BA from Dartmouth College.

Advisory

Jack Klinck

Jack has spent his career in financial services serving on the management committees of State Street and BNY Mellon, and more recently in Venture Capital.

Jack began his career at American Express before moving to Mellon Bank in 1997 where he was promoted to CEO of its International Operations based in London and Vice Chairman serving on the Management Committee. In 2006 Jack then joined State Street in Boston, also serving on its Management Committee, where he ran Global Strategy and Marketing, Hedge Fund Administration, Client Management and started a new business unit called Global Exchange leveraging State Street’s data and analytics tools to help clients. In 2015, Jack left the large corporate world to focus on helping smaller firms grow through a new Venture Capital firm called Hyperplane. The firm has incubated two start-ups and made 42 investments focused on artificial intelligence and advanced technologies in the B2B space.

Jack has extensive board experience across a range of companies. He was the first independent director to join Cardlytics (NASDAQ:CDLX) when it was a private company and helped lead the 2018 IPO as an Audit Committee and Pricing Committee member. He also serves on several private company boards spanning Seed Stage through Series D.

Jack has been active in the communities where he lives and works. He recently spent 10 years as a board member of the Boy Scouts of America for Eastern MA including 2.5 years as Chairman. He also serves on the Advisory Council of the Boston Symphony Orchestra, the National Association of Corporate Directors New England Chapter and the International Yacht Restoration School.

Jack has an MBA from The Fuqua School of Business at Duke University and a BA from Middlebury College where he earned Honors on his Senior Thesis. He has continued his education throughout his career with course work at Harvard Business School and INSEAD.

Advisory

David Krell

David Krell is an option market exchange executive, educator and consultant who is the co-founder of International Securities Exchange, LLC, (ISE) and served as its CEO and President since inception until 2008 when he became chairman until the ISE was sold to Nasdaq. From 2007 to 2015, he also served on the Supervisory Board of Deutsche Boerse AG.

From 1984 to 1997, Krell was vice president, options and index products, New York Stock Exchange where he managed marketing, systems and new product introductions for the division. From 1981 to 1984, he was first vice president at the Chicago Board Options Exchange, responsible for the management and operation of the marketing and sales division. Krell was also a vice president of Merrill Lynch from 1978 to 1981 and founded its managed options service.

Krell has been active in numerous industry groups. He was a director on the board of the International Federation of Technical Analysts, a president of the Market Technicians Association and a director on the board of The Options Clearing Corporation.

Krell formerly was an adjunct professor at Rutgers University Graduate School of Management and at the Graduate School of Baruch College. He has taught, coordinated and directed numerous seminars and workshops at the New York Institute of Finance.

Advisory

John Lehner

With more than 30 years of asset servicing industry leadership experience across product, technology, data and services, John has spent the last two decades successfully building and transforming global businesses, most notably as the Global Head of State Street’s Investment Manager Services, and as CEO and Chairman of BNY Mellon Technology Solutions and Eagle Investment Systems. 

As the global head of State Street’s Investment Manager Services (IMS) business he led the strategic direction, sales, service and operations for IMS globally, with responsibility for employees in 14 countries and was on the State Street Management Committee.

Prior to State Street, John was a member of the BNY Mellon Operating Committee and served as CEO of BNY Mellon Technology Solutions, President of BNY Mellon New England and Chairman of Eagle Investment Systems. 

John holds a Bachelor of Arts degree in Asian Studies from Seton Hall University.

Advisory

Jay Mandelbaum

With over 20 years of experience as a senior executive in the financial services industry, Jay Mandelbaum currently serves as an advisor, investor and board member to private early-stage and growth technology companies including BioCatch, Fundbox, PolicyGenius, and Street Contxt.

Among his industry roles, Jay was Executive Vice President and member of the Operating Committee at JPMorgan Chase & Co. where he had responsibility for corporate strategy, marketing and the bank’s digital and payments activities. Prior to JPMC, he was the CEO of Smith Barney Private Client, Vice Chairman of Salomon Smith Barney, and a member of Citigroup’s Management Committee. He also had senior roles at Bank One Corporation and Primerica Corporation.

Jay began his career as a management consultant at McKinsey & Company. He received his bachelor’s degree from the Woodrow Wilson School at Princeton University and his MBA from Harvard Business School. Jay is a long-time Trustee and Chairman of the Finance Committee for the Central Park Conservancy, and previously served on the Board of Trustees for the Trinity School in New York City and Central Synagogue.

Advisory

Heidi Miller

Heidi Miller was President of International at JPMorgan Chase & Co between 2010 and 2012 where she led the bank’s global expansion and international business strategy across the Investment Bank, Asset Management and Treasury and Securities Services divisions. Before this, she ran the Treasury and Securities Services division for six years. Other past roles have included Chief Financial Officer Citigroup and Chief Financial Officer of Bank One Corporation.

Previous appointments include non-executive Director roles for General Mills Inc., Merck & Co Inc. and Progressive Corp. She was also a trustee of the International Financial Reporting Standards Foundation.

Heidi Miller graduated from Princeton University in 1974 with a BA in history and received a PhD in Latin American history from Yale University in 1979.

Heidi Miller is a non-executive Director of HSBC and Fiserv, Inc.

Advisory

Avi Nachmany

In 1986, Avi co-founded Strategic Insight (SI), a research and business intelligence firm for the mutual fund industry. In its early days, SI focused on the small, emerging U.S. fund industry. Today, SI’s research and technologies are shared throughout the world with companies that collectively manage a majority of the nearly $50 trillion invested in mutual funds globally.

 
After retiring from SI at the end of his 30th year there, Avi remains an independent mutual fund industry consultant and advisor and on a number of advisory boards focusing on mutual fund compliance. Avi is frequently invited to provide fund industry perspectives in conference and in the media. Avi is an Advisory Board Member of the NYC-based Baron Funds.

Avi was raised in a farming village in Israel, studied Chemistry at Tel Aviv University, and received an MBA, with distinction, from New York University’s Stern School of Business.