Who We Are

Advizr was created as a result of the collaboration of 3 passionate entrepreneurs and a small team of very smart and hardworking people. As a client-facing advisor for 12 years, Hussain Zaidi, Advizr’s CEO, came up with the idea of a disruptive financial planning application to assist tens of thousands of financial advisors in providing financial plans to all of their clients. He shared that idea with his co-founders whom he had met at business school and Advizr was born.

Advizr is comprised of a multicultural and multidisciplinary team that strives to create innovative and disruptive fintech products. However, beyond innovation and disruption, the company’s goal is to add value to the industry and more importantly to the consumer. Our commitment to the industry and consumer drives us every day to create products of value for everyone.

Advizr Team

Hussain Zaidi, CFP®


Mustapha Baassiri


Jorge Álvarez


Jeff Monson


Noah Herman


Justin Wood


Yacine Ouarad


Josh Burgess


Kevin Tsai


Rachel Sanborn, CFP®, AIF®


Samer Barada


Chadwick Blythe


Board of Advisors

Steve Lockshin

Aron Miodownik

Andrew Putterman

Ann Kaplan

John Chrin

  • Hussain Zaidi


    Hussain Zaidi is a financial planning veteran with over 12 years of experience working with high net worth clients. He was recently a VP at Citigroup and part of a small team that focused on a high net worth, executive clientele. In 2008, he completed his Certified Financial Planning (CFP®) certification and in 2011 he earned his Master of Business Administration from Columbia Business School. Believe it or not, Hussain is obsessed with the practice of financial planning (at an unhealthy level). Other than work, Hussain loves to play tennis and spend all of his free time with his wife and daughter.

  • Mustapha Baassiri

    Co-Founder & COO

    Mustapha spent his career building and delivering financial software to top banks and hedge funds. Prior to launching Advizr, he worked at Misys Sophis. As a professional services manager there, he oversaw the deployment and integration of risk management software at several global financial institutions. Starting as an engineer in 2005, he worked at various financial institutions in Paris, London and New York, building what his clients had thought could only be an oxymoron: user-friendly enterprise software. Mustapha has a graduate degree in engineering and an MBA from Columbia Business School.

  • Jorge Álvarez

    Co-Founder & CMO

    Jorge spent most of his career working for American Express where he held roles of increasing responsibility. As a Director of Investment Management and Customer Marketing, Jorge led a team that provided strategic guidance to several internal groups including client acquisition, client management and social media. In addition, he managed the Advertising and Promotion budget for American Express OPEN. He holds a BA from Tec de Monterrey and an MBA from Columbia University. Although he tries to stay healthy, he cannot resist his wife’s baking, motivating him to engage in excruciating boxing training sessions!

  • Jeff Monson


    Jeff leads IT operations with a focus on automation, scalability and innovation. His career began at GE where he completed the Information Management Leadership Program and led IT ERP projects in the healthcare business. Jeff came to financial services in 2011 and managed a global team of IT consultants for Misys Sophis. He holds a Computer Engineering degree from the University of Florida.

  • Noah Herman

    VP, Enterprise Sales

    Noah Herman spent a decade as a client-facing financial advisor with Merrill Lynch in its 200 Park Avenue Private Wealth Group and American Express in Northampton, Massachusetts. Prior to this he spent several years in his capacity as Co-Founder of British American Boatbuilding, as project manager for its custom wooden yachts team, and subsequent to this, several years as an AVP and Team Leader for Sumitomo Mitsui’s LatAm Project Finance renewables group, focused on solar and wind generation deals. Noah took his B.S. in Wildlife & Forest Biology with a minor in 19th Century Russian literature at the University of Vermont and his MBA from Columbia University in New York.

  • Justin Wood


    Justin is a marketing and strategy professional with a decade of experience working on customer experience in finance, product, and customer-driven industries, notably at American Express and Rodale Inc. Justin holds a BS from the Wharton School at the University of Pennsylvania and completed a part-time MBA at the Stern School at New York University. He is also an avid runner and has completed 15 marathons with a personal best of 2:43.

  • Yacine Ouarad


    Yacine is a software expert with 12 years experience in the FinTech industry. Prior to joining Advizr, he worked at Misys Sophis. As a regional head of technical services there, he led his team to design and deliver innovative software solutions customized for the American markets. He is a strong believer in highly sophisticated techniques combining mathematical models and artificial intelligence. Yacine holds an MS in Numerical Analysis from University Paris VI and another MS in Applied Statistics and Finance from University Paris I.

  • Josh Burgess


    Josh Burgess is a JavaScript and User Experience professional with a decade of experience in the field of software. Coming from a fintech background, he is well versed in the needs and expectations of those in the financial industry. Josh has developed several applications with a primary focus ensuring they are crisp, clean and usable.

  • Kevin Tsai


    Kevin is a software professional with 6 years of experience in the FinTech industry. Prior to joining Advizr, he worked at Misys Sophis with dual roles as a senior business consultant and Toolkit API developer. His extensive experience working directly with end users and product owners along with his passion for smart technology and design has molded the way he views how products should be made — intuitive and effective. Kevin holds a graduate degree in engineering from Columbia University.

  • Rachel Sanborn, CFP®, AIF®


    Rachel Sanborn has spent the past 15 years doing comprehensive financial planning or investment management/research at a variety of firms for all types of clients: ultra high net worth individuals, endowments, retirees, small business owners, pre-retirees, young professionals, and everything in between. She most recently spent four years at the intersection of financial planning and technology with LearnVest, another successful fintech startup purchased in 2015 by Northwestern Mutual. Rachel holds the Certified Financial Planning (CFP®) designation, the Accredited Investment Fiduciary (AIF®) certification, and is expected to graduate from Bentley University with a Master’s degree in Financial Planning in the summer of 2017. She holds a Bachelor’s degree in Finance (summa cum laude) from Bentley as well. Outside of the office you can find Rachel surfing the Atlantic waves or skiing the mountains of New Hampshire, where she lives with her two young sons just north of Portsmouth.

  • Samer Barada


    Samer has more than 10 years experience in software development. Prior to joining Advizr, he worked in the domain of ad tech as a web architect where he played a main role in designing and developing a real-time bidding supply-side platform. Before that, he worked as a software developer consultant for major banks in Paris. Samer is a technology enthusiast, he holds a master in Computer Science and Business Administration.

  • Chadwick Blythe


    Chad started his career in 2000 by joining PIEtech, the makers of MoneyGuidePro, after finishing his MBA at Virginia Tech. He was MGP’s first support person and first sales person, eventually building one of the most respected sales teams in Fintech that made PIEtech an industry leader until he parted in 2014. When not evangelizing Advizr, Chad spends his time with his beautiful wife, daughter, a dog and too many cats. Chad also enjoys following most sports and laughing at politics when not being forced to watch Frozen twenty times a week.

  • Steve Lockshin

    Steve is an entrepreneur within the wealth advisory industry. Steve founded Convergent Wealth Advisors, which became one of the largest wealth advisory firms. He served as CEO for 18 years and subsequently, chairman. Also an influencer on the technology side, Steve founded CMS Reporting (now Fortigent, LLC), a leading provider of outsourced wealth management and reporting solutions. Steve still serves many clients through his newest venture, AdvicePeriod, while maintaining an active role at Betterment Institutional.

  • Aron Miodownik

    Aron has 20+ years of FinTech experience as an operator, investor and advisor. As co-founder of Cambrian Consulting, he specializes in market analysis, strategy and due diligence for Wall Street banks, Asset managers and VC funds. Aron held Research COO, CIO and Technology Strategy roles at Merrill Lynch and UBS. Prior to that, Aron was a senior manager in Accenture’s Strategy Division. His board experience include roles with: Folio Dynamics, CorrectNet, SciVantage, Vestorly and Untapt. 

  • Andrew Putterman

    Andrew’s new venture, 1812 Park LLC, leverages his 25 years of skills and experience as an executive, CEO and entrepreneur in wealth management. He helped build two high-value, high-profile companies – Fortigent, LLC and Lydian Wealth Management (now Convergent Wealth Advisors). He is an investor/advisor to a portfolio of technology companies impacting how wealth management firms engage clients and run their back offices. Andrew is also an independent board member for ten SEC registered ETF’s.

  • Ann Kaplan

    Ann Kaplan is a partner of Circle Wealth Management, an investment advisory firm. She is also the chair of Circle Financial Group, a wealth management membership organization. Ms. Kaplan was previously a general partner of Goldman, Sachs & Co. where she served as the head of the municipal bond department and serves as a board member of Goldman Sachs Bank USA. She also served as the Chair of the Board of LearnVest, an online financial planning platform, recently sold to Northwestern Mutual. She is an investor in early stage fintech companies focusing on delivery of personal financial services. Ms. Kaplan holds a B.A. in government from Smith College and an M.S.W. and M.B.A. from Columbia University.

  • John Chrin

    John Chrin spent 21 years advising Wall Street and Main Street banks on mergers and acquisitions. Most recently, he was co-head of J.P. Morgan’s financial-institutions group. He advised Wells Fargo on its acquisition of Wachovia and was instrumental in PNC Financial acquiring National City. Chrin left the industry and returned to Lehigh University in 2009 serving as the Global Financial Executive-in-Residence. He graduated with honors from Columbia University with an MBA in Finance and Marketing.

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