History and Team

The founders of Lightkeeper, LLC™ are seasoned software innovators. For over a decade, they ran a long/short equity hedge fund with peak assets of $500M. Based on their experience, they conceived, built, and sold Tamale Software®, the industry standard Research Management Software (RMS) solution now used by thousands of investment professionals worldwide. Advent® Software acquired Tamale in 2008.

Complementing the Lightkeeper founders are experienced development professionals, PhDs and specialists in the areas of mathematics, statistics, computer science, business, economics, and research science. All of their careers have included roles with professional investment firms and / or financial software companies. Lightkeeper has assembled an advisory board comprised of senior executives in asset management, financial software, and the legal communities.

This unique combination of skills and experiences has enabled Lightkeeper to create the world's leading Portfolio Intelligence tool.



Aaron VanEtveldt

Development / UI

Aaron joins Lightkeeper from Best Doctors where he served as the senior business process management architect. His responsibilities included developing, optimizing, and integrating core changes to the application workflow engine. Aaron was also a key player in the development of both server- and client-side code using industry standard design patterns applied throughout the company's core application suite. In addition, he utilized his user interface experience on the design of cloud-based applications to replace the aging legacy system for internal users.

Before leaving Palm Beach, FL for Boston, Aaron had a career with PNC Bank. There, he gained his Six Sigma certification and took part in a number of cost-saving IT projects. Aaron supported the Wealth Management Group with their portfolio management software, and also developed and maintained numerous applications including the hardware inventory management tool used across the company's corporate footprint.

Aaron earned his BA in Information Systems Management at Florida Atlantic University while working full time at the bank. When not tinkering with the latest programming language, Aaron is diving the Florida Keys, snowboarding in Colorado, or playing racquetball at the local gym.

Ahmed Salem

Development / UI

Ahmed comes to Lightkeeper from EVRY AB, one of the largest IT companies in the Nordic region. The company provides software solutions and services for the public sector, banking, and financial industry. Ahmed served at EVRY AB as a software developer. He has full system development lifecycle experience, including requirements gathering, system design, coding, and implementing test plans and strategy.

Ahmed was involved with several projects at EVRY AB with a variety of responsibilities. These included building scalable and highly secured financial bank services, working as a web developer with the newest and most cutting-edge technologies as well as leading an outsourced team of developers in India.

Ahmed earned his BS in Computer Engineering from the Royal Institute of Technology in Stockholm, Sweden and now lives in Lowell, MA. Ahmed enjoys swimming, cooking and playing video games.

Anthony Gerhardt

Development / Release Manager

Anthony has worked on a variety of large data projects during his career, and his current interests in software development are defined by data-to-user needs in the financial industry.

Previously, at ITG Anthony was responsible for creating tools to process large sets of financial data, developing computational models, and working with financial researchers to implement analytical software.

Anthony earned a BSc in Computer Science at St. Francis Xavier University in Canada. He currently lives in Boston, where he plays a wide range of recreational sports, and enjoys learning about and cooking global cuisine.



Beau Wood

Development / Operations

Beau is a recent graduate of Tufts University where he earned his BS in Computer Engineering. Most recently, Beau worked with a team of pediatricians at Tufts Medical Center to develop a prototype for an online survey system, giving him insight on both back- and front-end issues regarding software development. Prior, Beau worked at RSA, The Security Division of EMC, which provides intelligence-driven security solutions, where he wrote automated test scripts and built user interfaces.

In his spare time, Beau loves to compete in all kinds of sports. At Tufts, he was a three-time All-American and Academic All-American selection in Lacrosse. He was named a captain for the 2014 National Championship team.

Bill Blinn, MBA

Chief Technical Officer

Bill was formerly senior software engineer at Tamale Software, Inc. He earned his BS from Columbia University, and an MBA from MIT's Sloan School of Management.

Bill joined Tamale as one of its first developers, making him one of the earliest to be involved in just about every aspect of building the Research Management System software, including leading the server-side development team. While at Tamale, Bill decided he should attend business school in order to better understand Tamale's users. He returned to software development with much deeper knowledge and understanding of the user base and their needs and expectations of software.

Utilizing all his years of experience, and stretching beyond the limits of his assignments, Billy's unique skill-sets benefit Lightkeeper to create a thoughtful and robust software solution.

When Billy is not diligently programming and investigating new and better ways to build software, he is seeking the perfect carrier for cream cheese frosting, or playing ultimate frisbee, or rooting for Yankees baseball — even in all the years he's been living in Boston.

Brian Martin, CFA, MBA

Deployment

Brian comes to Lightkeeper from Centerline Partners, a management consulting firm with a focus on Fortune 500 companies within the financial services industry, where Brian worked with two of the largest hedge fund administrators to help define their business needs. Most recently, Brian served as the subject matter expert for an extensive operational assessment at a large hedge fund administrator.

Prior to Centerline, Brian was a senior director of finance at Fidelity's private investment group, Devonshire Investors, which manages a $9B alternative investments portfolio. Brian developed the portfolio allocation, performance, attribution and reporting system for the investors. He also had responsibility for the analysis of acquisition opportunities, managed the portfolio liquidity, procured external financing and generated portfolio projections and financial statements. Brian started his career at Accenture where he was involved with software implementations for the financial services and electronics and high tech industries.

Brian received a full fellowship to attend the F.W. Olin School of Business at Babson College where he received his MBA in Finance with honors. He received his B.S. in Mechanical Engineering from Penn State where he was an Academic All-American in ice hockey and was a member of the mechanical engineering honor society. He is a CFA charter holder and a member of the Boston Security Analysts Society. Brian lives outside of Boston with his wife and three children.



Danny Crane

Reporting Analyst

Danny joins Lightkeeper from Cambridge Associates where he performed operational due diligence on alternative investment managers on behalf of institutional clients; his work focused on a variety of operational elements including accounting, trading, valuation and compliance covering all hedge fund strategies. His research included analysis of firm documents and reporting as well as in person meetings with key operational personnel to assess the adequacy of fund operations.

Prior to joining Cambridge Associates, Danny worked in a fund accounting group at State Street serving mutual fund and hedge fund clients. There, he was involved in processing and reviewing components of fund operations including trading, corporate actions, expense allocations and distributions.

Danny graduated Cum Laude from Boston College majoring in economics and history. Originally from Salem, MA, Danny currently lives in Boston's North End. Outside of work, he can be found cheering for Boston sports teams, exercising, and playing guitar.

Danny Dias

Co-Founder and CEO

Danny was a co-founder and president at Tamale Software, Inc. and Director of Research for 033 Asset Management LLC. Previously, he was a Credit Derivatives Trader at Merrill Lynch and developed a risk management system used by their Latin American credit derivatives desk.

While working at buy- and sell-side investment firms, Danny became frustrated with the lack of accessibility and functionality of tools that purportedly "helped" manage investments and trading. His experiences led him to formulate the idea of a research management system (RMS) software and how it could dovetail into an investment professional's workflow, especially in the increasingly competitive alternative asset management space.

As a founder of Tamale, Danny was responsible for the direction the RMS took from version to version, incorporating client discussions, suggestions, wish-lists, and reactions in this pioneering software sphere. These days, if he is not brainstorming new ideas with clients and consultants, problem-solving implementations with engineers and client services staff, or discussing new investment ideas, Danny can be found running, biking, or sculling — far slower than he used to in the waters and roadways on both coasts.

Danny graduated Magna Cum Laude from Harvard College with a degree in Computer Science and a sub-concentration in Economics.

Greg Johnson, CFA

Senior Reporting Analyst

Greg comes to Lightkeeper from the transaction services valuation group at PricewaterhouseCoopers ("PwC") in Boston. Greg focused on intangible asset valuation, performing purchase price allocations for several transactions over $1.0 billion. Greg also assisted in the annual impairment testing of goodwill and long-lived assets for several Fortune 500 companies.

In addition to intangible asset valuation, Greg concentrated on common stock valuations as well as valuing options and other derivative securities. He was also involved in auditing third party valuation analyses for the inclusion in SEC filings and for other financial reporting purposes.

Greg graduated Magna Cum Laude from Boston College Carroll School of Management with concentrations in Finance and Economics. Originally from Lexington, MA, Greg currently lives in Boston's North End. Outside of the finance world, he can be found on the golf course or the ski mountains of Maine.



Jim Faulkner

Implementation

Jim was formerly VP Operations at Fina Technologies, a high frequency investment and research firm based in Cambridge, MA. There,he was responsible for trading operations and data engineering. Previous to his work at Fina, Jim was VP of Operations at PHZ Capital Partners, a quantitative trading advisor (peak AUM $1B) where he managed all aspects of trading and operations. Prior roles include product development at BayBanks, Inc. and consumer financial research at the Board of Governors of the Federal Reserve System.

Jim has been involved in the launch of multi-prime master feeder funds trading global futures, foreign exchange, swaps, and equity asset classes. He is focused on developing technology solutions that streamline front and middle office operations. He has previously overseen development of the technology infrastructure to support trading and research and developed software for shadow accounting and fund performance reporting.

Jim earned his BA in Finance with Honors from Husson College and was a recipient of a Nauman Fellowship at the University of Maine's Graduate School of Economics.

John Connors

Director of Sales

John joins Lightkeeper, LLC from SSNC where he was a Senior Sales Executive. John joined Tamale Software as a Director of Sales in 2006 and maintained the same role after Tamale was acquired by Advent Software in 2008. Subsequent to the SSNC acquisition, John was responsible for worldwide sales of Tamale. John was among the original employees with Tamale and was responsible for all aspects of sales to each of the financial services verticals including hedge funds, traditional asset managers, foundations, endowments as well as public and private pension plans. John was involved in well over 100 Tamale deployments.

John brings valuable knowledge to the client base as he had over 15 years of experience working on both the buy and sell side on Wall Street in both sales and management roles. John worked for several bulge bracket firms and subsequently opened offices for two regional firms in Boston. Prior to joining Tamale John had served as an early stage investor and Director of Sales at Capital Fulfillment Group. CFG provided compliance and fulfillment services to an extensive array of financial services firms. CFG was subsequently sold to ADP.

John earned his Economics degree from The College of the Holy Cross and his MBA at Babson College. John is a provincial Bostonian having grown up in Arlington and he currently resides in Lexington MA with his wife and three children. While not working, John is found coaching youth sports and spending time on the golf course — and often reminds his colleagues that he is a one-time Club Champion.

Kingsley Kerce

Operations

Kingsley has worked in software development and system administration for over two decades. He joins Lightkeeper with a broad range of experience in corporate, academic, scientific and engineering environments and technology start-ups.

At SWANtech and the Florida State University he was responsible for the steady operation of large numbers of servers and automating server installation, updating, configuration, maintenance, and monitoring. His work also involved distributing and synchronizing very large data sets in support of scientific visualization and analysis. His independent software consultancy developed projects for more than 15 clients, and included web-based systems for sales forecasting and trade funds management.

Kings earned his BS in Computer Science and Engineering at the University of Florida and an MS in Computer Science from the Florida State University; yet, he remains a Florida Gator. He and his wife reside in the Palm Beach area of Florida, where he loves to play blues guitar, stay fit, explore nature, study the Mandarin language, and learn about Chinese culture and philosophy.



Lawrence Longo

Co-Founder and COO

Larry was a co-founder of Tamale Software, Inc. Additionally, he served as the COO of 033 Asset Management, LLC.

Larry has held senior management positions for over 30 years, which have included responsibility for SEC filings, financial and treasury functions, Information Technology (including systems implementations), banking relationships, merger and acquisition activity, sales, marketing and client service, patent filings, as well as additional areas of operations.

Larry graduated with high honors from Bentley College and has been involved in a number of civic organizations, including serving on the Board of Directors of the Greater Hartford Jaycees, and The Cystic Fibrosis Foundation (Connecticut Chapter). He was previously on the Board of Directors of Sunrise International Ltd. — a privately held fourth party logistics company that operates in Shanghai, China — and of Sudbury Babe Ruth Baseball. Larry and his wife live in Sudbury, MA with their three children.

LJ Zhou

Development / Central Data

LJ previously worked as a programmer at the EXA Corporation, taking on a variety of responsibilities including database management, automation scripting, front-end web development and data manipulation and sanitation. Most recently, he co-created a pipeline for automated hemofluidics simulation and visualization for the biophysics team. This project culminated in the creation of a groundbreaking innovative website where doctors and radiologists can submit their radiology data and automatically receive diagnostically significant results indicating whether or not a patient requires invasive procedures.

LJ has a passion for learning and incorporating new languages and libraries whenever prudent.

LJ graduated from Tufts University with a degree in Biomedical Engineering. He currently resides in Medford, Massachusetts with his wife and two cats. He enjoys playing and writing music on his guitar, cooking, and taking trips to Disneyworld.

Maki Hoashi, PhD

Marketing / Design

Maki has many years experience in the fields of technical and graphic design, marketing, and advertising, with an emphasis toward intuitive materials and processes.

She received a doctorate in Analytical Chemistry and Geochemistry from Massey University (NZ). The practical aspects of her research work led Maki parallel specializations in teaching, technical materials, and product interface design, where she favors multidisciplinary approaches and intuitive solutions.

Previously, Maki worked in Product Marketing for Advent Software through their acquisition of Tamale Software, where she had been Director of Marketing. At Advent, in addition to involvement with sales and marketing, she worked directly with development, services, and client-relations departments toward production of client- and prospect-facing design, new media, and materials — whether technical, educational, or pre-sales. She was previously VP of Project & Account Management at HCI, a promotion marketing firm.



Mary Viviano

Director of Client Relations

Mary comes to Lightkeeper from Herring Creek Capital where her primary responsibilities included portfolio analytics, investor reporting and economic analysis; there, Mary was a substantial Lightkeeper user.

Prior to Herring Creek, Mary was a Managing Director at Maverick Capital where her responsibilities included equity market and economic analysis as well as management of the firm's investment team recruiting efforts. She was also instrumental in launching the Maverick Capital Foundation and served as its Chairman from 2008 to 2011.

Before joining Maverick in 2004, Mary was a Vice President at Morgan Stanley where she was an analyst in the US Equity Strategy group. Previously, she was an Associate at Sanford Bernstein covering the securities industry.

Mary received her B.A. in Economics from the College of the Holy Cross. She lives in Connecticut with her husband and three children.

Matt Calder, PhD

Analytics Research Lead

Matt has worked in the finance industry for more than a decade, and was formerly VP of Research at PHZ Capital Partners (peak AUM $1B) where he built and traded quantitative trading and execution systems. His with PHZ entailed, design, and implementation systems in global equities, futures, and currencies.

Matt has a PhD in Mathematical Statistics and Probability from Colorado State University. He has extensive theoretical and practical knowledge in time series analysis, machine learning, and automated decision processes.

Robert Tishman

Co-Founder and Chairman

"Tish" was a co-founder and Chairman of Tamale Software, Inc. until the sale to Advent Software in October of 2008. He was also a co-founder and PM of 033 Asset Management ($0.5B) a long / short equity hedge fund.

Tish has held management positions throughout the financial services industry over the last 25 years. Prior to founding 033 and Tamale, Tish held senior management roles at both Robertson Stephens and Montgomery Securities.

Tish currently serves on many corporate and charitable boards including: 24 Services, Phase Capital, Potomus Trading, Tinyhood, and Team Impact. He graduated from Tufts University where he currently serves on the Board of Advisors. Tish is married with four children and lives in Wellesley, Massachusetts.



Ryan Mackey

Executive Vice President of Sales

"Mackey" comes to Lightkeeper from Advent Software, where he was the Director of Global Sales for the Tamale business unit, charged with worldwide marketing and sales success for the company's Research Management division.

At Advent, Mackey determined market strategy, product direction, sales, and client relationship management. His supported client base comprised of firms from around the globe and across various investment strategies — including hedge funds, asset managers, private equity, foundations, endowments, and funds of funds.

Mackey was among the original employees with Tamale Software in 2004. Initially focused on consulting with those first Tamale clients, he soon found himself filling broader roles in Account Management and Sales. Having worked previously in institutional sales and services at firms such as CIBC World Markets and StreetEvents, Mackey worked to help define requirements and standards.

In working with clients, Mackey strives for a consultative approach — he works toward finding the right solutions for the client, including evaluation and understanding of the needs of the enterprise and value to the individual users. He is well known for his ability to address concerns at all levels throughout the sales and implementation process.

When not working with clients, Mackey enjoys all sports and can often be found playing golf. He earned his undergraduate degree at Saint Lawrence University and lives in Sleepy Hollow, New York with his wife and two daughters.

Stephen F. Scherock

Product Manager

Stephen has worked in the financial service industry for 20 years, with over a decade of experience working closely and directly with the hedge fund community.

Most recently, Stephen was an Executive Director in Morgan Stanley's Prime Brokerage Group serving as a senior business consultant specializing in performance and risk analysis, where he consulted with hedge fund clients regarding industry norms and best practices. Stephen consulted with hedge funds by first working to understand their business needs, and then providing solutions and insights combining performance, risk concepts, and calculations. Working with clients to implement these solutions, he configured systems and reports for both investor relations and day to day monitoring. Stephen was also instrumental in enhancing and upgrading Morgan Stanley's client tools in both of these areas.

While working in IT at Morgan Stanley, Stephen helped to design and develop the firm's VaR calculations, eventually leading the Firm Market Risk development team.

Outside of Morgan Stanley, Stephen also spent time acting as a technology consultant to political campaigns, and working in defense electronics. He earned his Bachelor's degree at Georgia Tech and his Master's at MIT, both in Electrical Engineering. Stephen lives in Harlem and enjoys travel, shows, tinkering with home automation, and cooking.

Steve Norton, PhD

Development / Central Data

Steve has over two decades of experience as a researcher and software engineer, chiefly in the financial services industry. Before joining Lightkeeper, Steve spent three years as a Vice President at ITG where he was responsible for research, development and operational support for the Fair Value product suite.

His prior roles include building trading systems for U.K. and European long / short equity portfolios at PHZ Capital Partners, as well as systems for fraud prediction at AT&T Laboratories.

Steve earned his PhD in Computer Science from Rutgers University, after obtaining degrees at the Massachusetts Institute of Technology (BS Computer Science) and Syracuse University (MS Computer Engineering).

Steve and his wife live in Marlborough, MA with their son. When he is off-duty, he enjoys cooking, hiking, and recreational computing.



TJ Eason

Operations Lead

TJ joins Lightkeeper with a background in research and development in cloud computing, converged systems infrastructure, web-based applications, and service oriented architecture in corporate and academic environments, and technology start-ups.

He has been an independent technology consultant for multiple software analytics start-ups develop and design cloud computing platforms for their mobile and web applications, back-end services, and data storage. In addition, TJ aided his clients in transition to using DevOps practices and micro-service architectures.

TJ was formerly a Senior Software and Research Engineer at Hewlett-Packard (HP), Inc. where worked on the Global Data Center Services Automation and Tools Engineering team. While at HP, his work involved developing next generation software-defined technologies to improve automation, sustainability, and infrastructure operations. His solutions have been published at technology conferences, online media articles, integrated into HP products, and saved the company millions of dollars.

TJ earned his BS in Computer Science and MS in Computer Science with an emphasis in Business Administration at Arkansas State University. While attending school, he helped start a cinema company as a Technology & Operations Manager and worked part-time at Arkansas State University as a Computer Science Lab Instructor. In his spare time, T.J. enjoys fitness training, baseball, basketball, golf, and playing video games and guitar.

Tommy Haylon

Reporting Analyst

Tommy joins Lightkeeper from Charles River Associates where he worked in their Financial Accounting & Valuation group. His work focused on consulting engagements in litigation cases involving complex valuation disputes. He supported expert reports and testimonies on discounted cash flow and comparable transaction valuations, as well as other damages calculations. In addition, Tommy worked with the Financial Markets team on securities and market manipulation litigation cases.

While at CRA, Tommy was responsible for providing in-depth research and data analysis that served as the foundation for expert reports. Many of his tasks involved financial modeling, case document review, and developing analyses to support legal strategies.

Tommy graduated Cum Laude from the University of Notre Dame's Mendoza College of Business with a degree in Finance. He was born and raised in Worcester, MA and now lives in the Jamaica Plain neighborhood of Boston. When not in the office, he can be found playing sports, namely basketball and golf, watching the Fighting Irish, or managing his fantasy sports teams.