Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $3T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

Led the most extensive historical data conversion for Addepar's largest institutional client, successfully working across product, engineering, and services to process financial data for 2.6 million accounts.

Executed a data deprecation project which required constant communication with Morgan Stanley executives and resulted in $100k of annual client savings.

Performed daily data reconciliation for 40 clients with ~$160bn AUM using Java, SQL, Github, and Excel.

Coordinated weekly accelerator events to help NYC startup founders launch their companies.

Real Estate, Gaming & Lodging

Built three-statement financial models, projected company future cash flows, and built DCFs using management assumptions, equity research, and credit research to analyze a company’s credit worthiness for deal feasibility and to ensure an appropriate rate of return for JPM.