A NEW ERA OF INVESTMENT MANAGEMENT OPERATIONS
FundGuard is the new generation financial services technology company that has built a global asset servicing operating system and technology platform for asset managers and their service providers. Powered by the cloud and AI, FundGuard’s technology existentially changes asset servicing to enable reduced fees and the ability to offer new and innovative products, including crypto-asset, at scale, today and tomorrow.
FundGuard was founded in 2018 to transform asset servicing operations by leveraging modern cloud and AI capabilities. The company is backed by strategic partners including Citi and State Street Corp, venture firms Blumberg Capital, LionBird Ventures, and Team8 Capital among others, as well as industry executives Heidi Miller, Jack Klinck, Jay Mandelbaum and others.
EXECUTIVE MANAGEMENT
LIOR YOGEV
CEO & Co-founder
Previously Head of North America at Temenos Multifonds, investment banker at Goldman Sachs, and software development and management roles at Radware and at an elite unit of the IDF intelligence corps.
JOHN LEHNER
President
Previously Global Head of State Street’s Investment Manager Services, Asset Management and Insurance Segments, CEO of BNY Mellon Technology Solutions, Chairman and CEO of Eagle Investment Systems.
YANIV ZECHARYA
CTO & Co-founder
Previously R&D Head at Salesforce Israel, CTO and co-founder of Bluetail (acq. by Salesforce), and software development and management roles at an elite unit of the IDF intelligence corps.
URI KATZ
VP R&D and Co-founder
Formerly a Senior Engineer at Natural Intelligence and Head of Financial Algorithms at TipRanks where he leveraged machine learning algorithms and NLP for the purpose of generating investment insights.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
BUSINESS DEVELOPMENT
KIRK LITTLETON
Sales
35+ years of mutual fund industry experience across software sales, product management, and implementations at SunGard (now FIS), Eagle (BNY Mellon) and InvestCloud; and asset servicing business development at BNY Mellon and Ultimus.
ALAN SCHNEIDER
Sales
Previously served as the Global Product Head of Citi Middle Office, held other product management leadership roles at Citi across 20+ years, and was a senior advisory consultant in wealth and asset management with EY.
ERIKA ALTER
Marketing
20 years of marketing leadership experience at BISAM, IHS Markit, Thomson Financial, Tradeweb, Vidrio Financial, Interactive Data and RIMES.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
PRODUCT
REESE LUCAS
Product
15 years of funds industry experience across product, presales, implementation, and investment accounting at Multifonds and IBT.
PETER MULDOON
Product Strategy
30+ years of funds industry leadership and product experience. Co-founder, product and strategy leadership roles at Linedata/GIS/PWC. Investments operations experience at JP Morgan and Merrill Lynch.
OMER BEN-BASSAT
Product Management
20+ years of experience leading technology teams. Previously VP of Product at Fundbox, senior product manager at Citi innovation lab and at Microsoft, and prior to that an R&D director and software developer for several startups.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
CUSTOMER SUCCESS
TED ANDERSON
Customer Onboarding
Nearly 25 years in the Middle Office and Custody Services industry, most recently with Citi for the past 15 years supporting Middle Office clients globally as Senior Vice President.
ANTHONY M. MARUSCO
Customer Onboarding
Nearly 30 years of funds onboarding and data management leadership experience at Vanguard, BNY Mellon, and PNC GIS.
JAMIE ROACH
Customer Success
25+ years of financial services industry experience across middle office services and mutual fund accounting at Citi. Jamie was the Senior Vice President responsible for global oversight, operations.
ROBERT WEST
Customer Onboarding
Nearly two decades of client focused software implementation, training, and support experience at Linedata, SG Cowen and BNY.
WILLIAM YUNG
Customer Onboarding
25+ years of experience in accounting, administration, fund oversight, product and professional services at BNY Mellon, JP Morgan, Multifonds, New York Life and Orion Business Innovation.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
OPERATIONS
AMNON ZUR
Finance and Admin
20+ years of financial management leadership experience, most recently as CFO of Multifonds, and in senior finance and accounting roles at Temenos, EY and Deloitte.
LI CARMEL
Human Resources
Twenty years of HR leadership experience, including previously held HR leadership positions at both start-ups and well-established public companies, most recently at Iguazio.
MEIRAV YAVNEH
Human Capital
Over 30 years of experience in human capital, organizational development, and recruitment in the start-up and high tech ecosystem. Led recruitment and human capital efforts for many multinational.
ELAD DOTAN
Cloud Operations
Strategic Cloud Operations Executive with 20+ years of combined success orchestrating excellence in systems and infrastructure development across diverse global organizations.
TZACH HOROWITZ
Cloud Security
Mr. Horowitz is an experienced CISO with CISSP, CCSP, CDPSE certifications and international expertise in Cyber Security. Mr. Horowitz provides CISO-AS-A-Service services for enterprises of all sizes.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
ADVISORY
JAY MANDELBAUM
Former Head of Strategy at JPMorganChase, and member of both JPMorganChase's and Citigroup's operating committees.
HEIDI MILLER
HSBC and FiServ non-executive director. Former President of JP Morgan International and CEO of JP Morgan's treasury and securities services business.
JACK KLINCK
Former State Street and BNY Mellon management committees member as Head of State Street’s Global Exchange and Hedge Fund Administration, and CEO of Mellon Bank’s.
DAVID KRELL
Founder and former CEO of the International Securities Exchange.
AVI NACHMANY
Co-Founder and former Director of Research at Strategic Insight.
STANTON GREEN
Former Co-Head Equities of Guggenheim Capital and CEO of OTR Global. Currently, Executive in Residence for Warburg Pincus and Venture Advisor for Blumberg Capital.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
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