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Your private investment team

What we believe

We believe that fiduciaries deserve better, simpler, and more scalable options for accessing private markets

01

The private investment process is broken

02

All investors deserve access to high-quality private investments

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Modern tech will streamline private investing

04

Aligned incentives are key to great partnerships

Who we are

Experts

We are a team of investors, allocators, operational specialists, and technologists from the world's top financial institutions and technology companies

Innovators

We are relentless technological innovators, committed to changing the way fiduciaries experience private markets

Partners

We believe in the value of advice and that fiduciaries deserve better, simpler, and more scalable options for accessing private markets confidently and efficiently

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We are Opto

 

Your long-term partner for building smarter private markets portfolios

The Opto leadership team

A team of proven investors, operators, and technologists committed to helping your clients meet their goals

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Ryan VanGorder

Chief Executive Officer
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Ryan VanGorder is Opto Investments' Chief Executive Officer.

Prior to joining Opto, Ryan was a managing director at BlackRock, leading finance in the Asia Pacific region. Ryan has more than 20 years of financial services experience and began his career in 2001 at Quellos, a Seattle-based hedge fund-of-funds.

When he's not focused on building Opto into a world-class business, you might bump into Ryan running or biking on a trail near you.

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Joe Lonsdale

Co-Founder, Executive Chairman

Joe is committed to fixing a broken private investment process. As co-founder and chairman, Joe is heavily involved in helping build and guide Opto, shaping our vision and strategy

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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.

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Jacob Miller

Co-Founder, Chief Solutions Officer

Jacob is focused on anticipating and solving client problems and delivering an exceptional investment experience featuring only the best opportunities

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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.

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Kamal Jafarnia

Co-Founder, General Counsel

Kamal provides legal guidance and strategies across the company, and makes sure our platform remains in regulatory compliance enterprise-wide

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Kamal Jafarnia has more than 30 years of experience as an attorney, compliance professional, and financial industry veteran. He has advised public and private companies—including alternative investment program sponsors—on complex securities offerings, regulatory and compliance issues, mergers and acquisitions, and corporate governance.

Prior to joining Opto, Kamal served as General Counsel and Chief Compliance Officer at Artivest Holdings, Inc., Altegris Investments, Altegris Advisors, and as CCO for the Altegris KKR Commitments Fund. Before Artivest, he was a Senior Vice President with New-York based W.P. Carey in its managed funds business.

Kamal received his LL.M. in securities and financial regulation from Georgetown University Law Center and graduated from Temple University School of Law with a Juris Doctor degree. He holds a BA in Economics from the University of Texas at Austin.

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Matt Reed

Co-Founder, Chief Technology Officer

Matt leads our engineering team, ensuring we build scalable solutions to meet the challenges of building and managing a private markets program

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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.

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Matt Malone

Head of Investment Management

Matt leads our investment selection and structuring efforts, developing offerings that best meet the needs and goals of our clients and their investors

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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.

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Priscilla Wu

Head of Finance and Accounting

Priscilla heads up our finance and accounting functions globally, and oversees Opto's financial structuring, reporting, and internal control matters

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Priscilla Wu is the Head of Finance and Accounting of Opto Investments Inc.  Prior to joining the Parent, Ms. Wu was the Senior Controller at Serengeti Asset Management, a value driven investment firm. Prior to that, Ms. Wu was an Accounting Manager at Alden Global Management. Previously, Ms. Wu was an Audit Manager at Deloitte & Touche LLC, where she spent over 6 years in the Investment Management Practice.  Ms. Wu is a Certified Public Accountant and received her B.B.A. in Accounting from Baruch College.

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Nicholas Downer

Head of Advisory Services

Nick oversees our engagement efforts with the wealth management community, finding the most productive way for Opto to partner with their practices

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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.

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Erika Jesse

People Business Partner

Erika administers all facets of the Opto employee lifecycle, including employee relations, performance management, benefits administration, and other operational needs

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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.

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Eytan Schindelhaim

Head of Product
Eytan leads our efforts to build elegant and intuitive software for constructing, executing, and managing private markets investment programs
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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.

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Sydney Sharp

Recruiting

Sydney is focused on the fair and efficient recruitment of high-caliber candidates for Opto, as well as ensuring a smooth onboarding experience for each and every new hire

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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. 

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Matt Dunn

Head of Marketing

Matt leads our marketing team, looking to ensure we clearly communicate our partnership-first approach and build a platform that engages with and serves our clients

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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.

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Sean Mulcahy

Head of Investment Operations

Sean heads up our investment operations team, focused on making our clients' investment experiences seamless, intuitive, and integrated

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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.

Our advisors

Barnard

David Barnard

Former Head of Private Wealth Management, AllianceBernstein

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Steve Lockshin

Founder & CEO, Advice Period

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Keri Findley

CEO, Tacora Capital

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Michael Batnick

Managing Partner, Ritholtz Wealth Management

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Isaac Applbaum

Founder & Partner, Mizmaa Ventures

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Kelly O'Connor

Founder & CEO, Lumiere Partners

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Mark Goldberg

Senior Advisor, Apollo Global Management

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James Waldinger

Founder & CEO, Artivest

Rupert

Todd Ruppert

Founder & CEO, Ruppert International

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Mark Machin

Co-Founder, Intrepid Growth Partners

Barnard

David Barnard

Former Head of Private Wealth Management, AllianceBernstein

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Steve Lockshin

Founder & CEO, Advice Period

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Keri Findley

CEO, Tacora Capital

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Michael Batnick

Managing Partner, Ritholtz Wealth Management

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Isaac Applbaum

Founder & Partner, Mizmaa Ventures

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Kelly O'Connor

Founder & CEO, Lumiere Partners

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Mark Goldberg

Senior Advisor, Apollo Global Management

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James Waldinger

Founder & CEO, Artivest

Rupert

Todd Ruppert

Founder & CEO, Ruppert International

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Mark Machin

Co-Founder, Intrepid Growth Partners

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Thoughtful guidance, world-class guides

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Join the team!

  • Flexible working arrangements
  • Comprehensive healthcare
  • Investment benefits
  • Fitness, education & WFH stipends

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