“A dream you dream alone is only a dream.
A dream you dream together is a reality.”
“A dream you dream alone is only a dream.
A dream you dream together is a reality.”
John Lennon
“A dream you dream alone is only a dream.
A dream you dream together is a reality.”
John Lennon
Allio's team has been assembled bringing together the best minds in finance, product, design, and operations to bring our clients the best finance experience ever.
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.
Originally from Argentina, Ricky now lives in beautiful Provo, Utah with his wife and kids. He brings 15+ years of experience in Analytics and Operations with a focus on building teams, systems, and processes to grow startups such as CEP, Jive, and LoanPro. Ricky has also led teams for recognized brands like LogMeIn (LastPass, GotoMeeting, Goto). He has a double Master’s degree in Management Information Systems and CS, and many BI, Data, and Systems certifications, but the one he's most proud of is his designation as a National Steak Certified Judge.
When Ricky's not building dashboards and reports, he's probably trying a new local restaurant with his wife, watching a Utah Jazz game with his kids, reading a book, in the pit at a punk show with friends, or smoking a brisket.
Originally from Argentina, Ricky now lives in beautiful Provo, Utah with his wife and kids. He brings 15+ years of experience in Analytics and Operations with a focus on building teams, systems, and processes to grow startups such as CEP, Jive, and LoanPro. Ricky has also led teams for recognized brands like LogMeIn (LastPass, GotoMeeting, Goto). He has a double Master’s degree in Management Information Systems and CS, and many BI, Data, and Systems certifications, but the one he's most proud of is his designation as a National Steak Certified Judge.
When Ricky's not building dashboards and reports, he's probably trying a new local restaurant with his wife, watching a Utah Jazz game with his kids, reading a book, in the pit at a punk show with friends, or smoking a brisket.
Originally from Argentina, Ricky now lives in beautiful Provo, Utah with his wife and kids. He brings 15+ years of experience in Analytics and Operations with a focus on building teams, systems, and processes to grow startups such as CEP, Jive, and LoanPro. Ricky has also led teams for recognized brands like LogMeIn (LastPass, GotoMeeting, Goto). He has a double Master’s degree in Management Information Systems and CS, and many BI, Data, and Systems certifications, but the one he's most proud of is his designation as a National Steak Certified Judge.
When Ricky's not building dashboards and reports, he's probably trying a new local restaurant with his wife, watching a Utah Jazz game with his kids, reading a book, in the pit at a punk show with friends, or smoking a brisket.
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.
Daniel is, first and foremost, an artist. With an MFA from the University of Southern California's prestigious School of Cinematic Arts, he has dedicated both his personal and professional life to producing meaningful, innovative content. He applies this passion for art and design across the Creative Marketing landscape, having worked within Creative Strategy, Content Creation, and Art Direction with powerful brands including Meta, Lyft, and Live Nation Entertainment. His free time is spent drawing, painting, and having full conversations with his dog.
Daniel is, first and foremost, an artist. With an MFA from the University of Southern California's prestigious School of Cinematic Arts, he has dedicated both his personal and professional life to producing meaningful, innovative content. He applies this passion for art and design across the Creative Marketing landscape, having worked within Creative Strategy, Content Creation, and Art Direction with powerful brands including Meta, Lyft, and Live Nation Entertainment. His free time is spent drawing, painting, and having full conversations with his dog.
Daniel is, first and foremost, an artist. With an MFA from the University of Southern California's prestigious School of Cinematic Arts, he has dedicated both his personal and professional life to producing meaningful, innovative content. He applies this passion for art and design across the Creative Marketing landscape, having worked within Creative Strategy, Content Creation, and Art Direction with powerful brands including Meta, Lyft, and Live Nation Entertainment. His free time is spent drawing, painting, and having full conversations with his dog.
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.
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.
Jonathon is a full stack engineer with over ten years of experience across a broad range of industries (health, finance and sports science). Prior to joining Allio, Jonathon worked on modernizing clinical programs, replacing traditional methods with modern efficient software. Jon enjoys learning new technologies and libraries, really likes coffee, and can beat anyone down a mountain (pick a way).
He currently resides near Sacramento, California with his wife and 3 kids.
Jonathon is a full stack engineer with over ten years of experience across a broad range of industries (health, finance and sports science). Prior to joining Allio, Jonathon worked on modernizing clinical programs, replacing traditional methods with modern efficient software. Jon enjoys learning new technologies and libraries, really likes coffee, and can beat anyone down a mountain (pick a way).
He currently resides near Sacramento, California with his wife and 3 kids.
Jonathon is a full stack engineer with over ten years of experience across a broad range of industries (health, finance and sports science). Prior to joining Allio, Jonathon worked on modernizing clinical programs, replacing traditional methods with modern efficient software. Jon enjoys learning new technologies and libraries, really likes coffee, and can beat anyone down a mountain (pick a way).
He currently resides near Sacramento, California with his wife and 3 kids.
Jacob comes to us from Titan, where he was a software engineer on the content and retirement funding team. He brings over 6 years of financial technology development experience to the Allio team. Jacob loves the challenge of helping a startup to find market fit and financial success.
Jacob comes to us from Titan, where he was a software engineer on the content and retirement funding team. He brings over 6 years of financial technology development experience to the Allio team. Jacob loves the challenge of helping a startup to find market fit and financial success.
Jacob comes to us from Titan, where he was a software engineer on the content and retirement funding team. He brings over 6 years of financial technology development experience to the Allio team. Jacob loves the challenge of helping a startup to find market fit and financial success.
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.
Our team has been formed at the following companies & universities
