With more than 20 years of experience in engineering innovative financial products, Jigar has challenged himself and the Invessence team to make investing not only more efficient but also simple and easy to understand. His career working in investment management has resulted in significant accomplishments in managing money, and developing technology to create efficient processes. He has held senior positions at Schwab Capital, JPMorgan, and Harvard Management, Inc. Prior to investment management, Jigar was a senior engineer at Raytheon Co., working on the U.S. Navy satellite program. Jigar holds a Masters in Computer Engineering from Boston University. In his spare time he volunteers at local soup kitchens and has helped raise funding for cancer research. He recently trekked through the Himalayas, above 18,000 feet in elevation.
Michael has been an entrepreneur for most of his career. He brings to Invessence more than 30 years of experience building companies and vast operations expertise. An options trading specialist and a market maker, he joined Rockrimmon Securities in the mid-1980â€™s and helped it grow from three to more than 50 employees. In 1995, Michael founded Gateway Partners, where he planned the overall growth strategy of the firm, guiding it to become a leading options specialist with more than 40 employees and operations on all five options exchanges. In 2001, he sold his specialist business to Knight Capital Group. Michael received a B.S. in Business Management from Fairleigh Dickinson University.
Prashant has more than 25 years of experience in technology development and adds strong technical muscle to the Invessence team. He brings a valuable combination of expertise in developing applications on a variety of platforms with a solid knowledge of the financial industry. He has worked with large banks, brokerage institutions, and technology vendors, creating technical products, websites, and trade management systems. Prashant has a B.S. in Computer Science from Rutgers University. He is passionate in support of childrenâ€™s education causes and enjoys a good game of bridge and tennis.
Kevin Boley is the Chief Revenue Officer of wealth management technology provider Invessence. He is an industry veteran and leader with over 25 years experience in investments, wealth management, and technology. Most recently, Kevin headed up business development for an industry-leading financial technology firm.
MaryLou brings a rich perspective as a leader with extensive experience in the financial services industry. Before co-founding Invessence, she spent 35 years with Merrill Lynch, becoming a Managing Director and leading a team serving the largest institutional client base in the US. Professionally a champion of customer service and personally a leader in the community, Mary Lou is a founder and board member of Chicago Financial Women, holds a seat on the US Fund for UNICEF Board of Directors in Chicago, a member of the Chicago Stock Exchange Board of Directors and a house ambassador for Ronald McDonald House Charities. MaryLou enjoys travel, a practicing golfer, a passionate home cook and time with her family.
Kevin has more than 32 yearsâ€™ experience in investment and wealth management at J.P.Morgan, where he was Managing Director and held key senior leadership positions. He has run global businesses serving thousands of clients with billions in investable assets and managed countless individuals and teams around the world. Throughout his career he built new lines of business and reinvented existing ones to reinvigorate and modernize them. At the J.P.Morgan Private Bank he held positions as Head of Global Equities for J.P.Morgan Private Bank; CEO Global Trust and Estates; Head of Global Portfolio Management Group; and Head of Investment and Credit Products for Chase Wealth Management. At J.P.Morgan Asset Management, he served as Chief Operating Officer, US Equity Business; Portfolio Manager, Private Equity Investment Management; Head of Global Equity Trading; and Portfolio Manager, Equity and Derivative Strategies. Kevin is a Chartered Financial Analyst (CFA). Kevin serves on the board of Highbridge Voices, is an advisor and tutor for Pencil.Org, is active in childrenâ€™s education programs and a philanthropist for animal welfare and land preservation.
Nancy consults to small businesses, providing new product development advisory services, strategic and project planning, writing and editorial services. Nancy spent 14 years at Consumer Reports, where she ran the New Media and New Product Development departments, pioneered its first-ever interactive products and led the team that created, launched, and managed the first Consumer Reports website. Later, she served as Director of Marketing and Business Development for the New York Society of Security Analysts. She has worked in both private and nonprofit organizations developing, implementing, and managing new businesses, new products, and new programs in e-commerce, digital media, and publishing. Nancy has a Masters degree from the Interactive Telecommunications Program at NYU and a B.A. from Syracuse University.
Tom is an accountant and has practiced in diversified businesses for more than 30 years. He joined American Skandia, a financial service company, as a founding member of the executive team as Chief Financial Officer where he was responsible for all financial aspects of the firm including accounting and reporting, planning, tax, actuarial, SEC and regulatory relations, treasury and rating agency management. In addition, he is credited with building the operations for the companyâ€™s start-up mutual fund platform and subsequently was named President of their Investment Advisor business. Tom was a leader with American Skandia from start-up through its 15 year growth to a company of $40 billion Assets Under Management and 1,600 employees. He served as the lead member of the executive team in the sale of American Skandia to Prudential Financial. Tom is currently active on several Boards, is a consultant with small business owners and is active in community service.