Jerry is the President and co-founder of Smartleaf, a pioneering developer of advanced portfolio rebalancing technology that automates the management of customized, tax-, risk- and expense-sensitive portfolios. Jerry created Smartleaf to enable wealth managers to provide all clients, of all sizes, a level of portfolio management that was once the exclusive preserve of ultra high net worth investors. Smartleaf’s system is used by banks, RIAs, broker dealers and TAMPS to manage over $50B, everything from $5 fractional share equity robo accounts to highly customized, tax-optimized $1B taxable UMA and UMH accounts.
Before founding Smartleaf, Jerry was a founder and director of Crimson & Brown Associates, which was sold to a division of the Washington Post, providing a tenfold return to its investors.
B.A., Math, B.A., Computer Science, University of Wisconsin. Series 65.
Stefan joined Smartleaf in 2008 and leads the technology and product management teams. Prior to Smartleaf, he developed software platforms for e-commerce and distribution logistics at StoreSpinner.
Stefan also spent time working on portfolio analytics and applications at Fannie Mae and on chemical sensor hardware at the Naval Research Lab.
B.S., Operations Research and Engineering, Cornell.
Diana joined Smartleaf in 2007. As VP of Operations, her responsibilities include overseeing Smartleaf's financial management, human resources, and facility management.
She began her career at J.P. Morgan Invest, LLC, an online subsidiary of J.P. Morgan Chase. For more than 20 years she worked in back-office investment operations, client support and project management capacities.
B.S., Business Management, Simmons College. Certificate in Accountancy, Bentley University.
Bob has been at Smartleaf since 2002 and directs all client support and outreach, including overseeing all initial client implementations and ongoing client support. Bob has also managed relationships with Smartleaf’s distribution partners, and has over 20 years of executive experience in operations, finance, client service, client management and program installations.
Before joining Smartleaf, Bob was Vice President of Operations at NEON (New Era of Networks), where he also led customer service and client operations. He has also been Director of Technical Support and Training at Shiva and Head of Logistics at Teradyne.
B.S., Civil Engineering, B.S., Management, Massachusetts Institute of Technology. M.B.A., Harvard University.
Bob joined Smartleaf in 2020 to lead the go-to-market efforts. Bob has more than 30 years of experience delivering sales and marketing results for FinTech SaaS and services businesses, ranging from working at/consulting for 20+ start-ups, to leadership roles at large firms such as BNY Mellon’s Eagle Investment Systems.
Stanford GSB Executive Program. B.A., Drew University. Series-65.
Robert has worked at Smartleaf since 1999 and is entrusted with designing and updating new financial features for Smartleaf’s overlay system, such as fixed income trading and forced tax loss harvesting. He also oversees the installation of Smartleaf’s overlay portfolio management system with all clients. To date, 100% of Smartleaf’s installations have been successful and on time. Additionally, Robert oversees the company’s overall design and product structure, and assists clients with integration issues.
Robert is the principal author of the widely used Apache web server version 1.0. He and the other members of the development team were awarded the 1999 ACM Software System Award for their achievement. Robert has designed and implemented Internet systems that support medical decision making for W3Health Corp, and massively-parallel data-retrieval systems for Thinking Machines Corp.
B.S., Biology, Harvard University. Ph.D., Brain & Cognitive Science, Massachusetts Institute of Technology.
Ana joined Smartleaf in 2009. Her team is responsible for application and API engineering and support. Prior to joining Smartleaf Ana was doing research and development in Speech and Natural Language and Information Extraction at BBN Technologies. She worked on BBN's continuous speech recognizer and question answering system and also served as technical project manager during the implementation of BBN's distributed speech recognition platform.
B.A., Computer Science, Harvard University.
Dan has been running IT, operations and security for Smartleaf since 2003. His daily priorities are the security of customer data, keeping everything running smoothly, and teaching people to be happy by doing the right things.
Previously he worked at Akamai, BBN, and ran a regional ISP. Dan volunteers in several capacities: supporting Linux and DevOps groups, moderating online fora including rec.audio.high-end, advising the Investment Committee of the Friends of the Waltham Public Library, and preventing cats from knocking a ridiculously large amount of LEGO to the floor.
Mohammad joined Smartleaf in 2017. His team works on implementation and scalability of the Analytics Engine as well as developing and maintaining risk models associated with portfolio optimization. Prior to joining Smartleaf, Mohammad was co-founder and CTO at Lighthouse Signal Systems, a technology company focusing on indoor geo-location and location-based analytics. Mohammad has also worked as a senior system engineer at Skyhook (acquired by Liberty Media subsidiary, TruePosition) and as a staff member at the Center for Wireless Information Network Studies (CWINS) at Worcester Polytechnic Institute.
Mohammad has designed and deployed highly scalable cloud systems to return updates and provide insights using Machine Learning and Neural Networks on large data sets. Mohammad holds multiple patents and publications for his work on location techniques.
M.Sc. & Ph.D., Electrical Engineering, Wireless Communication, Worcester Polytechnic Institute.
Julie joined Smartleaf in 2002. She is responsible for application quality assurance, design, design review and usability. She works closely with other teams at Smartleaf to assess and meet user requirements and meet Smartleaf’s high standard of service. Julie worked as a contracting consultant at Waterfield Technology managing various QA efforts, as well as at Gomez Advisors and BBN. She enjoys writing poetry and fiction and painting (oils, acrylic and watercolor). Julie is the artist of the artwork in the entryway of Smartleaf’s headquarters.
B.A., Sociology, Bucknell University.
Kim first joined Smartleaf in 2014 as a technical writing intern through Northeastern's co-op program. Upon graduating in 2016, she returned to Smartleaf to focus on product management. She works closely with our clients and engineering teams to identify, prioritize, and design improvements to the application. Outside of the office, she serves as a board member for her local Toastmasters club, Speak Up Cambridge.
Prior to Smartleaf, Kim worked with Northeastern's New Ventures team to launch a new experiential learning initiative, the Experiential Network. She has also worked for e-commerce site Wayfair in merchandising operations.
B.S., Business Administration, Northeastern University.
Melissa joined Smartleaf in 2017 as a technical writing and product management intern through Northeastern’s co-op program. Currently, she works closely with the client services and product management team to support initial client implementation and ongoing client and cross-departmental projects.
Prior to joining Smartleaf, Melissa worked for the digital publishing team at Cengage Learning and interned for the programming and Muse conference teams at Grub Street.
B.A., English and Media Studies, Northeastern University.
Dr. Nitzberg is currently Executive Director of UC Berkeley's Center for Human Compatible AI, as well as head of strategic outreach for Berkeley AI Research (BAIR). He began studying AI as a stowaway student at MIT in the early 1980's and wrote his Ph.D. in Computer Vision and Human Perception in 1991 under David Mumford at Harvard University. Mark has built companies and products in the areas of computer vision, machine learning, financial portfolio optimization, workflow efficiencies, online commerce, development aid data capture and analytics, and film and theatre. Most recently, he was the Director of Computer Vision Products at A9/Amazon following their acquisition of The Blindsight Corporation, a maker of assistive technologies for low vision and active aging, where Mark was founding CEO.
B.A., Mathematics and Music Composition, University of Oregon. Ph.D., Computer Science, Harvard University.
Robey first joined Smartleaf in 2019 as a marketing and business development intern through Northeastern's co-op program. Upon graduating in 2020, he returned to Smartleaf to focus on coordination of business development activities. He focuses on qualifying leads for our business, assists with marketing campaigns, supports customer acquisition and develops enterprise sales strategies. Outside of the office, he plays left field for a local softball team, and co-hosts Smartleaf philosophy nights.
Prior to Smartleaf, Robey worked at the Boston Consulting Group on the global operations team. He has also worked for startup accelerator, MassChallenge HealthTech as a startup services coordinator.
B.S., Business Administration, Northeastern University.
Sara joined Smartleaf in January of 2021 as a marketing and communications associate. Her responsibilities range from developing marketing strategy and execution for original Thought Leadership posts, webinar strategy, digital and social media advertising as well as lead generation activities, website content and design oversight, press releases, and managing co-ops with day-to-day mentorship.
B.A., in Global and Cultural Communications with a double minor in Psychology and International Business from Suffolk University.