Company

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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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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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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David Lessing is the chief revenue officer of Addepar, a leading technology platform for wealth management. Most recently, he served as the global head of managed security services for BlueVoyant, a cybersecurity company founded in 2017, where he helped launch and lead one of the two main lines of business (comprehensive outsourced commercial cybersecurity). He previously served as interim CEO and executive vice president at Beechwood Bermuda, where he built a business selling structured products to wealth management firms globally.

Prior to that David was COO for Morgan Stanley’s U.S. Wealth Management Group which included $14B in revenue and 35,000 employees in over 600 branches. Before joining Morgan Stanley, David served as head of national sales and the U.S. middle market business of Marsh LLC, as managing director and chief operating officer of Merrill Lynch’s Direct Division (now rebranded Merrill Edge), and as a management consultant at McKinsey & Company.

David has a B.A. degree in Economics from Harvard College and a J.D. from Harvard Law School.

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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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Stephen is Chief Financial Officer, bringing more than 20 years of financial leadership at SaaS companies having served in executive roles in finance, operations, and sales. He previously served as CFO at Rocket Fuel, a global ad tech platform company with $500M in annual revenue.

Prior, he served as CFO for Trilliant, a large-staged venture-backed pre-IPO company, leading the effort to prepare the company for a liquidity transaction and optimizing their high-growth, global business model. Before joining Trilliant, he spent eight years at Adobe Systems, most recently as the VP of Finance in the office of the CFO and before that as VP and GM for Adobe’s 400-person SMB SaaS Sales business, transitioning it from a traditional licensing model to a SaaS model. He also spent 13 years with Hewlett Packard in a series of increasingly senior global finance roles.

Stephen has a BA from UC San Diego and an MBA from the University of Southern California.

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Natalie is the global CMO of Addepar, a leading fintech platform for wealth management. She is a noted enterprise SaaS marketer with a track record of building iconic brands, creating new categories and accelerating growth.

Prior to joining Addepar, she served as Vice President of Marketing at A.I. leader Qventus as well as Castlight Health, leading both companies through periods of hyper-growth. Prior to that, she held leadership roles at American Express, Citigroup, and Ameriprise Financial.

Natalie is from Canada and holds a degree from Queen’s 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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