Management Team

Principal’s team of seasoned consultants averages nearly 15 years of experience in buy side operations, trading systems and investment technology. Our consultants come directly from investment/asset management firms or from the vendor community. We hire highly capable people with extensive track records of successful investment technology project experience—we do not believe in on the job training at your expense. 

Vincent Lee

Principal and Founder Vincent has more that 15 years of experience in the financial technology and buy side investment community. Mr. Lee has extensive knowledge and experience in investment systems, data management and rich internet application technologies. Vincent most recently came from Charles River Development serving as principal member of the global implementation team focusing on the hedge fund community. He has extensive experience implementing Charles River for Hedge Funds specializing in fixed income and derivatives.

Mr. Lee was a bachelor’s degree from the University of California at Berkeley with a degree in Economics and Computer Science and an MBA from the Tepper School of Business at Carnegie Mellon specializing in Computational Finance.