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. Many 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 platform.
As CTO at Lightkeeper, Bill is responsible for making sure the system is secure, reliable and that features and fixes are delivered to customers as seamlessly as possible. In addition to architecting, designing and coding solutions, Bill works in consultation with other areas of the company to ensure that the development team is working on the highest value items.
Bill was formerly senior software engineer at Tamale Software, Inc, where he was one of its first developers. He was 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.
Bill earned his BS from Columbia University, and an MBA from MIT's Sloan School of Management. When Bill 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 the Yankees even in all the years he's been living in Boston. Bill is married to a fellow software engineer he met at Tamale, and together they have a son.
Pat joined Lightkeeper after five years of active duty service as a Submarine Officer in the United States Navy. During his time in the Navy Pat completed classroom and hands on training in Charleston, SC as part of the Navy Nuclear Propulsion Program before spending three years as an Officer on the USS Toledo (SSN-769) stationed in Groton, CT.
While assigned to the USS Toledo, Pat held an array of positions that included Assistant Engineer, Communications Officer, Operational Safety Officer, and Information Systems Security Manager. In these roles, he worked extensively with Microsoft Excel to manage programs. In his role as Information Systems Security Manager Pat supervised the implementation multiple upgrades to the ship's local area networks to improve security of information systems from insider and outsider threats. On top of these managerial responsibilities, Pat was placed in operational positions requiring him to execute complex tasks in time-sensitive and pressure filled environments. Pat traveled over 100,000 miles by way of submarine in three years which included a seven-month deployment to United States Central Command.
Pat graduated from Tufts University with a degree in Mechanical Engineering and was a member of the Varsity Football team as well as the Naval ROTC Unit at MIT. Originally from New Fairfield, CT, Pat currently lives in Boston's West End and remains a New York sports fan even while living steps from TD Garden.
Danny joined 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.
greg 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 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.
TJ joined 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.
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.
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.
Prior to Lightkeeper, Tommy spent several years at Charles River Associates working 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 collaborated with the Financial Markets team on securities and market manipulation litigation cases.
Tommy's role at Lightkeeper is on the Client Solutions team where he works closely with clients on product training and reporting. He is responsible for the creation of custom client reports as well as a number of Lightkeeper analyses made available to users.
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.
Stu spent 18 years at Morgan Stanley, where he was a Managing Director and became head of the global Prime Brokerage, Futures and the Fund Services (Administration) businesses, managing over 1000 employees. Stu was Chief Operating Officer and a founding partner at Eton Park Capital Management with responsibility for all non-investment activity. At that time, Eton Park was the largest hedge fund launch ever. He was the Chief Operating Officer of Paloma Management Company as well.
Prior to Paloma, Stu was a Managing Director and a member of the Equity Management Committee at Bank of America where he ran the Global Prime Brokerage business as well as Global Market Futures and the Financing division. He was also a Managing Director and member of the Equity Operating Committee at UBS with responsibility for the Prime Services Division within Equities.
Stu is married with three children and lives in Scarsdale, NY.
Maki has many years experience in the fields of technical and graphic design, marketing, and advertising. She received a doctorate in Analytical Chemistry and Geochemistry from Massey University (NZ). The practical aspects of her research work led Maki to achieve 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.
As Director of Client Solutions, Greg leads the reporting team which develops internal and external custom reporting solutions. A product expert, Greg is also responsible for training new and existing users on how to best leverage the Lightkeeper software for portfolio analytics, data visualization and reporting. He also works closely with the development group to incorporate new and changing client needs into the product roadmap of the Lightkeeper platform.
Greg joined 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 has extensive experience in common stock valuation modeling as well as the valuation of 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. He is a CFA charter holder and a member of the Boston Security Analysts Society. 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.
Lucas joined Lightkeeper after graduating from Tufts University with a BS in Computer Science. Prior to graduating, he worked at the MIT Lincoln Labs in the ISR Systems and Technology division on a sensitive project involving the extension of an existing avionics communication system over various transfer protocols. He also previously spent a summer at Lightkeeper where he worked with the reporting and UI teams.
Currently, Lucas works on the development team where he is engaged in building internal tools for infrastructure, user management, and system monitoring.
At Tufts, Lucas played lacrosse for four years, winning two national championships during that time. Originally from Syracuse, NY, he currently lives in South Boston and remains an avid supporter of the Syracuse Orange. When he's away from work Lucas loves to exercise and explore the outdoors.
Kingsley has worked in software development and system administration for over two decades. He joined 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.
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.
"Mackey" came 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.
Brian helps manage the integration, configuration and client solutions process for Lightkeeper's clients. He works with clients to configure Lightkeeper to meet their data and reporting requirements and become an essential part of their workflow.
Brian was formerly managing consultant at Centerline Partners, a management consulting firm with a focus on Fortune 500 companies within the financial services industry, where he worked with two of the largest hedge fund administrators to help define their business needs.
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.
Steve has over two decades of experience as a researcher and software engineer, chiefly in the financial services industry. At Lightkeeper, Steve leverages those skills and experience and is responsible for back-end development [ statistics and computing architecture ], central data development [ ingestion and organization of public data ], plus implementation work [ best practices, new implementation features, and new feature rollout ].
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, recreational computing, and a good cigar.
Michi was formerly a Principal Software Engineer at Tamale Software, Inc. and later a Member of Technical Staff at Advent Software. For nearly a decade at those companies, he worked on all aspects of Tamale's research management system, while learning a lot from many excellent teammates.
Michi is ever an aspiring LISP programmer and his most recent love on this front is the Clojure programming language. He spends much of his off-duty computing time happily typing away parentheses.
Michi holds a MS in Computer Science and a MA in Philosophy from Binghamton University. Michi lives in the Seacoast region of New Hampshire with his beloved wife, two children, a cat, and three chickens. He enjoys woodworking as a hobby and a way to remind himself of hard physical reality.
Ahmed came 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.
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.
At Lightkeeper, Stephen helps clients to understand and interpret portfolio analytics, including factor models, correlation, beta and alpha, performance attribution, and risk calculations. He also works with the solutions team to develop documentation on these topics, ensuring that common questions are covered well. In addition, Stephen also helps to specify improved features for the product roadmap.
Prior to joining Lightkeeper, 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.
"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, Agilis Investment Management, Tinyhood, The Boston Police Athletic Association (PAL), 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.
Conor joined Lightkeeper from Silicon Valley Bank where he worked as part of the commercial and leveraged lending teams servicing the Technology and Later Stage Life Science industries. At SVB, Conor focused on the financial due diligence process and the underwriting of traditional asset based loans, venture debt facilities and syndicated loans as well as leveraged loans supporting M&A, LBO and Dividend Recapitalization transactions. As part of the deal teams, he was the sole associate on several debt capital financing deals ranging in values from $5MM to $50MM.
Currently, Conor works as a Senior Financial Analyst where he supports the internal financial and accounting operations of Lightkeeper as well as supporting the Client Solutions Team.
Conor graduated from Stonehill College with BS in Business Administration with a concentration in Finance. Originally from Springfield, MA, Conor currently lives in South Boston. Outside of work, he can be found skiing on the slopes of New England in the winter and hacking it up on the golf course during the summer months.
Aaron is responsible for the direction of Lightkeeper's UI and its reporting infrastructure. His primary objective is to further unify the experience of reporting, exploration, and analysis for our clients by building an approachable user interface to harness the complex power offered by the Lightkeeper engine. Through client feedback and internal discussions, he and his team gain insight into our client's needs and are poised to deliver enhanced data management, visualization, and reporting tools while ensuring the reliability of our platform.
Aaron VanEtveldt moved to Boston from Palm Beach, FL where he held a role supporting PNC Financial Services' Wealth Management Group and their portfolio management software. Always process oriented, Aaron earned his Six Sigma certification at PNC and took part in a number of cost saving projects. He also designed and developed a number of applications for issue tracking and inventory management.
Once in Boston, Aaron quickly established himself as a key asset as the lead UI engineer and business process management architect at the healthcare company Best Doctors. There he designed and developed both the user interface and the backend APIs of a cloud-based product to replace the legacy CRM solution. This work included modeling and developing custom integration libraries to align the software solution with their workflow management software.
Aaron earned his BA in Information Systems Management at Florida Atlantic University while working full time at the PNC. Aaron and his wife live in Cambridge, MA. When not tinkering with the latest programming language, Aaron is diving the Florida Keys, snowboarding in Colorado, or playing racquetball at the local gym.
Mary joined 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.
Beau joined Lightkeeper from Tufts University where he earned his BS in Computer Engineering. Prior to graduating Beau worked for RSA, where he built user interfaces and automated test scripts for an enterprise software security platform. Beau has also consulted for Tufts Medical Center where he built a prototype online platform to collect data used in the screening of young children for developmental milestones.
After spending a year working with the Lightkeeper Operations team on our cloud infrastructure, Beau joined our Client Solutions team to specialize in data management and automation.
In his spare time Beau loves to stay active and to travel. 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 and was later drafted to play for the Rochester Rattlers of Major League Lacrosse.
LJ's work at Lightkeeper currently centers on the intake, processing, and distribution of public data, along with other data-related projects such as the processing of SEC Edgar data and the development of new tools and technologies to improve the quality, accuracy, and availability of data to clients.
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 Stoneham, Massachusetts with his wife and two cats. He enjoys playing and writing music on his guitar, cooking, and everything Disney.