merrill-lynch
(8)
Joan Khoury and the Long Game of Brand
She has spent 25 years walking into financial firms mid-transformation and doing the unglamorous work: finding the culture, naming it, and getting everyone to own it.
Allan Brik
Allan Brik is the CEO and managing founder of Everysk, a New York fintech building intelligent automation and risk workflows for capital markets. A structural engineer turned quant turned operator, he spent three decades managing risk at Merrill Lynch, Goldman Sachs, and the $14 billion hedge fund allocator Arden Asset Management before founding Everysk in 2013. He holds a PhD in Computer Aided Engineering from MIT and argues that cloud computing, open APIs, and agentic AI are quietly dismantling the spreadsheets and data silos that have governed investment management for decades.
Andrew Curtis
Andrew Curtis is the CEO of Clearco, the Toronto-based fintech that fronts cash to ecommerce brands without taking their equity. A two-decade Wall Street veteran of leveraged credit and restructurings - with stops at Merrill Lynch and Lazard Freres - he arrived as an advisor in 2022, took the top job in early 2023, and steered the once-troubled company through a recapitalization and a ground-up rebuild. Under him, Clearco has deployed billions across thousands of brands, tripled funding in 2024, and relaunched a platform he pitches as 'capital that thinks like a founder.'
Eric Solis
Eric Solis is the founder and CEO of MovoCash, Inc., a fintech company building on-demand mobile banking for the underbanked. A self-described full-stack entrepreneur with more than 25 years in finance, he was a senior investments executive at Merrill Lynch and Prudential Securities before launching SaveDaily and SAVE252. At MovoCash he developed MOVO, a patented platform that blends on-demand banking, distributed-ledger technology and AI to issue Real Time Payment Cards and move digital cash peer-to-peer. The company raised roughly $9 million across a 2016 seed and a 2018 Series A, partnered with Mastercard and FDIC-insured banks, and grew past 250,000 users.
Margaret Hartigan
Margaret Hartigan is the founder and CEO of Marstone, a Providence-based digital wealth management platform that banks and financial institutions white-label to deliver investing and planning tools to clients of all means. A former top-quintile Merrill Lynch financial advisor, she launched Marstone in 2013 to demystify and humanize finance, raised a Series B in 2024, and was named Innovator of the Year at the 2025 US Fintech Awards.
Michelle Larivee
Michelle Larivee is the co-founder and CEO of WTHN, the New York wellness company turning acupuncture from a months-long waitlist into a walk-in ritual. A Georgetown and Wharton graduate who spent 13 years in healthcare finance - Merrill Lynch, the World Bank's IFC, Deloitte, and a secondment to the World Economic Forum - she traded debt financings for needles after Traditional Chinese Medicine resolved pain that Western medicine could not. Since 2018 she has built WTHN into a chain of New York studios, an e-commerce line of acupressure tools and herbs stocked in 200+ retailers including Ulta, and a brand backed by a $5M Series A led by L Catterton.
Tom Callahan
Tom Callahan is the CEO of Nasdaq Private Market (NPM), the New York firm building the plumbing for trading shares in companies that have not gone public. A 30-year markets veteran who ran a $700 billion cash business at BlackRock and led NYSE Liffe U.S., he took NPM's helm in 2022 and frames the private market as a multi-trillion-dollar asset class 'hiding in plain sight' - one whose infrastructure, he says, resembles the bond market of 1970. He argues tender offers will soon outpace IPOs as the way late-stage companies deliver liquidity.
Raj Bhattacharyya
Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.