Archan Basu: founder of LifeHarbor (now Vestmark) and former Head of Global Portfolio Construction within The Private Bank at JPMorgan
Andrew Barnes: experienced financial advisor at Bernstein, JPMorgan and Brown Brothers Harriman
William Poulin: former head of product strategy and development at Columbia and Fidelity
Warren Litman: former top quantitate analyst within Bernstein's Wealth Management Group