Advizr was created as a result of the collaboration of 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 a multicultural and multidisciplinary team that strives to create innovative and disruptive fintech products. Beyond pure innovation and continual disruption, the company’s goal is to add value to the industry and, most critically, to the consumer. Our commitment to the industry and consumer drives us to create products of value for everyone, every day.
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 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.
Chris has over 17 years of experience serving in financial leadership and management roles. Prior to Advizr, Chris was a principal and founder at CPM Advisory Group LLC, a consulting practice providing outsourced accounting and finance solutions to start-ups and middle market companies. Chris worked with clients to develop integrated financial statement models and analytical tools to support fundraising and M&A activities, designed/restructured business processes and provided general operational accounting support. Chris began his career at PricewaterhouseCoopers and worked for several boutique consulting firms before starting CPM Advisory. He completed his undergraduate studies in finance and accounting at Boston College and his graduate studies in journalism at Columbia University.
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 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 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 16 marathons with a personal best of 2:43.
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.
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 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 acquired in 2015 by Northwestern Mutual. Rachel holds the Certified Financial Planning (CFP®) designation, the Accredited Investment Fiduciary (AIF®) certification, and a Master’s degree in Financial Planning (MSFP) from Bentley University. 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 serving on the board of a local non-profit focused on efforts to end human trafficking. She lives with her two young sons just north of Portsmouth, New Hampshire.
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.
Cindy has been an Administrative Professional for over 15 years. Prior to joining Advizr, Cindy spent 13 years in the security industry, 10 years as an Operations Manager and 3 years as an Account Executive. When she's not spending (and enjoying) her days at Advizr, she enjoys taking long bike rides with her husband and son.
Adrian has several years of experience in software development. Before joining Advizr, he worked as an Artificial Vision researcher at Robert Bosch and completed a summer internship at Facebook Seattle. He has broad experience in computer science, building things like the software component of a ground monitoring system for satellites and asteroids and a HTML game with thousands of players each week.
Brian Morgan is a CERTIFIED FINANCIAL PLANNER™ who spent the last seven years with Morgan Stanley as a Planning Solutions Specialist where he was responsible for Financial Planning Training and Support for the New England, Midwest and Northwest Regions. Brian's focus is to make sure Financial Advisors are confident with the Financial Plans they are delivering while also helping the Financial Advisors streamline the process so they can continue to focus on their clients and use technology to their advantage. Outside of the office Brian spends his Saturday mornings playing softball but more importantly spends the rest of his time enjoying life with his high school sweetheart, now wife, and their young son.
Jacqueline joined the Advizr team in dogged pursuit of both her CFP and a team and company deserving of her relentless ambition, searing wit, and keen drive. She joins the customer support team after having spent a half-decade in a NY-based HNW RIA, securing a BS in Finance from Michigan State, and mastering the fine and myriad arts of water polo, collegiate basketball, eating, and traveling- often together, but never all at once.
Abraham brings over 10 years of experience in business intelligence, data visualization, reporting, and analytics from a diverse list of companies covering a range of industries, including Air France, Travelocity, Interpublic Group, and most recently, Pitney Bowes. Abraham’s specialization in customer and marketing insights helps ensure that companies and their products are targeted and optimized for the best audience. Abraham studied at Bentley University in Massachusetts and Vesalius College in Brussels. More often than not, you’ll find him with his best friend, a rescue dog named Rico.
Randon started his career at Bank of America Merrill Lynch after graduating from the Zicklin School of Business at Baruch College with a degree in Finance. After several years at BAML he went on to a wealth management and personal financial planning firm in New York City with over $3.2 billion AUM. After obtaining his Master's Degree in Accounting, also from the Zicklin School of Business, he worked at BDO USA LLP in their Hedge Fund tax practice and at RSM US LLP in their High Net Worth tax practice. Randon is a CFP®, a licensed life, health and accident insurance agent in New York and is completing his CPA license.
Alexandr is a motivated and enthusiastic QA Specialist with BS in Computer Science (he has a degree in Cybernetics. Statistics and Economic Informatics). He has hands on Mobile and Web applications testing experience. Alexandr cannot sleep well until all bugs are fixed and squashed. He has a passion for Java/Python coding. Outside of work, Alexandr plays volleyball and snowboards in the winter. His primary role is serving as a barber for his 5 year old shih-tzu.
Tiago Sa is a software engineer with a masters in artificial intelligence. Currently focusing on what he likes most, front end and user experience. He has worked in different environments from international, to national, from big corporations to small independent business. In his spare time Tiago can be spotted out surfing.
Romaric is a software expert with 10 years experience in the financial industry. Prior to joining Advizr, he worked for a FinTech startup as well as several financial institutions, from the smallest hedge-fund to major banks. Romaric is a technology enthusiast, with a taste for simple and pragmatic solutions. He holds a master in Computer Science and Mathematics and has been studying AI techniques in the past years.
Josh is a UI/UX designer, with 3 years of design experience. Prior to working at Advizr, he worked at various software and design agencies. Most recently Forward Thinking Systems. His goal is to employ creative and technical skills to communicate ideas, and experiences clearly. He believes Good design is good communication. Josh holds a BA in Fine Arts from Binghamton University, and dreams of getting a masters from Columbia so he can fit in with his fellow co-workers.
Maria has over 6 years of experience in the corporate wellness industry focusing on program development, management, marketing and communications. Prior to joining Advizr, she worked for four years as a Wellness Director for Optum at Goldman Sachs in downtown Manhattan where she developed and implemented various health, wellbeing and personal finance initiatives. Maria’s passion is to provide employees with the education, tools and resources needed to make better informed decisions that enhance overall financial health and wellbeing. Maria holds a Bachelor of Science in Health Sciences from Ithaca College and a Masters in Public Health from Boston University
Sneha Marri is a DevOps Engineer. She worked for two years as a Build/Release Engineer at a large commercial bank. She loves to script, automate, build and deploy scalable solutions. Always trying to get better at networking, she believes that there is a lot to learn and experience. Sneha graduated with honors from Bradley University with a Master’s degree in Computer Science. Her two passions in her free time include thinking about spending time with her overseas parents and eating yummy foods.
Doug is a systems and processes nerd with over 15 years of experience in the B2B and B2C marketing roles, who believes the happiest clients are those who are well informed and educated. Doug has run point on multiple rebrandings, system integrations and multi and omnichannel efforts, both within and outside of the SaaS space. Pairing recent experience in the financial services industry with his passion for marketing, Doug sees his current calling as a mandate to educate users on the tremendous opportunities inherent to the Advizr platform. A graduate of SUNY New Paltz, Doug spends most of his spare time with his wife chasing after their young son, Chase.
Vibin has been in the Wealth Management industry since 2002. His experience includes 15+ years of providing Financial Planning support to Financial Advisors at Bank of America Merrill Lynch and Morgan Stanley. More recently he managed the Financial Planning Support Desk and Training Consultants at Morgan Stanley. Having personally delivered thousands of one-on-one Planning coaching sessions to FAs, Vibin has an intimate understanding of the challenges facing today's Advisors. He enjoys helping them leverage Financial Planning to reframe their client relationships and enhance their value proposition. Outside of work, Vibin loves spending his time with his wife and with three young children.
Janice Y Chan-Mui brings over 12 years of Marketing experience in the Financial Industry. She has implemented and deployed many marketing programs to help drive client acquisitions for high-profiled proprietary and global co-brand portfolios including high touch sales channels while managing the CRM database to identify KPIs to measure business impact. Most recently, she spent over 4 years at Morgan Stanley and led a variety of marketing programs to increase client awareness and engagement of digital offerings and Private Banking products and services to Wealth Management clients. Janice received her Bachelor of Science in Financial Economics at Binghamton University and enjoys exploring different restaurants and cities with her husband Manny and spending time with their adorable four-legged kiddos, Rocky and Snoozy.
Chris joins Advizr with over 18 years of experience in the Financial Services industry. Most recently he was an Executive Director overseeing the development and integration of financial planning tools for Morgan Stanley. For years, Chris’ focus has been to help Financial Advisors incorporate financial planning as a key part of their business through the use of tools, education, and support. Chris feels strongly that everyone should have a financial plan and is passionate about how technology can be leveraged to make planning more accessible to everyone. Chris graduated from Fairfield University, is a CFP® certificant, as well as a Chartered Financial Consultant®. He resides in Ardsley, NY, where he spends his time with his best friend (also known as his wife) and the two other people who give him joy everyday (also known as his son and his daughter).
Nick brings more than a dozen years of SaaS sales and business unit manage to Advizr, from "playing in the mud" at Tough Mudder, where he helped grow the startup into an internationally recognized brand to a sales leadership role and business unit management at a $1.5B software platform, where he oversaw business development and M&A transactions and global partnership and growth strategy. Nick now leads Advizr's independent channel team.
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 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’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 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 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.