The Canoe Way.

Jason Eiswerth is CEO of Canoe Intelligence, the financial technology company powering more than 400 investment firms with alternative investment document and data management solutions. With more than 20 years of senior management experience, Jason is an accomplished technology leader and entrepreneur with a proven track record of accelerating business growth. Most recently, he served as Managing Director and Head of Private Investments at Nima Capital, a large single-family office focusing on alternatives. As a hands-on leader at TheMarkets.com, Jason managed sales, business development and operations for the company from inception through its ultimate acquisition by Capital IQ. He also incubated, developed and led MeritMark through its sale to WallStreetOnDemand. Jason began his career at Goldman Sachs and Lehman Brothers in capital markets and institutional fixed income. He is passionate about mentoring and building companies, and advises multiple early stage and middle-market businesses. Jason graduated from Lafayette College with a Dual Degree in Economics and English Literature.

Chris Jones is a dynamic and accomplished executive with extensive experience driving growth, enhancing customer satisfaction, and delivering shareholder value in the software industry. He is known for his ability to inspire teams, foster leadership, and build scalable go-to-market systems. Chris has a proven track record of accelerating ARR growth across public, private equity, and venture-backed SaaS companies.

Most recently, Chris served as Chief Revenue Officer at Sift, an AI-powered fraud prevention platform securing digital trust. In this role, he led global sales, partnerships, and customer experience functions. Before Sift, he was the CRO at BetterCloud. In this New York-based SaaS management company, he guided the company to double its revenue to over $60M and played a pivotal role in its successful acquisition by Vista Equity Partners.
Earlier in his career, Chris led sales at PROS, a leading provider of AI-driven SaaS pricing, CPQ, and revenue management solutions. Under his leadership, the company’s revenue nearly tripled to $195M. He has also held executive leadership roles at BeyondTrust, Microsoft, and EMC, where he contributed significantly to their growth trajectories.

Chris earned his Bachelor of Arts in Economics and Sociology from the University of Richmond. He resides in Isle of Palms, SC, with his wife, Kathy, and their english golden retriever. Together, they are proud parents of two adult sons.

Jim is the Chief Financial Officer at Canoe. He brings over 30 years of financial and operational experience to the Canoe leadership team, including corporate finance, investor relations (public, venture-backed and private equity), sales operations, mergers and acquisitions, human resources, and information technology.

Most recently he served as CFO of Device42, Inc., a private equity back enterprise software company from 2019 to 2024, which concluded with a sale of the company to Freshworks, Inc. in mid-2024. Prior to that he served as CFO of Datawatch Corporation, a public company listed on Nasdaq from 2013 to 2018, which was sold to Altair Engineering, Inc. at the end of 2018. Earlier in his career, Jim held senior finance positions with Qvidian Corporation, Desktone, Inc., Empirix, Inc., Narad Networks, Inc. and Silverstream Software, Inc. Jim also worked as an Auditor at Arthur Andersen & Co.

He holds an MBA in Finance from Bentley University – Elkin B. McCallum Graduate School of Business and a B.S. in Accounting from Providence College. He is a Certified Public Accountant in the State of Massachusetts.

Josh is Canoe’s Chief of Staff. Josh is responsible for ensuring Canoe teams are supporting clients through their learning, buying, and value realization of the Canoe platform. Josh collaborates closely with R&D teams on market and client requirements and with client success teams on accelerating client outcomes. As a result, Canoe is well-positioned to target, partner, and enable clients who are most likely to succeed with the solution.

Josh brings more than a decade of experience in wealth management, enterprise software, and financial technology. Prior to Canoe, Josh was a Director of Go-to-Market for Vista Consulting Group, the dedicated value creation team of Vista Equity Partners, where he partnered with executives from a dozen enterprise software portfolio companies on defining market strategy, optimizing the client lifecycle, and growing net retention. Prior to Vista, Josh was a FinTech entrepreneur with Addepar, where he built and led sales and services teams, scaling revenue 10x, clients 6x, and employees 5x. He started his career at Goldman Sachs as a financial analyst.

Josh loves being a husband and a father. He’s an endurance athlete, Irish citizen, long-time Manhattanite, recent Texan, and supports two local Austin initiatives: Waterloo Greenway and Laguna Gloria.

Northwestern University – BA

Columbia Business School – MBA

Columbia University School of International & Public Affairs – MA

Mike has over ten years experience at institutional consulting and financial technology companies. Mike started his career at Cambridge Associates, advising endowments, foundations, pensions, and family offices on asset allocation and manager selection. After Cambridge Associates, Mike spent four years at Novus Partners running the Analytics desk and focusing on analytical consulting for institutional investors, family offices, and hedge funds. Most recently, Mike led the Global Commercial efforts for Dealogic’s Connect offering until it was acquired by ION Investment Group. Mike graduated Magna Cum Laude from Duke University with a B.A. in History and Markets & Management.

An experienced technology leader that has designed and built some of the most innovative machine learning teams in government and industry. Before coming to Canoe, Noel was CTO of the retail analytics company Onsites.io using machine learning to analyze video for behavioral patterns. Prior to that he was CTO at Interos, an AI driven supply chain intelligence company and Kensho Technologies, a Fintech startup acquired by S&P Global in 2018 in the largest AI focused acquisition to date. He previously served over 13 years in the CIA as an intelligence analyst, analytic manager, executive and the first Chief Technology Officer for the Directorate of Support (DS). Noel created and led the first data science & machine learning teams within the Information Operations Center and DS. He was awarded the Directorate’s Innovator of the Year award in 2016. Noel left the CIA in 2016 to found Koto, Kensho’s incubator for Intelligence Community focused machine learning applications. He has a bachelor’s in Electrical Engineering from Auburn University and MA in Security Studies from Georgetown. When he’s not talking tech, you can find him in his shop trying to build furniture or gaming with his friends online.

Tiffany Mosher Taylor is a seasoned people resources practitioner with more than 25 years of experience leading corporate human resources teams to drive business outcomes and goals. As the Head of People for Canoe Intelligence, Tiffany leads Canoe’s People Strategy practice to ensure the availability of world-class talent to drive Canoe’s success. Her responsibilities include strategic talent acquisition, leadership, manager, and employee development; business partnering; and compensation and benefits.

A respected and accomplished HR Executive, Tiffany has held multiple senior HR executive level roles and has deep experience in developing corporate human resources strategies that recruit, retain, and develop top talent. Tiffany is a thoughtful and accomplished leader, with experience in a variety of industries including high-tech, professional services, consumer goods and publishing, including stints with Appcues, PatientPing, dataxu, Akamai Technologies, Borland Software, Cengage Learning, SharkNinja, and Aramark.

Tiffany holds both her BA and MA in Communications from the University of Maine.

Zack Helgeson is the Head of Product at Canoe where he leads product strategy, innovation, and execution across the platform, powering smarter alts management. With a track record of scaling data-driven products and transforming insights into market-leading solutions, Zack brings a dynamic blend of creativity, technical expertise, and strategic vision to building next-generation platforms. At Canoe, he is focused on defining and executing the product vision—one that drives innovation, unlocks new opportunities, and sets the foundation for long-term growth.

Before joining Canoe, Zack was the Head of Product Strategy, Analytics at Nasdaq, where he developed private markets product strategies that helped institutions better access, analyze, and act on data. Leveraging technology and automation, he built solutions that empowered investors to navigate complex private market landscapes with greater precision and insight. His expertise in private capital flows and investment intelligence is rooted in his time at Cambridge Associates, where he built data-driven infrastructure that streamlined fund intelligence, automated data extraction, and improved operational efficiency across institutional investment workflows.

Zack holds the Chartered Alternative Investment Analyst (CAIA) and Certificate in Investment Performance Measurement (CIPM) designations. He is currently pursuing a Master of Information Technology from Virginia Tech and has a B.S. in Business Management from George Mason University. Passionate about building high-performing teams and pushing the boundaries of data-driven innovation, he thrives at the intersection of finance, technology, and product strategy.

Andy Phillips is the General Manager of Canoe Connect. Andy is responsible for all aspects of the Connect solution, from initial market learning to client value realization, operational execution, and product strategy. With nearly 20 years of experience in alternative financial technology, Andy has worked with investment firms’ front and back office groups in both pre-sales and product definition roles. Prior to joining Canoe, Mr. Phillips worked for Backstop Solutions Group across LPs and GPs, and Advent Software within their research management line of business. Mr. Phillips holds a B.S. in Computer Science from Lafayette College.

With nearly 20 years of software engineering experience, Brian is a problem-solver focused on making strategic decisions and bringing them to life through technical expertise. He is responsible for engineering Canoe’s enterprise architecture to ensure scalability. Most recently, he spent 9 years at Braven as Chief Technology Officer and VP of Engineering, transitioning its early-stage architecture to a well-designed and unified code base. As a Principal Software Engineer at S&P Capital IQ, Brian led a global team of engineers with a focus on constructive culture, agile development, and system maintainability. He started his career as a software engineer at Comverse after graduating from Boston University with a Bachelor’s Degree in Computer Science and Mathematics.

An award-winning marketing executive with over a decade of experience, Betsy is responsible for building Canoe’s brand presence and devising and executing the company’s marketing strategy. Most recently, she ran her own consulting business, Betsy Daitch Marketing Advisors, of which Canoe was a client for over four years. As a consultant, Betsy specialized in developing and implementing business-enhancing strategies, marketing materials, and breakthrough marketing campaigns for financial services firms. Prior to that, she gained financial services marketing experience through tenures as Global Director of Marketing at Visible Alpha, Senior Marketing Manager, Investment Management at S&P Global Intelligence, and Marketing Associate at LPL Financial. Betsy graduated from Goucher College with a Bachelor of Arts in Management Studies and Art History and from Kaplan University with a Master of Science in Accounting and Finance.

Jordan Robbins joined Canoe as VP of Revenue Operations and is keenly focused on scalability and growth. In her role, she works closely with our client-facing teams to build processes, implement tools, train & develop colleagues, and glean insights from data to form our go-to-market strategy.Prior to joining Canoe, Jordan was the co-founder and CEO of Lifetime Vintage, a wine marketplace focused on transforming how people buy and consume wine online. The company was acquired in late 2022. She also has significant experience in the fintech space, serving as Head of U.S. Client Success at Jacobi. Jordan started her career as a Portfolio Analyst at Brown Advisory, where she worked with clients who had significant exposure to alternatives.

Matt has 20+ years of experience developing software and building/leading product development teams in the financial services and media industries. Prior to joining Canoe, he was a Director of Software Engineering at Comscore where he led teams responsible for platforms and services enabling the delivery of television audience measurement data to customers. Before Comscore, Matt grew and led multiple product development teams for 12 years at Capital IQ, a division of Standard & Poor’s, where he joined as a software engineer. Matt graduated from the University of Pennsylvania with a Bachelor of Science in Engineering degree for Computer Science.

Patrick has over 12 years experience developing and implementing successful growth strategies for fintech companies. At Canoe, Patrick is responsible for driving continued profitability and overseeing the company’s global go-to-market strategy. Previously, Patrick led cross-departmental innovation initiatives at Addepar and Advent, rolling out new products and expanding into new markets. Patrick graduated from Princeton University with an B.A. in History and received his MBA from NYU Stern School of Business.

Tim leads our Client Success Organization, responsible for the successful implementation and adoption of Canoe Intelligence across our client base. Previously, Tim was head of relationship management at the financial technology platform Addepar, after beginning his career in wealth management at BNY Mellon & Jefferies. Tim graduated from The University of Colorado with a Bachelor of Science degree in Finance.