Julien has spent the last six years in central growth positions at IEQ Capital and Cresset Asset Management, most recently as Director of Business Development at Certuity. With a focus on technology-backed organic and inorganic tools, Julien brings a wealth of experience in launching successful internal RIA products.
Arthur brings deep expertise in machine learning research honed through his PhD studies in Applied Physics at Stanford. Beyond lab experiments, his background spans predictive modeling within the financial sector. This includes deep learning at Theorem Partners LLC and placing third in Citadel’s PhD Datathon competition.
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Sonya has a background in software product development, specializing in data products for enterprise. She started her career at Microsoft before making the jump to entrepreneurship. She brings customer focus, a strategic mindset, and deep technical expertise to building innovative solutions for RIA Growth Catalyst's clients.
Jim has nearly two decades of experience in M&A, investment banking, and capital markets. With distinguished roles at Goldman Sachs, Dynasty Financial Partners, Credit Suisse, and most recently as Chief Business Development Officer at Robertson Stephens. Jim brings a wealth of experience in the RIA M&A industry.
-min.jpg "Jason Pereira")
Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics.
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