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Our Team


Gerard Michael
President, Board Member, Co-Founder

Jerry co-founded Smartleaf in 1999 to reduce the operational burden of managing customized, tax, risk and expense sensitive personal portfolios. Smartleaf began selling its overlay portfolio management solution to banks, trusts and financial services companies in 2003, and the company has become a leader in this space with over 50 clients and over $50 billion in assets under management. Smartleaf’s clients increasingly use this as the chassis for their entire wealth management offerings.

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, Univ. of Wisconsin. Series 65




Stefan Mitropolitsky
Senior Vice President of Technology

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 Neuss
Director of Client Support

Diana joined Smartleaf in 2007. As a Director of Client Support, her responsibilities include initial client implementations, ongoing client and partner support and all third party manager support functions. As an initial point of contact for all clients, she works to assess and resolve application related inquiries regarding the software and continually works to ensure that the core team continues to deliver world-class support to Smartleaf's dynamic and growing customer base

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.




Kim Karter
Product Manager

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



Robert McKinley
Vice President of Client Services

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, MIT MBA, Harvard




Jim Taylor
Vice President of Operations

Jim is a co-founder of Smartleaf and has been with the company since its 1999 inception. Jim is deeply involved in client support, including processing client corporate actions, accounting and finance. Jim also runs Smartleaf’s office operations and human resources.

Jim has a long history of working with successful startups. Before Smartleaf he was Director of Operations at Flash Communications, a precursor to instant messaging that was acquired by Microsoft. He also ran operations and development for Valent Software, which was acquired by Lycos. Jim has a B.S. in Economics with a physics minor from MIT, and has coached MIT’s tennis and squash teams since 1965.

B.S. Economics, MIT




Robert Thau
Chief Architect

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. Ph.D., Brain & Cognitive Science, MIT




Mark Nitzberg
Co-Founder and Senior Advisor

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 aquisition 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.