ABOUT FINOMIAL

Finomial automates investor servicing from end to end, Finomial is transforming the buy side investment process by automating the manual hedge fund subscription process between investor, fund manager and administrator.

Team

Board Members

Advisors

Meredith Moss

Meredith Moss

Bill Wilder

Bill Wilder

Penelope Silva

Penelope Silva

Arin Epstein

Arin Epstein

Liam Brenner

Liam Brenner

Meredith Moss Bill Wilder Penelope Silva Arin Epstein Liam Brenner

Meredith Moss

Founder & CEO

At Credit Suisse, Meredith witnessed the challenges in capital activity processing faced by the alternatives industry and went on to found Finomial to solve this problem. Meredith drove Reuters’ position in the equities markets during the transition from paper tickets to electronic trading, first as product manager for buyside and sellside equities trading platforms, and then as head of the Institutional Equities business, with a $230 MM P&L. As lead strategist for Equities Technology at Lehman Brothers, Meredith drove priorities and spending of a $500MM budget. Meredith started her 20-year career at Monitor Company. She graduated with honors from Brown University and holds an MBA from Harvard Business School.

Bill Wilder

CTO

Bill Wilder is the Chief Technology Officer at Finomial. In his more than 25-year career in software Bill has held technical leadership and consulting roles with many organizations, ranging from small startups to very large enterprises. Early on, Bill was a software development manager at Lotus in their business data division, and more recently at Fidelity Investments served as SOA architect within their institutional business unit then served as enterprise architect driving Microsoft .NET development standards and practices with senior architects from across the company. Bill is recognized by Microsoft as a Windows Azure MVP and an Azure Insider, and is the author of the book Cloud Architecture Patterns.

Penelope Silva

Director of Customer Success

Penelope has over ten years of experience in the Financial Services Sector. She was an integral part of the Investor Relations Team at Fortress Investment Group, a $64 billion alternative asset management firm. She has also held positions in marketing and communications at global B2B alternative lending startups. Prior to joining Finomial, Penelope designed and implemented the marketing, communications, and branding strategies for financing and software products at two different companies: an accounts receivable lending firm and a psychometric credit scoring software company. Penelope has a B.A. degree in Mandarin from Williams College. Additionally, she has studied at The Capital University of Economics and Business in Beijing, at The National Taiwan Normal University in Taipei, and at The University of Guadalajara in Mexico.

Arin Epstein

VP of Product Management

Arin Epstein brings over 20 years of experience in delivering on strategic initiatives to drive business growth and improve Advisor productivity. Prior to joining Finomial, Arin was responsible for client development and segment marketing at Morgan Stanley Smith Barney. His team developed highly successful programs to support Financial Advisors’ in growing their share of the retirement and privately held business owner markets. As Managing Director for technology strategy at Citi Smith Barney Arin lead the team responsible for the industry leading advisor desktop; including CRM, Client Performance Reporting, Portfolio Monitoring, Proposals, and the award winning client website SB.com. He has earned degrees in Physics from Reed College and Chemical Engineering from Columbia University.

Liam Brenner

CFO

Liam is an accomplished, C-Level executive with a focus on middle-market and early-stage companies in the dynamic state of growth or distress. He has a 20+ year record of consistently delivering exceptional results for both client companies and owned or started ventures. Liam’s skills involve all phases of corporate stewardship, including: cash management and forecasting, financial modeling, M&A; full cycle management including positioning & marketing, negotiation and sale execution, business development & strategic relationship management, sale strategy creation and implementation, full P&L leadership success, and board level strategic development and decision making. Liam has demonstrated leadership in multiple industries, including: high-tech (devices & software), heavy industry, medical devices, manufacturing, aerospace, value-added distribution, and sports industry. Liam has spent significant time in both B2B and consumer-oriented firms.

David Feldman

David Feldman

Katherine Collins

Katherine Collins

Matthew Cowan

Matthew Cowan

Meredith Moss

Meredith Moss

Sarah Biller

Sarah Biller

Susanne Meline

Susanne Meline

David Feldman Katherine Collins Matthew Cowan Meredith Moss Sarah Biller Susanne Meline

David Feldman

Managing Director at Feldman Advisors

David has nearly two decades of broad technical, operating, business development and consulting experience. Prior to founding Feldman Advisors, LLC, David had a successful tenure as a turnaround executive at a venture-backed health care software company, Patientkeeper, in the role of VP, Engineering. David spent a number of years as EVP of Business Development and Strategy for Viewpoint Corporation. He oversaw products from conception in the lab to ultimate adoption by strategic partners. Early in his career he was a co-founder of Specular International, makers of a 3D modeling, rendering and animation software system, where he served as Director of Research and Development, Chief Strategist and acting CFO, in which capacity he successfully negotiated the sale of the company. David began his career as a software engineer for the System Software Group at Apple Computer. David received an AB in computer science from Dartmouth College and an MBA with distinction from Harvard Business School.

Katherine Collins

Founder and CEO at Honeybee Capital

Katherine Collins is Founder and CEO of Honeybee Capital, dedicated to pollinating ideas across varied fields in pursuit of optimal investment decision making. Prior to founding Honeybee, Katherine served in numerous capacities at Fidelity Management and Research Company: as head of US Equity Research, she led one of the largest buy-side research operations in the world. As Portfolio Manager, she was solely responsible for investment decisions for the multi-billion dollar Fidelity America funds while based in London, and for the entire range of Fidelity Mid-Cap Funds while based in Boston. Every fund that Katherine managed at Fidelity outperformed its relevant benchmark during her tenure. As Analyst, she managed several different industry-specific Select funds and researched over a dozen different industries. She also spent two years at the Fidelity Foundations, acting as Program Officer for these large philanthropic organizations. Katherine is an alumna of Wellesley College and Harvard Divinity School, and holds a CFA designation.

Matthew Cowan

Managing Parter at Bridgescale Partners

Matthew Cowan is a co-founder of Bridgescale Partners and brings more than 17 years of investing experience. Prior to forming Bridgescale, Matthew was the founding General Partner of Bowman Capital’s venture capital group in 1998, focusing on expansion-stage technology companies. While at Bowman, Matthew was responsible for leading investments in Arrowpoint Communications (sold to Cisco), Atheros (NASDAQ: ATHR), Broadbase (sold to Kana), epinions (sold to eBay), FastForward Networks (sold to Inktomi), Onebox (sold to Phone.com), ONI Systems (sold to Ciena), RemarQ (sold to Critical Path), SupportSoft (NASDAQ: SPRT), Sycamore Networks (NASDAQ: SCMR) and The Street.com (NASDAQ: TSCM). Immediately prior to joining Bowman Capital, Matthew held several positions at Intel Corporation starting in 1993, including Director of Corporate Business Development, where he managed Intel’s Internet, media and international investment activity.

Meredith Moss

Founder & CEO

At Credit Suisse, Meredith witnessed the challenges in capital activity processing faced by the alternatives industry and went on to found Finomial to solve this problem. Meredith drove Reuters’ position in the equities markets during the transition from paper tickets to electronic trading, first as product manager for buyside and sellside equities trading platforms, and then as head of the Institutional Equities business, with a $230 MM P&L. As lead strategist for Equities Technology at Lehman Brothers, Meredith drove priorities and spending of a $500MM budget. Meredith started her 20-year career at Monitor Company. She graduated with honors from Brown University and holds an MBA from Harvard Business School.

Sarah Biller

Chief Data Officer, Distilled Analytics, Inc.

Sarah Biller is the Chief Data Officer of Distilled Analytics, a FinTech start-up founded in MIT’s Human Dynamics Lab. Distilled Analytics analyzes credit risk and the impact of lending on society. She is also an accomplished FinTech entrepreneur, innovator and educator. Most recently, Sarah was the Head of Innovation Ventures at State Street Bank’s Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, she was the Co-Founder and President of Capital Market Exchange (CMX), a privately-financed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads. Sarah has been a Principal in the launch and sale of several successful venture backed start-ups in the FinTech and Life Sciences sectors. She teaches a graduate level course on the evolution of Financial Technology at Brandeis University, is the co-Founder of the Boston FinTech Sandbox and leads the Boston Fintech Meetup. Sarah also sits on the Advisory Board of multiple start-ups focused on the capital markets, trading and the blockchain. Sarah has also held roles at Fidelity Investments; worked on MCI’s corporate venture team; and launched and led research divisions for Fortune 500 CFO’s and treasurers at the Corporate Executive Board. She studied Finance at West Virginia University and George Washington University.

Susanne Meline

General Counsel & Investment Analyst, Francis Capital Management

Susanne Meline has over 14 years of experience in the investment management industry as the co-founder of two hedge funds, a special situations analyst and general counsel for an investment advisor.  She is also a former investment banker and corporate attorney and previously served as a judicial law clerk in the US Bankruptcy and District Courts.  Ms. Meline is an investment committee observer for Belle Capital – an angel investment fund dedicated to deploying capital in women-created or led start-ups, an endowment committee member for The Blue Ribbon – a women’s support organization that has raised over $75m for The Los Angeles Music Center, and the co-founder of the Contemporary Craft Council at the Craft and Folk Art Museum.  She has a BA from UCLA, a JD from Hastings Law School, holds a board of director certification through the UCLA Anderson Graduate School of Management, a Series 65 license and is an arbitrator for FINRA.

William Donaldson

William Donaldson

Jack Klinck

Jack Klinck

William Donaldson Jack Klinck

William Donaldson

Chairman of the SEC

William H. Donaldson became the 27th Chairman of the Securities and Exchange Commission on February 18, 2003. Mr. Donaldson assumed the helm of the SEC on the heels of numerous high-profile corporate scandals that left investor confidence shaken. Under his leadership, the SEC focused on restoring investor confidence through targeted policy reforms. The agency’s response to the challenges facing the financial markets during Mr. Donaldson’s tenure marked the agency’s most historic era since its creation in 1934. Mr. Donaldson arrived at the Commission with more than 45 years of experience working at the highest levels of business, government and academia. He served as Chairman and CEO of the investment banking firm Donaldson, Lufkin &Jenrette, which he co-founded; Chairman and CEO of the New York Stock Exchange; Chairman, President and CEO of Aetna; and Chairman and CEO of Donaldson Enterprises, Inc.

Jack Klinck

Jack Klinck is currently an active angel and seed stage investor in FinTech oriented firms. Jack is also Managing Partner at Hyperplane Venture Capital, a new manager focused on emerging technologies such as machine learning and IOT. From 2015-2016, Jack served as CEO of Ouisa/ShareNett, a marketplace for family offices to share and co-invest. From 2006 to 2015, Jack was Executive Vice President and Head of Global Strategy and New Ventures at State Street Corporation, where he served on that firm’s management committee and founded two business lines; Alternative Investment Solutions and Global Exchange. Before joining State Street, Jack was Vice Chairman and President of the Investment Manager Solutions Group at Mellon Financial Corporation. Before joining Mellon in 1997, he held various management positions at American Express. In his spare time, Jack serves as President of the Spirit of Adventure Council – Boy Scouts of America and Overseer of the Boston Symphony Orchestra. Jack holds a B.A. from Middlebury College and an M.B.A from the Fuqua School of Business at Duke University.

Investors

Press & News

The 2017 EY Entrepreneur of the Year Award Winners for New England

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EY announces Finomial’s CEO Meredith Moss is named an Entrepreneur Of The Year® New England 2017 Finalist

Finomial News Release For Immediate Release EY announces Finomial’s CEO Meredith Moss is named an Entrepreneur Of The Year® New England 2017 Finalist BOSTON, MA, June 1, 2017 – EY today announced that Meredith Moss, CEO and Founder of Finomial is a finalist for the Entrepreneur Of The Year® 2017 Award in the New England…

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Finomial CTO Bill Wilder Speaks at SecureWorld Boston March 23

Focusing on the theme of Surviving the Siege: Medieval Lessons in Modern Security, Finomial CTO Bill Wilder speaks at SecureWorld Boston. SecureWorld Boston focuses on the principles of fortification that are similar to Medieval fortresses. The great castles of antiquity were ingeniously designed to protect their inhabitants from persistent enemy threats. Their carefully planned and…

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