Our Team
Our Team
Our Team
Our Team
Our Team
Our Team
Our Team
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager.
A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team.
He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager.
A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team.
He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager.
A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team.
He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager.
A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team.
He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer.
Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos.
He currently lives in San Francisco, California.
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer.
Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos.
He currently lives in San Francisco, California.
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer.
Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos.
He currently lives in San Francisco, California.
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer.
Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos.
He currently lives in San Francisco, California.
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers.
If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers.
If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers.
If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers.
If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles.
Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles.
Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles.
Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles.
Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible.
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible.
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible.
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible.
Erica believes the best way to support customers is through improving the product, streamlining operations, and empowering the teams who support them. As such, she's hyper-focused on identifying opportunities for improvement and taking action.Erica excels at motivating teams and driving success across departments. At Allio, she will head the Client Services department, design a stellar support experience for our clients, and build the internal infrastructure needed to collect and leverage feedback to improve the Allio product.In her free time, Erica loves making elaborate Halloween costumes, playing fantasy football, and tending to her bioactive terrariums full of tropical plants and fascinating critters like Rubber Ducky Isopods.
Erica believes the best way to support customers is through improving the product, streamlining operations, and empowering the teams who support them. As such, she's hyper-focused on identifying opportunities for improvement and taking action.Erica excels at motivating teams and driving success across departments. At Allio, she will head the Client Services department, design a stellar support experience for our clients, and build the internal infrastructure needed to collect and leverage feedback to improve the Allio product.In her free time, Erica loves making elaborate Halloween costumes, playing fantasy football, and tending to her bioactive terrariums full of tropical plants and fascinating critters like Rubber Ducky Isopods.
Erica believes the best way to support customers is through improving the product, streamlining operations, and empowering the teams who support them. As such, she's hyper-focused on identifying opportunities for improvement and taking action.Erica excels at motivating teams and driving success across departments. At Allio, she will head the Client Services department, design a stellar support experience for our clients, and build the internal infrastructure needed to collect and leverage feedback to improve the Allio product.In her free time, Erica loves making elaborate Halloween costumes, playing fantasy football, and tending to her bioactive terrariums full of tropical plants and fascinating critters like Rubber Ducky Isopods.
Erica believes the best way to support customers is through improving the product, streamlining operations, and empowering the teams who support them. As such, she's hyper-focused on identifying opportunities for improvement and taking action.Erica excels at motivating teams and driving success across departments. At Allio, she will head the Client Services department, design a stellar support experience for our clients, and build the internal infrastructure needed to collect and leverage feedback to improve the Allio product.In her free time, Erica loves making elaborate Halloween costumes, playing fantasy football, and tending to her bioactive terrariums full of tropical plants and fascinating critters like Rubber Ducky Isopods.
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors.
He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency.
Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors.
He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency.
Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors.
He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency.
Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors.
He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency.
Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role.
When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature.
On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role.
When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature.
On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role.
When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature.
On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role.
When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature.
On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Shiley is an accomplished business operations leader with a passion for developing practical business solutions that drive growth. Over his 15 years of experience in consulting and technology services, Shiley has enjoyed building a portfolio of highly accomplished teams that produce amazing results. He has a passion for understanding the way things work and his formal education in Physiology from the University of Colorado and an MBA from the University of Denver are evidence of such.
Shiley is a rare, but proud, Colorado-native raising his Colorado-native family with his Colorado-native wife to appreciate the way things used to be when they were kids.
Shiley is an accomplished business operations leader with a passion for developing practical business solutions that drive growth. Over his 15 years of experience in consulting and technology services, Shiley has enjoyed building a portfolio of highly accomplished teams that produce amazing results. He has a passion for understanding the way things work and his formal education in Physiology from the University of Colorado and an MBA from the University of Denver are evidence of such.
Shiley is a rare, but proud, Colorado-native raising his Colorado-native family with his Colorado-native wife to appreciate the way things used to be when they were kids.
Shiley is an accomplished business operations leader with a passion for developing practical business solutions that drive growth. Over his 15 years of experience in consulting and technology services, Shiley has enjoyed building a portfolio of highly accomplished teams that produce amazing results. He has a passion for understanding the way things work and his formal education in Physiology from the University of Colorado and an MBA from the University of Denver are evidence of such.
Shiley is a rare, but proud, Colorado-native raising his Colorado-native family with his Colorado-native wife to appreciate the way things used to be when they were kids.
Shiley is an accomplished business operations leader with a passion for developing practical business solutions that drive growth. Over his 15 years of experience in consulting and technology services, Shiley has enjoyed building a portfolio of highly accomplished teams that produce amazing results. He has a passion for understanding the way things work and his formal education in Physiology from the University of Colorado and an MBA from the University of Denver are evidence of such.
Shiley is a rare, but proud, Colorado-native raising his Colorado-native family with his Colorado-native wife to appreciate the way things used to be when they were kids.
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading. Over the course of his career, he has traded everything from mutual funds to alternative investments to bonds, but his primary emphasis has been on equities, ETFs, and options. Tyler is a CFA charter holder and a Certified Anti Money-Laundering Specialist, in addition to holding FINRA Series 7, 9, 10, 52, 57, and 66 licenses. He is driven by a passion for markets, a duty to advance the education of market participants, and a desire to see others feel in control of their financial future.
When he is not trading you can find him playing drums or guitar, fly fishing along one of Colorado’s many great rivers, at the gym, or building LEGOs in the basement.
Tyler joined Allio because he loves the idea of having a professional portfolio manager in your pocket. Allio takes the complexity out of investing and makes it very approachable for all. Additionally, he loves the educational content that comes with the product. Informed investors are good investors and he am proud to be part of an organization that champions spreading knowledge to all.
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading. Over the course of his career, he has traded everything from mutual funds to alternative investments to bonds, but his primary emphasis has been on equities, ETFs, and options. Tyler is a CFA charter holder and a Certified Anti Money-Laundering Specialist, in addition to holding FINRA Series 7, 9, 10, 52, 57, and 66 licenses. He is driven by a passion for markets, a duty to advance the education of market participants, and a desire to see others feel in control of their financial future.
When he is not trading you can find him playing drums or guitar, fly fishing along one of Colorado’s many great rivers, at the gym, or building LEGOs in the basement.
Tyler joined Allio because he loves the idea of having a professional portfolio manager in your pocket. Allio takes the complexity out of investing and makes it very approachable for all. Additionally, he loves the educational content that comes with the product. Informed investors are good investors and he am proud to be part of an organization that champions spreading knowledge to all.
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading. Over the course of his career, he has traded everything from mutual funds to alternative investments to bonds, but his primary emphasis has been on equities, ETFs, and options. Tyler is a CFA charter holder and a Certified Anti Money-Laundering Specialist, in addition to holding FINRA Series 7, 9, 10, 52, 57, and 66 licenses. He is driven by a passion for markets, a duty to advance the education of market participants, and a desire to see others feel in control of their financial future.
When he is not trading you can find him playing drums or guitar, fly fishing along one of Colorado’s many great rivers, at the gym, or building LEGOs in the basement.
Tyler joined Allio because he loves the idea of having a professional portfolio manager in your pocket. Allio takes the complexity out of investing and makes it very approachable for all. Additionally, he loves the educational content that comes with the product. Informed investors are good investors and he am proud to be part of an organization that champions spreading knowledge to all.
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading. Over the course of his career, he has traded everything from mutual funds to alternative investments to bonds, but his primary emphasis has been on equities, ETFs, and options. Tyler is a CFA charter holder and a Certified Anti Money-Laundering Specialist, in addition to holding FINRA Series 7, 9, 10, 52, 57, and 66 licenses. He is driven by a passion for markets, a duty to advance the education of market participants, and a desire to see others feel in control of their financial future.
When he is not trading you can find him playing drums or guitar, fly fishing along one of Colorado’s many great rivers, at the gym, or building LEGOs in the basement.
Tyler joined Allio because he loves the idea of having a professional portfolio manager in your pocket. Allio takes the complexity out of investing and makes it very approachable for all. Additionally, he loves the educational content that comes with the product. Informed investors are good investors and he am proud to be part of an organization that champions spreading knowledge to all.
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager.
A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team.
He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer.
Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos.
He currently lives in San Francisco, California.
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers.
If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles.
Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible.
Erica believes the best way to support customers is through improving the product, streamlining operations, and empowering the teams who support them. As such, she's hyper-focused on identifying opportunities for improvement and taking action.Erica excels at motivating teams and driving success across departments. At Allio, she will head the Client Services department, design a stellar support experience for our clients, and build the internal infrastructure needed to collect and leverage feedback to improve the Allio product.In her free time, Erica loves making elaborate Halloween costumes, playing fantasy football, and tending to her bioactive terrariums full of tropical plants and fascinating critters like Rubber Ducky Isopods.
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors.
He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency.
Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role.
When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature.
On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Shiley is an accomplished business operations leader with a passion for developing practical business solutions that drive growth. Over his 15 years of experience in consulting and technology services, Shiley has enjoyed building a portfolio of highly accomplished teams that produce amazing results. He has a passion for understanding the way things work and his formal education in Physiology from the University of Colorado and an MBA from the University of Denver are evidence of such.
Shiley is a rare, but proud, Colorado-native raising his Colorado-native family with his Colorado-native wife to appreciate the way things used to be when they were kids.
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading. Over the course of his career, he has traded everything from mutual funds to alternative investments to bonds, but his primary emphasis has been on equities, ETFs, and options. Tyler is a CFA charter holder and a Certified Anti Money-Laundering Specialist, in addition to holding FINRA Series 7, 9, 10, 52, 57, and 66 licenses. He is driven by a passion for markets, a duty to advance the education of market participants, and a desire to see others feel in control of their financial future.
When he is not trading you can find him playing drums or guitar, fly fishing along one of Colorado’s many great rivers, at the gym, or building LEGOs in the basement.
Tyler joined Allio because he loves the idea of having a professional portfolio manager in your pocket. Allio takes the complexity out of investing and makes it very approachable for all. Additionally, he loves the educational content that comes with the product. Informed investors are good investors and he am proud to be part of an organization that champions spreading knowledge to all.
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or sell securities, tax, legal, financial, investment, or other advice. The investments and services offered by us may not be suitable for all investors. If you have any doubts as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
What We Do
What We Say
Who We Are
The information furnished on this website is for informational purposes only. The information does not and should not be considered to constitute an offer to buy or
sell securities, tax, legal, financial, investment, or other advice The investments and services offered by us may not be suitable for all investors. If you have any doubts
as to the merits of an investment, you should seek advice from an independent financial advisor.
