Leadership Team

WealthTechs is led by visionaries who have a collective 100+ year career history applying technology, innovation, and passion to solve difficult problems for institutional and wealth management firms.

Chris Casey

Founder/CEO/CFO

Chris is a pioneer in the wealth tech space, he founded & leads WealthTechs. Prior he was the Founder/CEO of Lync.NET and a Manager at Advent Software.

Ryan Dickau

CTO

Ryan manages infrastructure to ensure security and scalability. He runs the “morning process” and development teams to improve and develop new products.

Gina Barro

Data Analytics & Quality Manager

Gina has deep experience managing custodian data and Advent reconciliations since 2003. She manages client support, data quality and client app integrations.

Gaston Vera

DataDev Team Leader

Gaston manages the DataDev Team responsible for mapping unstructured data from hundreds of data sources we gather into the WealthTech's Normalized Data Model. He is a founding member of WealthTechs.

David Otero

DevOps Team Leader

David manages the DevOps Team responsible for executing “The Morning Process”. He is a founding member of WealthTechs.

Account Management team

WealthTechs Account Managers consult with new clients during the sales, value proposition and pilot testing phases of our onboarding process. Their sole focus is to achieve 100% customer onboarding success by making any necessary resources at WealthTechs available to our new clients and make the onboarding experience efficient and pleasant.

Chris Casey

Founder/CEO/CFO

Chris is a pioneer in the wealth tech space, he founded & leads WealthTechs. Prior he was the Founder/CEO of Lync.NET and a Manager at Advent Software.

Imee Morales

Account Manager – North America Central

Imee leads Central North America. Prior to WealthTechs, Imee managed a key business unit team at Manulife, a $62.76 billion Life Insurance and Unit Trust Company.

Customer Service & Support Team

WealthTech's Information Technology Team is responsible for all WealthTechs cloud-based servers, firewalls for data processing and website hosting. The Information Technology Team also manages all employee’s end point devices and the software that runs on them that access information on WealthTech's websites, servers, and Office 365.

Gina Barro

Customer Service & Support Team Leader and Tier 2 Service & Support

Gina has deep experience managing custodian data and Advent reconciliations since 2003. She manages client support, data quality and client app integrations. Gina fields all client service and support issues that are escalated from a Tier 1 to Tier 2 issue due to the complexity of the issue.

Gaston Vera

Tier 2 Customer Service & Support – Advent Integrator App

Gaston manages the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model. Gaston is a founding member of WealthTechs and also the developer of the Advent Integrator App™ used by over 40 WealthTechs clients.

Nerie Mae Mora

Tier 1 Customer Service & Support – ClearView

Mae oversees all customer service & support issues related to the ClearView Portal. She fields all Tier 1 issues from WealthTechs clients and also performs the following duties: updates to user manuals, creation of training videos, hands on training, and new release rollouts. Prior to WealthTechs Mae was a customer support executive for Suntrust, AT&T and Esquire Financial.

Jonathan “JR” Rivera, Jr.

Tier 1 Customer Service & Support – Advent Integrator App

JR oversees all customer service & support issues related to the Advent Integrator App. He fields all Tier 1 issues from WealthTechs clients and also performs the following duties: updates to user manuals, creation of training videos, hands on training, and new release rollouts. Prior to WealthTechs JR was a Project Manager at Upwork, and an Administrative Assistant at Thornton & Baines Financial.

Information Security Team

WealthTech's Information Security Team update, make current and monitor a strategic, comprehensive enterprise information security and IT risk management program based on SOC2 Type2 security standards. Annually, since 2018, WealthTechs has completed its Service Organization Controls 2 (SOC 2) examination under the Statement on Standards for Attestation Engagements No. 18 (AT-C section 205, Examination Engagements) of the AICPA, performed by an independent auditing firm. Completion of the SOC 2 Type II examination indicates that selected WealthTechs processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm. The examination included the Company’s controls related to the Trust Services Principles and Criteria for Security. WealthTech's SOC 2 examination is performed in accordance with AT-C section 205, Examination Engagements. SOC 2 is designated as an acceptable method for a user entity’s management to obtain assurance about service organization internal controls set forth in TSP section 100—Trust Services Principles and Criteria for Security, Availability, Processing Integrity, Confidentiality, and Privacy (AICPA, Trust Services Criteria) (applicable trust services criteria) without conducting additional assessments. WealthTechs selected the SOC 2 standard because the SOC 2 examination is widely recognized because it represents that a service organization has been through an evaluation of their control activities as they relate to the applicable Trust Services Principles and Criteria. WealthTech's SOC 2 Type II report not only includes the organization’s system descriptions, but also includes detailed testing of the design and operating effectiveness of the entirety of WealthTech's organization’s controls.

Chris Casey

Information Security Team Member

Chris is a member of WealthTechs Information Security Team. As CEO, Chris is the ultimate stakeholder in WealthTechs Information Security initiative. He assures that the Chief Information Security Officer and the other members of the WealthTechs Information Security Team have the resources and power to accomplish their duties related to security and allow nothing to impede the relentless pursuit of information security excellence.

Ryan Dickau

Information Security Team Member

Ryan is a member of WealthTechs Information Security Team. As CTO, Ryan has a large responsibility to assure that all code written by WealthTechs follows WealthTechs security policies.

Leonardo Acosta

Information Security Team Member

Leonardo is a member of WealthTechs Information Security Team. As Information Technology Team Lead, Leonardo has a large responsibility to assure that all infrastructure at WealthTechs follows WealthTechs security policies.

Data Source Relationship Management Team

Data Source Relationship Managers consult with new clients during the pilot and ongoing live phases of our onboarding process. Their sole focus is to achieve 100% customer onboarding success by serving as a liaison between our clients and their custodians & other investment-book-of-record sources. The team assures that all paperwork is accurately completed, and every account is reliably connected via secure data feeds from all custodians & other investment-book-of-record sources such as banks, broker dealers, UMA sponsors and other custodians & investment-book-of-record sources. On an ongoing basis, the team is responsible for adding new accounts to existing data feeds, establishing new data feeds from new sources, and closing data feeds for closed accounts.

Eleanor Cabatana

Data Source Relationship Manager

Eleanor is responsible for administrative & communication activities between WealthTechs clients and their sources of data: custodians, brokers, sponsors & others. She also works on the "morning process".

Marvie Rara

Junior Data Source Relationship Manager

Marvie is responsible for administrative & communication activities between WealthTechs clients and their sources of data: custodians, brokers, sponsors & others. She also works on the "morning process".

Dev Ops Team

WealthTech's clients require normalized, quality data delivered via SFTP or API at the earliest time each morning to assure that data loading into mission critical systems and reconciliation is completed well in advance of the market open. Our proprietary Portfolio Accounting Data™ service is our core product offering that fulfills the requirements of our clients. Each and every day of the year; our dedicated DevOps Team delivers our Portfolio Accounting Data™ service by performing what we call, “The Morning Process.” The Morning Process is the most important thing we do; nothing takes higher priority; nothing stands in our way of accomplishing it and we constantly improve it. Our DevOps team performs 7 core jobs:

  • Load unstructured data content from our data providers into our Microsoft SQL staging database Load unstructured data content from our data providers into our Microsoft SQL staging database.
  • Normalize unstructured data received from our data providers via our proprietary mapping rules logic coded by our DataDev Team.
  • Export normalized data to WealthTech's Normalized Data Model in Microsoft SQL Database.
  • Validate and Fix data issues identified by our proprietary, automated rules engine which consists of 180+ data validation rules and mark-to-market position reconciliation.
  • Notify WealthTechs clients of any issues which will cause delays in delivering normalized, quality data to our clients via our ClearView Client Portal and automated email notification.
  • Export normalized/structured data to customer’s folders who receive data via SFTP and export unstructured source data to our Data Lake where data at rest is compressed and encrypted.
  • Improvement – our DevOps team constantly improves the Morning Process by listening to customer feedback, bettering our normalization logic, validation rules and reconciliation procedures which results in an ever Portfolio Accounting Data™ service for our clients.

David Otero

DevOps Team Leader

David manages the DevOps Team responsible for executing “The Morning Process”. He is a founding member of WealthTechs.

Matias Vargas

DevOps Team

Matias works on the DevOps Team responsible for executing “The Morning Process”. Prior to WealthTechs, he oversaw the maintenance of the company datacenter, monitoring, analysis, configuration of servers, firewalls, and routers for Solutions Group S.A.

Guillermo Ferreira

DevOps Team

Guillermo works on the DevOps Team responsible for executing “The Morning Process”. Prior to WealthTechs, he managed the IT infrastructure and performed SQL development for Lauro Asesores Insurance Brokerage.

Nelson Rodriguez

DevOps Team

Nelson works on the DevOps Team responsible for executing “The Morning Process”. Prior to WealthTechs, he was a dev/entrepeneur and worked on customer IT support.

Data Dev Team

WealthTech's DataDev Team is responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model. This process is very complicated and requires acute attention to detail. For example, a single custodian may have 1000’s of various transaction codes that must be mapped to a normalized set of 75 transaction codes in the Portfolio Accounting Data™ Normalized Data Model. The DataDev Team is constantly improving mappings based on customer feedback and our own proprietary data validation and quality assurance models.

Gaston Vera

DataDev Team Leader

Gaston manages the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model. Gaston is a founding member of WealthTechs and also the developer of the Advent Integrator App™ used by over 40 WealthTechs clients.

Luis Cadau

Data Developer

Luis works on the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model. Luis is a senior C# and SQL developer.

Javier Fernandez

Data Developer

Javier works on the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model.

Ezequiel Fleitas

Data Developer

Ezequiel works on the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model.

Leandro Scherf

Data Developer

Leandro works the DataDev Team responsible for mapping unstructured data from the hundreds of custodians, brokers, sponsors, and other sources of financial account data we gather for our clients into the structured WealthTech's Portfolio Accounting Data™ Normalized Data Model.

Web Dev Team

WealthTech's WebDev Team is responsible for developing and maintaining all of WealthTechs ClearView websites, which include our internal CRM, our Client Portal where WealthTechs clients can view interface status, request new interfaces and account additions. The WebDev team is also working on the new cloud based portfolio management system ClearView Wealth.

Eduardo Rojo

WebDev Team Leader

Eduardo leads the WealthTechs WebDev team and is responsible for all internal and external facing websites that fall under WealthTechs master web domain: ClearView. He is a senior developer with expertise in C#, .NET JS & CSS Frameworks and SQL DDBB.

Maxi Paquiri

Web Developer

Maxi fixes bugs and develops new features in WealthTech's internal ClearView CRM and client facing web-based products using C#, .NET JS & CSS Frameworks and SQL DDBB.

Matias Zozaya

Web Developer

Matias is a front-end Web Developer and works on WealthTech's ClearView CRM, ClearView Client Portal & public facing websites including www.WealthTechs.com, Twitter and LinkedIn. He is an entrepreneur and has managed web-based sales funnels, e-learning environments and is a major YouTube influencer in sound engineering and music production technology.

Information Technology Team

WealthTech's Information Technology Team is responsible for all WealthTechs cloud-based servers, firewalls for data processing and website hosting. The Information Technology Team also manages all employee’s end point devices and the software that runs on them that access information on WealthTech's websites, servers, and Office 365.

Leonardo Acosta

Information Technology Team Leader

Leonardo leads the WealthTechs Information Technology team. Leonardo has been supporting large IT infrastructure for companies and government entities since 2008. He is well versed in all things related to networks, software, hardware, and information security.

Finance Team

WealthTech's Finance Team is responsible for all WealthTechs finances, bookkeeping, accounts payable, accounts receivable, expenses, funding and taxes.

Chris Casey

Chief Financial Officer

He oversees all aspects of the financial operations of WealthTechs and the original funding source of WealthTechs.

Linda Chatelain

Financial Operations Manager

Linda oversees all aspects of WealthTechs QuickBooks general ledger accounting system. Linda is an experienced manager skilled in Tax Accounting, Bookkeeping and she is a creative writer.