ANNOUNCING: A brand new look is coming to the SMArtX website October 1st, 2020!
Chief Executive Officer
Evan Rapoport is the Founder and CEO of SMArtX Advisory Solutions, the award-winning managed accounts technology platform. Building on years of experience in the institutional asset management segment, Mr. Rapoport pioneered managed accounts technology that would allow wealth managers of all types to access the same strategies typically only available to the largest investors. With the introduction of real-time trading and access to traditional, alternative, and direct indexing strategies through a unified managed account structure, Mr. Rapoport changed the way advisors look at Turnkey Asset Management Programs. Mr. Rapoport also led the establishment of SMArtX’s partnership agreement with SS&C Advent to be its managed accounts solution.
In addition to SMArtX, Mr. Rapoport created HedgeCo.Net, one of the world’s most trafficked marketplaces for hedge fund information. Prior to HedgeCo, Mr. Rapoport was a Senior Vice President at Broadband Capital Management in New York City. At Broadband, he managed assets for institutions and high net worth clients, and participated in private placements and PIPE transactions. Previously, Mr. Rapoport worked at Oscar Gruss’ Private Client Group, where he is still the youngest person to be Senior Vice President in the history of the NYSE member. Mr. Rapoport started his career in a Chairman’s Council member’s office at Paine Webber. He has been featured on the FOX Business Channel, FOX News, CNBC, MSNBC, Bloomberg, and in leading publications including the Wall Street Journal.
|Jonathan S. Pincus,
President and Chief Operating Officer
Jonathan S. Pincus is the President and Chief Operating Officer (COO) of SmartX Advisory Solutions. His responsibilities include operational strategy and effectiveness, working across Marketing, Sales, Finance, Operations, and Technology to deliver SmartX’s best-in-class UMA technology and automated turnkey asset management solution.
Mr. Pincus has 25 years of investment industry experience leading operational design, platform evolution, and business development for the largest and most highly regarded global investment organizations. Prior to joining SmartX, Jonathan served as the Global Head of Investment Operations for Northern Trust Asset Management, where he designed, implemented and managed their global operating model.
Mr. Pincus is also regarded as a thought leader in the Managed Accounts and TAMP space. In the first half of his career, Jonathan led and evolved the managed account practices for Legg Mason and Invesco. After Invesco, Jonathan served as the COO of Northern Trust’s Managed Accounts Group where he designed and implemented Northern Trust’s Turnkey Asset Management Program and grew the platform to support over $70B in assets.
Jonathan has served in an advisory capacity for a number of successful fintech firms and TAMPs and holds an active role in the financial services community.
Chief Product Officer
At SMArtX Advisory Solutions, Mr. Alex Thompson serves as the Director of Product Development. Alex focuses on product strategy and marketing and works directly with the development team in building SMArtX’s managed accounts technology. Alex joined HedgeCo Networks in 2009 and served as Due Diligence Coordinator and Executive Vice President of the firm’s affiliated broker/dealer, HedgeCo Securities. Starting in 2010, Alex developed and operated the firm’s investment management division, HedgeCo Investment Management, that specialized in seed investments for emerging hedge fund managers.
Prior to joining HedgeCo Networks, Alex served as a product manager for JMT Software, which developed Electronic Health Records and Medical Research Administration software solutions, and spent time working as a technology and financial consultant for private medical practices. Alex graduated magna cum laude from the University of Kentucky with “Departmental Honors” from the University’s Finance Faculty.
Chief Technology Officer
Aaron Wormus is the Chief Technology Officer of SMArtX Advisory Solutions. Focusing on bringing technology solutions to the financial industry, Aaron Wormus has lead the architecture and development of key pieces of Financial technology focused on the advisory and alternatives sector.
Prior to SMArtX, Aaron Wormus has lead the online division of HedgeCo Networks developing the HedgeCo Websites platform. This revolutionary Software as a Service (SaaS) platform enabled them to quickly develop and deploy compliant, secure, and compelling web portals for their 500+ hedge fund clients. As the Chief Architect of HedgeCo.Net, a hedge fund database that tracks 7000+ funds, Aaron developed the Hedge Fund Calculator a powerful statistics and analytic engine, and marketing material generation tool.
Prior to working with HedgeCo Networks, Mr. Wormus worked as an independent consultant implementing back-end systems for clients ranging from telecommunications companies to mining companies and Silicon Valley software distributors.
Chief Marketing Officer
Alexander Smith-Ryland is responsible for identifying and expanding strategic opportunities for SMArtX by working with investment managers, investors, and industry contacts. In addition, he manages the national sales effort. Mr. Smith-Ryland has over 15 years of experience in alternative asset management, including working with hedge funds, private equity funds, real estate funds, as well as advisory services to alternative asset investors.
Mr. Smith-Ryland has a Bachelor of Science in Business Administration, with a concentration in marketing, from Georgetown University. In addition to his duties at SMArtX, he is currently a registered representative of HedgeCo Securities and holds the Series 7, 63, and 66 securities licenses. Finally, he is also the Managing Partner of CS Wilton Group, a single family office.
Chief Compliance Officer
Lou Milano provides SMArtX with more than 40-years of experience in the securities industry guiding compliance efforts for Fortune 500 corporations and firms including Prudential-Bache Securities, Citicorp, Daiwa Securities, and Cabot Lodge. As Chief Compliance Officer for SMArtX, Mr. Milano is also responsible for overseeing and managing all day-to-day regulatory compliance issues for, HedgeCo Securities, an affiliated broker dealer.
Mr. Milano joins the SMArtX team after spending the past ten-years building a robust compliance program for Natixis North America. Before Natixis, Mr. Milano managed an equities broker dealer for KBC. Mr. Milano started his career at the NYSE, and worked as an Options Inspector for the AMEX. Mr. Milano was recently accepted to the FINRA Arbitrator program. He holds Series 3, 4, 5, 7,14,15, 24, and 79 Securities licenses. Mr. Milano earned a Paralegal Degree from New York University and his Bachelor of Arts Degree from Marist College.
Chief Investment Strategist
Prior to joining SMArtX Advisory Solutions, Pascal Roduit was a senior financial analyst at Mercer Park LP, a family office focusing on the acquisition of alternative investment entities. Before joining Mercer Park LP, Pascal was the chief risk officer and the director of quantitative research for the Rock Maple Funds, a fund-of-hedge-funds manager. At Rock Maple Funds, Pascal developed an investment “roadmap” for hedge fund of funds portfolio construction and risk management, based on the concepts of Omega. Pascal was a frequent speaker at hedge fund conferences, seminars and round table events, both domestic and abroad. Previously, Pascal was the director of risk management at Pine Grove Asset Management. His past experience includes working at JP Morgan Securities; there he developed an investment/risk methodology known as Risk Appraisal Drives Absolute Returns (“RADAR”) and assisted in the portfolio construction process and manager due diligence for the creation of fund-of-hedge-funds products. Earlier in his career, he also developed and expanded the hedge fund advisory services for the bank’s Geneva office. It is at JP Morgan that Pascal developed the “Hedge Fund Cycle Map”, a macroeconomic based approach to evaluate hedge fund strategy performance. Prior to JP Morgan, Pascal was a fund manager at Deutsche Bank (North America and South East Asia Equity Funds), and at Lloyds Bank (Global Fixed Income Fund). At both institutions Pascal was a member of the investment committee, responsible for the USD denominated managed accounts..
Pascal received a BA and an MBA from The American University, Washington, DC.
Chief Finance Officer
Joseph provides financial oversight for SMArtX Advisory Solutions and serves on the Board of Directors for HedgeCo Networks, Inc. Joseph Goldstein has over 30 years of experience in finance and controllership.
Goldstein has been the chief financial officer for more than 15 companies, in ten different industries, including senior level management positions in the following Fortune 500 companies: CitiesService Company (Citgo), in which he served as group CFO-Plastics and Special Products, assistant to Corporate Controller – compliance(Sec, FASB) and Itel Corporation, a data and financial service company in which he served as CFO of five divisions and groups.
Joseph earned a Master of Business Administration in Finance and Bachelor of Science in Accounting from Long Island University and has served as an adjunct lecturer of finance in the City University of New York since 1986.
Andrew King manages the onboarding process at SMArtX Advisory Solutions, focusing on bringing both advisors and investment managers onto the SMArtX platform. Utilizing client-centric project management skills, Andrew provides transparent and consistent communication, ensuring internal and external stakeholders understand the key action items and the implementation timelines at all times.
Prior to joining SMArtX, Andrew worked at BlackRock as an Implementation Manager where he focused on all new launches of North American ETFs and CTFs. Before his time at BlackRock, Andrew worked at JP Morgan where he managed the Hedge Fund Administration Onboarding team responsible for all launches and transitions of hedge funds onto the JP Morgan administration platform. He started his career in the Investment Bank at JP Morgan managing both the Cash Trade Support and Soft Dollar teams as well as in several project management roles.
Andrew graduated with a Bachelors of Science degree from the University of Florida with a dual concentration in Finance and Marketing.