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Joe Lonsdale is a partner at 8VC, a San Francisco-based venture capital fund. He was an early institutional investor in many notable companies including Wish, Oculus, Oscar, Illumio, Blend, RelateIQ, Joby Aviation, Guardant Health, and Synthego, and in 2016 and 2017 was the youngest member of the Forbes 100 Midas List.

Joe is a co-founder of Palantir, a multi-billion dollar global software company best known for its work in defense and finance. Most recently, he was a founding partner at Formation 8, one of the top-performing private funds and the precursor to 8VC. Together, these funds manage a total committed capital of over $2.7 billion. In addition to founding Addepar, he is also a founder of OpenGov, Affinity, Anduin, and Esper.

Previously, Joe was an early executive at Clarium Capital, which he helped grow into a large global macro hedge fund. He also worked with PayPal while he was at Stanford.

Joe received a BS in Computer Science from Stanford in 2003. He often lectures and writes on entrepreneurship, technology and public policy.

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Eric Poirier spearheads Addepar’s mission to bring data, technology & people together to help investors make the best, most informed decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.7 trillion of assets on the company’s platform. Before joining Addepar, he spent nearly seven years at Palantir Technologies, creating tools that enable organizations to reconcile large, disparate datasets. As one of Palantir’s first 20 employees, he shaped its core technology while building its finance business.

Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group, modeling, simulating and visualizing data across a broad range of debt and credit instruments.

Eric received a B.S. in Computer Science from Columbia University.

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David oversees all aspects of Addepar’s go-to-market strategy and execution, with a specific focus on accelerating growth in core markets and expanding the business into adjacent markets and geographies.

David has served on Addepar’s Board of Directors since 2018, and brings more than 25 years of executive, sales, investment and technology industry experience at client-centric organizations, including Salesforce, Yammer, Radius Intelligence, and most recently at Valor Equity Partners where he actively managed portfolio companies in conjunction with existing management teams. David remains in an Advisor role at Valor, and sits on the boards of HackerOne and Mode.

David holds a B.A. in Economics and Political Science with an emphasis in Law from Claremont McKenna College.

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At Addepar, Dan is responsible for client services, customer success management, technical support, and the Training Academy. Dan has over 30 years of business process, software, organizational design, sales, and consulting experience for large Fortune 500 companies. He has extensive experience in building practices, sales, delivery and customer satisfaction functions for large consulting and enterprise software organizations.

Prior to joining Addepar, Dan led the Services organizations at Apttus and Model N, where he built-out Center of Excellences and was responsible for Go-To-Market Strategy.

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With over 20 years of technology legal experience, Mitch leads Addepar’s legal team. He is committed to supporting the growth of Addepar, its clients, and its products. Mitch spent 17 years as technology counsel at Morgan Stanley, working on new digital initiatives, cybersecurity and procurement matters.

Mitch spent the early part of his career at major international law firms and holds a J.D. from the University of Virginia School of Law and a B.S. in mechanical engineering from Tufts University.

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Karen Brooks is the Chief Information Security Officer and Vice President of Technology Risk at Addepar. Karen brings over 20 years of experience building world-class risk, security and compliance programs to Addepar, leading the company’s security teams and managing all aspects of data and technology risks.

Karen joined from Symphony, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security. Prior to Symphony, she was a Director of Technology Risk Management at BlackRock and a Vice President of Information Risk Management at JP Morgan Chase. She started her career at Accenture and EY, where she focused on technology, security and risk services.

Karen earned a bachelor’s degree in mechanical engineering from Lehigh University.

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Sally leads people and workplace at Addepar. She is responsible for aligning business priorities with organizational and people strategies including talent acquisition and development, talent management, rewards and recognition, operations, security, and real estate. Prior to Addepar, Sally was the Vice President, People, Workplace, and IT for Twitch. She has also held leadership roles at Ooyala and PlayStation.

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Alastair Cairns is the Head of Insights at Addepar. He joined from Credit Suisse, where he was co-head of Global Products and Solutions in the Private Banking & Wealth Management Division. Earlier, he held a number of senior positions in the Asset Management Division, including Head of the Americas and Head of Strategy, M&A, and Product Development. He joined Credit Suisse from Silver Point Capital, where he was Head of Business Development.

Alastair began his career at McKinsey & Company, where he was a partner in the Financial Institutions Group.

Alastair has degrees in Physics and Economics from Queen’s University in Canada and a Masters in Economics from the University of Chicago.

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Don is the Chief Product Officer at Addepar, focused on driving the development of the company’s platform which specializes in data aggregation, analytics, and portfolio reporting to provide insights and clarity into investment portfolios. Highly adept at user-centric solutions, Don brings a design-centered approach to development.

Prior to joining Addepar, he spent more than two decades at FactSet, most recently serving as Senior Vice President of Product Development, responsible for running their global product development function and overseeing development across the entire platform.

Don received a BS in finance at Villanova University and an MBA from New York University.

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Ruchir Swarup is the Chief Technology Officer at Addepar. He joined from BlackRock, the world’s largest asset manager, after serving for 19 years as Managing Director responsible for strategy, design and development of Post Trade capabilities of the firm's flagship Aladdin platform. He was also a member of BlackRock's Global Operating Committee.

At Addepar, Ruchir oversees the company’s Data, Platform, and Product engineering teams. He is responsible for accelerating research and development across the platform, and spearheads the development of future products.

He spent the first 15 years of his career in Japan, serving in several technology leadership roles at IBM, Dell, Merrill Lynch, and BlackRock across the Asia-Pacific region.

Ruchir leads with his beliefs in building innovative financial technologies that support the fiduciary duty of advisors and democratizing access to sophisticated wealth management tools to further the industry as a whole.

He earned his Bachelor's degree in Computer Engineering from the Pune Institute of Computer Technology.

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Dr. Ashby Monk leads Addepar’s research team, which develops insights to fuel the creation of content, products and services that offer value to RIAs, family offices, and institutional investors. Ashby joined Addepar when it acquired Real Capital Innovation (RCI), the company he co-founded, in 2020. Ashby also co-founded Long Game and FutureProof Technologies, startups in the financial services and tech space.

Ashby continues to serve as the Executive and Research Director of the Stanford Global Projects Center. He was named one of the most influential academics in the institutional investing world by CIO Magazine.

Ashby earned a doctorate in economic geography from Oxford University, a master's in international economics from Pantheon-Sorbonne University, and a bachelor's in economics from Princeton University.

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Peter O’Brien leads Addepar’s global sales organization. He is charged with accelerating the company’s growth across different market segments and geographies.

Since joining Addepar in 2014, Peter has built and led a number of teams within the sales organization including the enterprise sales and enterprise account management teams. Prior to Addepar, he was an investment banker at Citi, where he advised firms on initial public offerings, financial restructuring and M&A activity.

Peter earned a master of science degree from University College Dublin (Smurfit School of Business), a bachelor’s degree in business administration from Cork Institute of Technology, and attended Harvard University Business School to study Business Analysis & Valuation, and Mergers & Acquisition. Peter is on the advisory board of a number of early stage technology companies. Peter has represented his home country Ireland in two rugby World Cups.

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Meagan Ward leads communications at Addepar, where she oversees the organization responsible for developing internal and external communication strategies for the company’s global brand.

Prior to Addepar, she held roles in communications for SaaS providers, leading teams and building marquee brand recognition. She has experience driving growth at every company stage lifecycle from Series A through IPO.

Meagan was also a member of the leadership team at The Hatch Agency where she advised and spearheaded communication strategies for high-growth technology companies and startups.

Meagan earned a bachelor’s degree in art history from University of California, Berkeley.

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