Meet Our Team

Behind the scenes you'll find Wall Street veterans, hedge fund pioneers, serial entrepreneurs & technologists, and successful startup innovators.

Our ideas and execution are innovative because of the great minds behind our offering. InvestmentPOD was founded by several illustrious Wall Street pioneers who identified the need for financial advisors to deliver both traditional and alternative strategies online or risk extinction.

These experienced and creative professionals include PhDs, CFPs, researchers, developers, and engineers. They form a solid team that continues to innovate and offer customized trading algorithms that lower costs and enhance long-term portfolio performance.
 
Jacqueline Ko Matthews
Founder & CEO

Jacqueline Ko Matthews graduated from Wellesley College with a degree in Economics and began her career as an Investment Banker with Goldman Sachs under Robert Rubin in New York and then Hong Kong. Part of a pioneering team of 9 spearheading the Goldman Sachs’ Asia Pacific investment banking team, she helped open the Taiwan Goldman office leading to the first $1.1B IPO of China Steel. Jacqueline then became part of the Goldman China team and subsequently was involved in many landmark IPO deals throughout Asia. Jacqueline was then hired as Vice President of International Finance for an Ultra High Net Worth family office conglomerate in Indonesia and then Taiwan before returning to the U.S. to obtain her master’s in Economics from Johns Hopkins School of Advanced International Studies and joining a small team managing U.S. Senator Mark Warner’s $200m family office. Jacqueline was then Chief Operating Officer of a quantitative hedge fund firm which she helped grow to $400m AUM before founding Investment POD.

Peter Matthews, PhD
Chief Investment Officer

Dr. Peter Matthews is a hedge fund pioneer, best known as a Founding Partner and Chief Portfolio Strategist of Mint Investment Management Co ("MINT") which became the first systematic global macro firm to exceed $1B in assets under management. MINT achieved consistent annual returns averaging 20% over its nearly 20 year history with no losing years in the first 13 years with Peter as chief architect of its trading systems. A JV with London’s Man Group, MINT was the catalyst for Man to become today’s largest publicly traded hedge fund firm globally. Peter won the highest honor given to an individual in the industry, The Donchian Lifetime Achievement Award, for creating the mathematics behind the First Guaranteed Fund. The MINT Guaranteed Fund institutionalized futures into the mainstream acceptable asset class by pensions and endowments. MINT’s success was profiled in the book, “Market Wizards”.


AJ Smith
Chief Technology Officer

Prior to leading the technology development at InvestmentPOD, AJ was the Chief Technology Officer at the fast-growing education start-up, Jozii. An honors graduate of New York University, AJ has made a habit of working on the cutting edge of technology at companies like BitInstant, Verisign, Inc., and the Naval Research Laboratory's Optics division.

Ngana Andrew-Mziray
Sales Assistant

Ngana is a former U.S. Army captain who served as an intelligence officer in Korea, Afghanistan, and Fort Benning, Georgia. Ranked first in his class at the U.S. Army Candidate School, Ngana is a graduate of Canada’s elite McGill University.


Atul Kamra
Key Advisor, Managing Partner & CEO at SixThirty

Atul has 25 years of experience in Financial Services. Most recently, he was Head of Advice for Wells Fargo Advisors, where he oversaw investments and advice quality. In previous roles, he was President of Wells’ clearing business, First Clearing, and Partner with Booz & Co.

Hal Gentry
Key Advisor, General Partner at SixThirty & Managing Partner at Prosper Capital

Hal has nearly 30 years of experience in the software industry as a CEO and angel investor. He founded and sold two successful software businesses, Gentry Systems and GridLogix.


Richard Ryffel
Key Advisor, Senior Lecturer at Olin School of business

Richard Ryffel combines his 30 years of experience in investment banking and wealth management, working for names like IBM Corporation, A.G. Edwards, Bank of America Securities, Edward Jones and J.P. Morgan Private Bank, with his academic perspective as a published professor at Washington University in St. Louis's Olin Business School, specializing in financial regulation and sales management.

Tim Stern
Key Advisor, General Partner at SixThirty & Cultivation Capital

Tim has over 25 years of real estate and real estate finance experience. He served as the Co-Founder/President of Lenders One, the 4th largest U.S. retail mortgage platform.


Russ Ayres
Key Advisor, Senior Vice President, Consumer Insights at Equifax

As head of IXI's Customer Decision Support Solutions team, Russ Ayres is responsible for helping clients identify and act on customer acquisition, cross selling, and retention opportunities through best-in-breed tools. A seasoned software architect and strategic manager, with over 15 years of product development experience, Mr. Ayres specializes in data visualization and architecture guidance to provide the best interfaces for largest possible ROI.

Martin Bertolino
Key Advisor, VP of Technology at Equifax

Martin has 20 years of extensive experience in enterprise and systems architecture, spending much of his career with Equifax, as well as solutions architect and software engineering roles with Microsoft and Bridge Information Software, respectively.


 
Our investors and accelerator partners

Investment POD has attracted multiple accelerators and investors with its high value proposition.

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