Changing the way you think about investment management.
Founded in 2016 by Samir Vasavada and Runik Mehrotra, Vise partners with advisors to give them the technology and tools they need to grow their business and help their clients. By empowering advisors, Vise is advancing its mission of creating financial freedom for everyone.
Co-Founder & Chief Executive Officer
Samir Vasavada is the co-founder & CEO of Vise, which he co-founded with Runik Mehrotra. Samir was a consultant with Gerson Lehrman Group (GLG) and Coleman Research and has previously consulted with financial institutions, including UBS, MassMutual, and Deutsche Bank and advisory firms, including Boston Consulting Group, on AI in portfolio management. Samir regularly speaks about AI and fintech at conferences including Riskalyze’s Fearless Investing Summit, Money20/20, TechCrunch Disrupt, InVest, and Raymond James Institutional Investors.
Co-Founder & Chief Investment Officer
Runik Mehrotra is the co-founder & CIO of Vise, which he co-founded with Samir Vasavada. Runik is an active AI and quantitative finance researcher, previously doing research at MIT. He has previously consulted with financial institutions, including UBS, MassMutual, and Deutsche Bank and advisory firms, including Boston Consulting Group, on AI in portfolio management and infrastructure in the AI space. Runik attended the Jerome Fisher Program in Management & Technology at the University of Pennsylvania, a dual degree program combining academics from the Wharton School of Business and Penn Engineering.
Chief Technology Officer
Andrew Fong is the CTO of Vise. He joined the company after nine years at Dropbox, where he most recently served as VP of Engineering—Infrastructure. In this role, Andrew was responsible for developing Dropbox’s Cloud Infrastructure from an early idea into an industry-leading product. But what he’s most proud of was managing and mentoring his team of 240 global engineers. Prior to Dropbox, Andrew was at YouTube and AOL, where he participated in a series of initiatives to streamline the two companies’ infrastructure and operations functions. Andrew received a B.S. in Computer Science from the University of Delaware. He now resides in the Bay Area with his wife and son.
Chief Compliance Officer
Shah Hafizi is the CCO of Vise, where he brings more than 14 years of experience in securities and commodities regulations. Shah previously held C-level and director level roles at BlackRock and UBS. Before joining the private sector, Shah developed quant trading and derivatives standards for the SEC. Shah received a B.A. from the University of Virginia, a Masters from Harvard University, and a law degree at American University, Washington College of Law.
Dave Twardowski, Ph.D.
VP, Head of Investment Strategy
Dave Twardowski is the Head of Investment Strategy at Vise. He joined the company after leading various algorithmic trading and investment strategy initiatives at Avantis Investors and Dimensional Fund Advisors (DFA) over the past decade. In these roles, Dave engaged in all aspects of the investment process, working closely with clients to build robust investment solutions. Dave also brings a wealth of engineering experience from his time as an engineer at General Electric Aviation and researcher for the NSA. He earned a Ph.D. in Engineering Sciences from Dartmouth, an M.S. in Mechanical Engineering from the University of Michigan, and a B.S. in Mechanical Engineering from the University of Rhode Island. He now resides in Los Angeles with his wife, son, and dog Matcha.
VP of Product
Niki Sri-Kumar is the Vice President of Product at Vise. She joined the company after a four-year tenure at Affirm, where, as the Director of Product, she managed the core platform and new product development. Before that, Niki was a Product Manager at analytics start-up Premise Data. She’s worked in investment banking at Barclays Capital and venture capital before moving into product management. Niki received a B.A. in Economics from Yale University.
VP of People and Talent
Yoonie Kim is the Vice President of People and Talent at Vise. She brings more than twenty years of experience in talent recruitment at some of the world's leading tech companies, including Amazon and Google. She spent the past four years consulting as the head of talent for a number of fast-growing startups. Before that, Yoonie led recruiting for Dropbox's remote offices and was the Director of Talent and People at Codecademy. Yoonie received a B.A. in History from Whitman College.