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Finance / Banking / Insurance

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About

I’m bringing high quality, low cost financial technology (‘FinTech’) solutions to the nonprofit sector to help organizations save time and money. Specifically, my company, Meritam, makes it easy to manage investments by providing customized passive investment strategies. We do this by leveraging technology to optimize for risk and asset allocation, and using only low cost, index products for the investments. My goal is to introduce financial reform and innovation occurring in other parts of the financial services world to nonprofits and other institutions. With over $4 Trillion of assets held by the nonprofit sector in the US, there is the potential to save ~$80 B in fees annually, and...