Chief Executive Officer, Co-Founder
Jim oversees eVestment's long-term strategic direction and key business initiatives. Prior to founding eVestment, Jim was a consultant with Watson Wyatt in Atlanta, where he was actively involved in leading the firm's efforts to provide consulting services to the investment management community and in the publication of topical research. Jim also assisted clients in the areas of investment manager research, investment manager evaluation, and the coordination of manager searches. Prior to Watson Wyatt, Jim worked in various roles with First Data Corporation and Bank of America. Jim holds a BA in Economics from Vanderbilt University and an MBA in Finance from Emory University, where he graduated Beta Gamma Sigma and received the Wall Street Journal Award in Finance. Jim also has completed Levels I & II towards the Chartered Financial Analyst (CFA) designation.
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Heath oversees eVestment's international business including operations in Europe, Asia and Australia and is closely involved in product development efforts and the company’s strategic direction. Prior to founding eVestment, Heath was an Assistant Consultant with Watson Wyatt. He provided analytical support with asset allocation studies and investment policy planning, manager searches and performance evaluation. In addition, Heath was involved with servicing many of the firm's largest multi-national clients including overseeing the coordination and delivery of performance evaluation reports. Prior to joining Watson Wyatt, Heath was an Assistant Trader with the Chicago Partnership Board in Chicago, where he initiated and executed transactions involving limited partnership units. Heath holds a BS in Finance from the University of Tennessee.
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Chief Operating Officer, Co-Founder
Matt oversees eVestment's service organization which includes client service, product management and data management and services. He has been extensively involved in the global expansion of eVestment's efforts into the European, Asian and Australian marketplaces. Additionally, he is involved in the strategic direction of the organization to grow eVestment into one of the leading investment technology organizations in the world. Matt holds a BS in Finance and an MBA in Corporate Finance from East Carolina University. He has completed Levels I and II toward the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute. Matt has also completed Level I towards the Chartered Alternative Investment Analyst (CAIA) designation. He is also a graduate of the Harvard Business School's Program for Leadership Development (PLD).
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Chief Technology Officer
Mitchell leads all aspects of product strategy, data, security, and technology for eVestment. Prior to joining eVestment, Mitchell held a variety of senior positions at Equifax in product, mergers and acquisitions, and technology. As Vice President of Technology, Mitchell led a team that developed SaaS solutions for a high-growth, global, business-to-consumer division. Prior to Equifax, Mitchell worked in various managerial and technical roles for the Enterprise Technology practice at Hitachi Consulting and Delta Air Lines. Mitchell holds a BA in Management Science and a certificate in Information Systems from the Georgia Institute of Technology and an MBA from Emory University, where he graduated Beta Gamma Sigma and received the faculty award for Organization and Management.
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Chief Financial Officer
Nicole has responsibility for eVestment’s global financial operations, leads the company’s finance team and sits on eVestment’s executive committee. Prior to joining eVestment, Wu served as CFO–Software Solutions for GE Transportation. In total she spent 15 years at GE, rising from audit manager with GE corporate to CFO at GE Healthcare IT before taking on her leadership role at GE Transportation. With experience in software, technology solutions and global organizations, Nicole brings unique skills to eVestment as the firm continues to grow and expand globally. Wu holds a bachelor of science in business degree from Shanghai Jiao Tong University in Shanghai, China. While at GE, she participated in a variety of GE education courses in global economic issues, management and leadership development, executive communication and financial management and became GE Six Sigma Blackbelt certified.
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Chief Marketing Officer
Kathy leads the marketing efforts for eVestment including media relations, sales enablement, branding, and demand generation. Prior to joining eVestment, Kathy was a senior marketing executive of several high-growth technology providers including SecureWorks (acquired by Dell), Identitech (acquired by eiStream), Boole & Babbage (acquired by BMC) and others. Most recently, Kathy led marketing for SecureWorks – helping to grow the company exponentially. SecureWorks came to be regarded by industry analysts as the leader in managed security services and was frequently featured in the WSJ, USA Today, NY Times, etc. for its insight into evolving security threats during Kathy’s tenure. Having launched 20+ technology products to market, Kathy brings unique skills to ensure that the eVestment solutions are on the short list for consideration. She holds an MBA from Pepperdine University and a BA in English from Indiana University.
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Global Head of Sales
Jerrod directs the sales and business development activities of the organization globally. Before joining eVestment, Jerrod was the Regional Manager of RSA, the Security Division of EMC, a premier global provider of security and compliance technology, where he directed company performance into triple-digit growth during several of his years in leadership. Prior to RSA, Jerrod led the account management and business development efforts for Datalex Transportation Enterprise Software, Siemens Business Services, and TransQuest Business Consulting. Jerrod began his career as a Business Consultant for NCR in Dayton, Ohio, and he holds a Bachelor of Science degree from Purdue University.
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Head of EMEA
Christophe oversees operation of eVestment in Europe, Middle East and Africa. Christophe was the founder and CEO of Fundspire, acquired by eVestment in 2012 and brings a great entrepreneurial spirit and strong leadership to the eVestment organization. The Fundspire product leveraged Christophe's technology expertise to design, build and bring to the market a revolutionary product for hedge fund investors. Before founding Fundspire, Christophe had been working at Accenture in the Custom Solution Architecture Group. He led multi-national teams in designing and implementing large-scale, custom technology solutions for Finance, Insurance and Health Care Fortune 500 companies. Christophe has a Master's of Engineering from Telecom ParisTech (formerly Telecom Paris).
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General Counsel, Head of Corporate Development
Gene leads all of the legal initiatives for the organization and is involved in eVestment Alliance's corporate development. Gene began his career in Atlanta with Andersen Tate & Carr, P.C. It was there that he was introduced to the principal founders of eVestment Alliance and advised eVestment Alliance from its foundation through its growth and expansion. Prior to joining eVestment, Gene was a partner at Andersen, Tate & Carr, P.C. focusing on representing technology, start-up and growth stage companies. Most recently, Gene served as the General Counsel and Vice President of Highwinds, a worldwide content delivery and network services firm based in Florida. Gene, named a Georgia Rising Star by Super Lawyers Magazine and Atlanta Magazine from 2007-2009, holds a JD from the University of Georgia School of Law and a BA in Economics and History from the College of William and Mary.
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