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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.

Leadership

Advisors

Investors

Regulatory Committee

Investment Committee

Samir Vasavada
Samir Vasavada

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.

Runik Mehrotra
Runik Mehrotra

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.

Shah Hafizi
Shah Hafizi

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.

Tyler John
Tyler John

Chief Sales Officer

Tyler John is responsible for sales and overseeing the Sales, Sales Operations and Account Management teams. Prior to joining Vise, Tyler was Senior Vice President at TripActions, an advisor to Zoe Financial and Director of Sales at Yelp. Tyler received a Bachelor of Economics from Pitzer College.

Christine Tseng
Christine Tseng

Chief Marketing Officer

Christine Tseng is responsible for managing the company’s brand and overseeing the Marketing and Communications teams. Prior to joining Vise, Christine was Vice President of Marketing at TripActions and Head of Global Business Marketing at Twitter. Christine received a Bachelor's degree from Cornell University and a Master of Business Administration from UCLA Anderson School of Management.

Kelly Leyden
Kelly Leyden

Chief People Officer

Kelly Leyden is responsible for all aspects of the company’s people and talent strategy and overseeing the People team. Prior to joining Vise, Kelly was Senior Vice President of People at ShopKeep by Lightspeed and Head of People at both S’well and LearnVest. Kelly received a B.A. from The University of Kansas.

Dave Twardowski, Ph.D.
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.

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