CEO

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.

PRESIDENT

Seth started his career focused on alternative investments research and analysis working for multi-billion dollar allocators and family offices. His responsibilities included creating investment criteria, developing a robust pipeline of prospective investments, and constructing portfolios of alternative investments for institutional clients. In addition to his investing experience, Seth had a senior role at Novus Partners, a venture capital funded buy-side financial technology analytics company that grew from 15 to over 100 employees during his tenure. At Novus, Seth focused on building the client-facing investment team, product, and business development. Seth grew up in South Florida and attended University of Florida where he earned both an M.S. in Decision Information Science and a B.S. in Finance with a Minor in Economics.

Co-Founder and Chief Technology Officer

Wei has over 15 years of engineering experience and developed Canoe’s proprietary technology. At Canoe, he is responsible for managing technology development and recruiting engineering talent. Prior to founding Canoe, Wei spent five years creating technology that applied machine learning and various other techniques to track alternative investments for Portage Partners. Prior to joining Portage, he worked at the Office of the Mayor in Fitchburg, MA as well as Bentley University with a focus on designing software to sort through large, complex data sets, and analyze results of a study in correlation versus causation in stock market co-movement. Wei grew up in China and moved to the U.S. to earn an MBA from Fitchburg State University and a M.S. in Operations Research from the Graduate School of Engineering and Applied Science at Columbia University.

Chief Revenue Officer

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.

HEAD OF SALES

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.

DIRECTOR OF CLIENT SUCCESS

Mike leads Canoe’s client success efforts which include onboarding, training and education, support, and ongoing relationship management. Prior to joining Canoe, Mike focused on Enterprise Relationship Management and Deployments at Addepar, a performance reporting and data aggregation platform. Earlier in his career, Mike spent the better part of a decade in several investment roles for Legg Mason Investment Counsel. In 2018, Mike also co-founded and served as the Executive Director of the TrueFiduciary Institute, a non-profit organization focused on ensuring financial well-being for college and university students and the members of their surrounding communities. Mike graduated from Loyola University Maryland with a degree in Business Economics and Political Science.

VP OF OPERATIONS

Aryn leads business operations, finance, and legal functions at Canoe. Prior to Canoe, he held customer success and operations roles at Novus, a portfolio analytics solution for hedge funds and institutional investors. At Novus, Aryn managed the company’s expansion from New York to London. Aryn began his career at Cambridge Associates, researching private equity and venture capital managers for institutional investors. Aryn graduated from Miami University with a Bachelor of Science degree in Finance and Statistics.