Call 1.866.825.3005 for more information
Chief Executive Officer
Asheesh joined Covestor in 2011 and established Covestor's Boston office in November 2012. His first entrepreneurial venture was at the age of 27, when he founded CircleLending which helped pioneer the business of peer-to-peer lending within social networks. The company was acquired by Richard Branson's Virgin Group in 2007 and Asheesh served as CEO of Virgin Money USA, the American arm of Virgin's consumer financial services business until 2009. Prior to Covestor, Asheesh served as Global Head of Financial Advisor Products at Lipper, a Thomson Reuters company. He began his career as a consultant with the Monitor Group and the World Bank.
Asheesh serves on the Financial Advisory Committee of St. Antony's College at Oxford University, and is on the board of Young Presidents' Organization in Boston, CFED, and Babson Global. He was selected as one of Boston's Top 40 under 40 by the Boston Business Journal and is active in the community.
Asheesh is a graduate of the Wharton School and Oxford University, where he was a Commonwealth Scholar.
Chief Investment Officer
Sanjoy is a seasoned investment professional with expertise in multi-asset portfolio construction and optimization allocation across a broad range of asset classes.
He began his investment career at Putnam Investments where he started as a quantitative analyst and was a member of the portfolio management team responsible for the U.S. Large Cap Growth Structured Equity portfolios.
Prior to Covestor, he was Director of Investments and Portfolio Manager for PanAgora Asset Management where he oversaw alpha research for PanAgora's equity and multi-asset strategies. He also led the new investment product portfolio development for the firm's Active Global, U.S., Emerging Markets, Extended Alpha 130/30 and Long-Short Products and was a member of the Investment Committee.
Sanjoy has a BA in Math and Economics from Colgate and a MA and PHD in Finance from the Wharton School of Business at University of Pennsylvania.
Chief Operating Officer
Tom is an experienced operations leader with 20 years experience in the financial services industry. He is a CFA® charterholder with deep expertise in investment management, global custody, and financial content management. Tom has held operational leadership roles at at Brown Brothers Harriman (Vice President, Market Information) and Wellington Management (Vice President, Investment Management). He was a member of the executive team at Lipper, a division of Thomson Reuters, where he served as Global Head of Holdings and Securities and Global Head of Content.
A graduate of Bentley College, Tom is a motivational leader with experience in turnarounds and in managing cross-border teams located in Asia, Europe, and the United States.
Chief Technology Officer
Bimal has 20 years experience in software technology. He commenced his career with Accenture and amongst his assignments designed a real-time market surveillance system for the London Stock Exchange. At D.E. Shaw & Co. a technology driven investment firm, he set up and led the global Financial Data and Technology Group. He then founded Thinkingcap Technology to explore and exploit new ideas in rapid software development.
Prior to Covestor, Bimal worked for two of Betfair's new ventures, leading the technology for Exchange Games and then heading up product development for Tradefair.
Bimal holds a BSc (Physics) and MSc (Human Computer Interaction) from the University of London.
Chief Marketing Officer
Steve brings over 20 years of marketing, strategy, product and distribution experience in the financial services industry. Most recently he was Chief Marketing Officer at Guardian where he was responsible for guiding strategy, new market development, product and recruitment marketing efforts. Steve came to Guardian from MassMutual where he was the Chief e-Business Officer and led the marketing and distribution strategy for Retirement, Wealth Management, Life, and MassMutual's multi-fund manager investment program.
Prior to MassMutual, he was with Cypress Holding Company, where he served as the Chief Marketing Officer and Managing Director of its retail and commercial asset management divisions. Steve started his career with Fidelity Investments. While at Fidelity he held a number of roles including Marketing Manager of Fidelity's international, growth and sector products, including the Magellan Fund.
He earned an MBA from Boston University and is a graduate of Clark University, Burke Institute and Kellogg Graduate School of Management.
General Counsel & Chief Compliance Officer
Antoine brings over 30 years of experience working with regulatory & legal issues in the financial services industry. In addition to serving as a FINRA Senior Examiner, Antoine has worked extensively in corporate finance, representing domestic and international concerns. He was selected to be an Intern with the Securities & Exchange Commission in the Office of International Corporation Finance, where he assisted in developing a multi-jurisdictional disclosure program and performed a harmonization study focusing on the UK's Financial Services Act. During his tenure as Senior Counsel for FoleyLardner, he served as Western Regional Counsel to Macquarie Bank's High Tech Finance Division. He has been the Chief Compliance Officer or consultant for broker-dealers, investment advisers and a mutual fund complex, and has provided legal and compliance advice as in-house and outside counsel for financial and non-financial firms.
Antoine is admitted to the California Bar. He holds a J.D. from the University of Texas at Austin, and a B.S. in Finance from Jackson State University.
Chief Product Officer
Martin has over 15 years experience working with the web, having started designing and developing web sites in 1995. He started his career working with several start ups in his native Sweden, before moving to London in 2000.
From 2000-2006 he was part of the team that took Monster into 14 countries across Europe, and pioneered software as a service for the recruiting industry. He then joined the Financial Times, leading their classifieds business and starting their move into social media. Prior to joining Covestor, he served as VP of Product for Huddle - a cloud based enterprise collaboration platform.
Martin also runs ProductTank - a monthly networking event, MindtheProduct.com - promoting product management across Europe and serves as a mentor for Seedcamp.
Director, Client Relations
Bhargav was most recently a Private Banker at Oppenheimer & Co. Inc., where he developed relationships with and managed the assets of high-net worth clients, customizing portfolios by recommending appropriate managers to fit changing market conditions and client objectives.
While at Oppenheimer & Co. Inc., Bhargav acquired the FINRA General Securities Representative Exam (Series 7), NASAA Uniform Investment Adviser Law Exam (Series 65).
Bhargav can be reached at 1.866.825.3005 ext. 703.
Head of Content
John leads the editorial organization at Covestor, including the production, editing and distribution of content. He has extensive experience with creating high quality financial content and his work has appeared in several national newspapers and print publications, including The Wall Street Journal, Washington Post and the Chicago Tribune. Previously, he covered personal finance for MarketWatch.com and ETFtrends.com. In his early career, John was an editor for IndexFunds.com and IndexUniverse.com. From 2004 to 2011, he also wrote a weekly ETF Investing column for Dow Jones. He earned a BA from Middlebury College, and an MFA in Writing from the University of San Francisco.
Head of Communications
Kalen Holliday has more than a decade of experience promoting financial services and technology companies. Prior to joining Covestor, Kalen handled communications for several companies, including AllianceBernstein, John Nuveen and MortgageIT, an online lender acquired by Deutsche Bank. Earlier in her career, Kalen was Editor of the Investment Products section at American Banker and freelanced for Bond Buyer, Community Banker, Investor's Business Daily, Registered Rep, and The Wall Street Journal. She earned an MS in Journalism from Northwestern University and a BA from Georgetown University. She holds a FINRA Series 6 license.