Joe is an American entrepreneur, investor, and philanthropist. Over the course of his career, he's been a part of founding more than a dozen mission-driven companies, including Opto Investments, Palantir, Addepar, Affinity, and 8VC.

Joe is passionate about repairing broken industries and government, inculcating classical virtues, prioritizing families, and enabling a free and prosperous society where everyone can thrive.

Prior to helping found Opto, Jacob was at Bridgewater Associates. He has a passion for sensible long-term investing, systematizing investment processes, and distilling complex market dynamics into clear, logical linkages that help people better understand their investments.

Jacob has been managing money for family and friends since he was 16 and is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private markets space far more interesting and important, both for investors and society.

Matt has more than 20 years of experience building mission-critical technologies for the aerospace and financial services industries.

Matt began his career building satellite flight control systems for Northrop Grumman Space Technology. Following an interest in investing, he transitioned to the quant finance space and built the core software platform for Strategic Global Advisors.

Matt then joined Addepar, where he held a variety of engineering and leadership positions, most notably delivering its public API and integrations platform. Matt holds a Master of Financial Engineering from UC Berkeley, a BS+MS in Mechanical Engineering from Georgia Tech, and is a CFA charterholder.

Matt has over 15 years of experience across all aspects of alternative investments, including investment management, manager research, and product development. He serves as President of Opto's registered investment adviser and chair of its investment committee.

Matt came to Opto from a large alternative investment firm where he was a managing director in its investment management division and also served as head of due diligence. Prior to that, he was a partner at a leading alternative investment research and diligence firm.

Matt has served as Chair of the CFA Society of Washington DC and President of the Alternative and Direct Investment Securities Association, and is a CFA charterholder and licensed attorney.

Nick has over a decade of experience partnering closely with RIAs, bank trust companies, multifamily and single family offices to provide information on strategy implementation, market and investment perspectives and other key qualitative insights to drive value for their clients. Before Opto, Nick worked at PIMCO within the Private Client Group and Gurtin Municipal Bond Management (acquired by PIMCO in 2018) where he worked closely with a number of the country’s largest RIAs.

He graduated from Dartmouth College with a BA in Asian and Middle Eastern Studies, with a minor in Government.

Matt has over 20 years of experience practicing law, much of it focused on enterprise risk management, financial services and securities regulation.

Prior to Opto, Matt worked as CCO & Counsel for another FinTech company and its affiliated RIA. Matt worked as a litigator in the public and private sectors and served as Counsel at FINRA in both Market Regulation Enforcement and Member Supervision. He has extensive experience with the Investment Advisers Act, Securities Exchange Act, Investment Company Act and other securities laws and regulations.

Matt holds a B.A. from Duke University in History and Public Policy and a J.D. from the George Washington University Law School.

Erika has almost ten years of people operations experience in early-stage technology companies.

Her career has focused exclusively on working on ground-level people operations teams. She previously worked at VoiceOps, a coaching enablement software at which she was the first people team hire, and Big Health, an app in the mental health space.

Erika holds a bachelors degree in Communications and received a distinguished certification in conflict resolution and mediation with an emphasis in business and labor issues at San Francisco State University. She is pursuing her Senior Professional in Human Resources (SPHR) in 2024.

Eytan has dedicated his career to making financial markets more efficient, transparent, and navigable through technology. In several years in the fintech space, he has designed and built elegant, intuitive systems to manage portfolios representing billions of dollars in assets.

Prior to Opto, Eytan was director of product management at Cadre, a commercial real estate investment platform, designed data science tools for financial institutions at Enigma Technologies, and developed next-generation portfolio analysis and reporting software at Addepar.

Eytan holds a BA from the University of California, Berkeley and an MBA from Columbia Business School, and is a member of various fintech and product management groups in New York City.

Sydney has gained significant experience in recruiting and human resources.

Prior to joining Opto, she specialized in recruiting highly technical positions at Amazon, working on strategic software engineering roles. She also supported technical recruiting and recruiting events in an Enterprise Associate role at Galvanize.

She holds bachelors degrees in marketing and management, and received her MBA in management from West Texas A&M University. 

Matt joined Opto having most recently served as Executive Vice President (EVP) and Head of Americas Marketing at PIMCO, where he played a pivotal role in the company's marketing initiatives. He had previously led global digital marketing transformations as EVP and Global Head of Digital Marketing, leveraging technology to drive growth initiatives.

Prior to his tenure at PIMCO, Dunn was instrumental in revolutionizing digital marketing at Morgan Stanley, where his leadership helped drive the success of the firm’s Next Best Action product. Matt's background also includes 16 years at Franklin Templeton Investments, where he held various roles in Canada and the United States.

Sean has accrued over 15 years of experience building alternative investment technology solutions focused on the independent wealth management channel.

Before Opto, Sean worked at Flow and consulted at Addepar Marketplace. Previously, he spent six years at CAIS as an SVP in the operations group. He is a CAIA charterholder and a member of the Rising Leaders Council for the Institute of Portfolio Alternatives (IPA).

He graduated from Northeastern University with a BS in Political Science and Government.

Alexis has over 15 years of experience in the alternative investment space, building fund products of all kinds for a wide range of clients.

Prior to joining Opto, Alexis was with Brookfield Asset Management where she was part of the Public Securities Group, building fund products for clients ranging from large global institutions to retail clients. Prior to that, she was in private practice assisting investment managers craft their private fund offerings.

Alexis holds a B.A. from Yale University and a J.D. from the University of Virginia School of Law.