cfa-charterholder
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Kristian Marquez and the question a spreadsheet cannot answer
A New York childhood, a Marine Corps commission, and years inside growing companies brought Kristian Marquez to an unglamorous conviction: a founder needs to know what customers will pay for. At FinStrat Management, he has made that question the starting point for the numbers.
Shamoon Tariq Is Turning Pakistan’s Mattress Money Into a Market
After years investing across frontier markets from Sweden, Muhammad Shamoon Tariq returned to a harder brief: make regulated saving ordinary in Pakistan. Mahaana’s digital accounts, Islamic funds and retirement platform are his attempt to replace paperwork and inertia with a habit.
Omar López Tronco Is Teaching Insurance to Notice How People Actually Move
The Clupp founder spent a decade measuring risk before rebuilding mobility insurance around a phone, an odometer and a deceptively simple question: what if the policy adapted to the customer?
Jason Steinberg
Jason Steinberg is the CEO of Scanifly, a drone-based software platform that lets solar companies survey rooftops, build 3D models, run shading analysis, and produce permit-ready designs without repeated site visits or dangerous roof climbs. A CFA charterholder who once installed solar panels on New Jersey rooftops, he spent years financing renewable energy projects at Bloomberg New Energy Finance and CohnReznick Capital before taking the helm at Scanifly in 2018. He hosts the podcast 'When Life Gives You Lumens,' where he digs into how the solar industry can scale through better technology, safety, and workforce development.
Brad Schneider
Brad Schneider is the founder and CEO of Nomad Data, a New York based AI platform that helps teams find, buy, and read the data hidden inside documents and external vendors. An MIT-trained engineer turned hedge fund investor (Tiger Management, Jericho Capital) and CFA charterholder, he spent a decade using alternative data to beat markets before deciding the harder problem was simply finding the right data in the first place. Nomad Data lets users describe what they need in plain English and routes them to answers, not raw spreadsheets, with products spanning data discovery, a Doc Chat engine for unstructured text, and vendor relationship management for consultancies, insurers, and asset managers.