Webinar Reminder: Demystifying Direct Indexing: A Roadmap for Your Future Portfolio
February 8, 2024 | 02:00 PM ET

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Your Personalization Professionals

 Founded in 2020 by a team with deep expertise in the financial services and technology sectors, our solutions fuel growth for the most forward-thinking financial advisory firms and Fintech platforms in the world.

The Alphathena Story

We built Alphathena to deliver personalized investing experiences to more people. We believe that by giving advisors the power to create custom direct index portfolios, and take advantage of tax-loss harvesting and automated rebalancing tools, investors everywhere will benefit.

And with an Open API infrastructure for Fintech partners, our AI-enhanced platform offers a curated and personal investing experience that’s accessible for all.

As featured in Wealthmanagement.com:
The Minds Behind the Machines: Mohan Naidu and Tushad Driver, Alphathena

Mohan Naidu

Mohan Naidu

Founder, CEO 

Mohan brings deep experience in investment research and technology in his role as CEO. He has been recognized by StarMine and Institutional Investors for his research efforts, and is an avid participant in deep learning AI technology research. Mohan holds an MBA and is a CFA Charterholder, and most recently as Managing Director at Oppenheimer.

Tushad Driver

Tushad Driver

Co-founder, CTO 

Tushad brings two decades of software development, technology consulting, and product management. He has extensive experience in developing AI, predictive data and analytics, and managing high-performance teams. Prior to co-founding Alphathena, he held high-level positions at Gray Matter Analytics, PwC Strategy, and GE Healthcare.

Kerri Quinn

Kerri Quinn

Head of Index Solutions

Kerri is a seasoned investment professional, specializing in portfolio management, portfolio construction, direct indexing, tax loss harvesting, and ESG integration. Prior to joining Alphathena, Kerri was a Senior Portfolio Manager at Vanguard focused on direct indexing, and managed portfolios at PGIM Quantitative Solutions, highlighting her comprehensive industry experience and leadership capabilities.

Mark Weeks

Mark Weeks

Board of Directors 

Mark acts as a main point of contact with the ETFS Capital investee companies. By bringing his extensive experience of the asset management space, Mark offers our founders strategic insight alongside general business acumen to bring significant value.

Prior to joining ETFS Capital, Mark was CEO at ETF Securities. He also led UBS’ highly successful Securities Lending Franchise in Zurich and was a Managing Director at Goldman Sachs International.

John Crosson

John Crosson

Board of Directors 

John is a successful entrepreneur and angel investor who founded, scaled, and exited two companies. John is an active mentor where he leverages his experience to offer advice to help early stage companies succeed. His passion lies in fostering the entrepreneurial ecosystem to promote business launches, providing mentorship for scale and success, and investing in innovative, fast-growing businesses.

Peter Layton

Peter Layton

Advisor 

As an advisor to Alphathena, Peter brings unrivaled experience in advising early and mid-stage companies. He is a founding partner of Blackthorne Capital Management, is a member of Hyde Park Angels, and serves as CEO of the family of Warhawk Funds. Peter retired as a Partner from Goldman Sachs in 2005.

Ed Boyle

Ed Boyle

Advisor 

A recognized leader who has successfully held multiple senior executive positions leading businesses, including the operations of three U.S. (SEC) regulated securities markets, Ed’s innovative spirit helps to guide Alphathena’s development. He is an advocate for transparency, liquidity, and operational risk, while also driving technological and regulatory changes with stakeholders, regulators, and customers.

Dean Cook

Dean Cook

Board of Advisors

Dean Cook has been in various executive roles with 30 years of experience growing financial services companies from startup through successful exits. A former CEO of FTJ FundChoice and President of Orion Advisor Services, Dean brings deep expertise building and leading sales and service organizations.

Join our Team

We are hiring! If you are passionate about technology and want to reimagine investing, let us know!