The Innovation Council are executives at institutional investors and other financial services firms who help their firms generate alpha and implement best practices. We connect Council members, portfolio company entrepreneurs, and other ecosystem players to learn from one another and forge meaningful partnerships. The Council meets periodically. We have included below some representative members.
Winter Mead
Founder & CEO, Coolwater Capital
Neil Hohmann
Managing Director, Portfolio Manager and Head of Structured Products, Brown Brothers Harriman
Lawrence Johnson
SVP & Head of Fintech Engagement, Morningstar
William "Bill" Kelly
President and CEO, CAIA Association (retired)
Michael Livian
CEO, Livian & Co.
KP Sunil Rao
COO, SVP Finance: Plum Alley Ventures Company
Daniel Sandberg
Managing Director, Head of New Product Development & Research, S&P Global Market Intelligence
Frederick Shaw
COO, Unifi Asset Management LP
Akita Somani
SVP, Director Inclusive Growth Strategy and Access Commitment, U.S. Bank
Omar Hassan
Partner & CFO, Cloverlay
Rima Doshi Parikh
Partner, Operational Due Diligence at Brown Advisory