QUODD – Meet the Team

Meet the Team.

QUODD is a NewSpring Holdings platform company, the industry’s leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience. QUODD plays leading roles in wealth management, fintech, financial advisory, data management, broker-dealer and corporate finance.

Leadership

Bob Ward

CHIEF EXECUTIVE OFFICER

Bob is a financial services executive with over 25 years of experience in leadership positions across the financial technology space. Before joining Financeware as CEO, Bob was the CRO for VMS. Prior to VMS, he was COO of the SunGard (now FIS) Wealth Management business. Bob has served as Board Member for Envestnet Retirement Solutions, Wealthcare Capital Management, Merriman Holdings, and FinaConnect. He currently serves as an advisor to Jiffy.ai and Saxon Securities. Bob received a BA degree from Colby College and earned his MBA with distinction from Bentley University.

David Kirk

CHIEF TECHNOLOGY OFFICER

David has 20 years of experience leading development efforts across a wide range of companies from start-ups to Fortune 500 firms. His experience covers web, mobile, cloud transformation, and advanced market data applications. His previous companies include Avanade, IBM, and Tradestation Technologies, and David was most recently a founding partner at Zeal, a technology consulting company focused on cloud-native solutions to Fortune 100 firms. David’s experience and leadership in digital transformation will be instrumental to QUODD and its clients as we build upon our existing platforms and deliver new innovative products to fuel market intelligence.

Marguerite Peters

CHIEF OPERATING OFFICER

Marguerite is responsible for overseeing operations and technology across all data products. Marguerite has more than 25 years of experience in the financial services industry, specifically in brokerage, retirement and trust operations, as well as client delivery of services and software. Prior to joining VMS, Marguerite held executive leadership positions at Backstop Solutions Group and SunGard.

Max Broedlow

CHIEF FINANCIAL OFFICER

Max has over 20 years of experience as a CFO in both small and large software and services companies in the healthcare and financial services sectors. Before joining QUODD, Max held CFO roles at private equity/venture-backed companies, including Chowly, Q-Centrix, and Strata Decision Technology. He was formerly the division CFO of SunGard Financial Systems. Additionally, he has served as a fractional CFO for multiple other companies in recent years. Max started his career at KPMG as an auditor, working with various clients, including technology and software companies. He holds a BS in Accounting from Illinois State University and an MBA from the Kellogg School of Management at Northwestern University.

Justin Van Til

SENIOR VICE PRESIDENT, PRODUCT & STRATEGY

Justin provides 25 years of experience leading new product innovation initiatives at the nexus of financial technology and wealth management servicing. Prior to joining QUODD in 2017, Justin has led strategic partnerships for platforms servicing the institutional asset management, investment advisory, and retail segments. As a prior leader at Smartleaf, New Frontier Advisors, Dalbar and an advisor to trading solutions for commodities and portfolio management, Justin brings that expertise to provide QUODD’s clients and partners solutions that are the highest value and on a path to digital transformation. Justin earned a BA in Economics from Colby College (1995) and an MBA in Entrepreneurship from Babson College (2004).

Rohtas Handa

SENIOR VICE PRESIDENT, SALES

Rohtas has 20+ years of sales and sales management experience selling financial analytics, financial data and investment products working for firms like MSCI BARRA, FTSE Russell, and Concordia, a multi-strategy Hedge Fund. Prior to joining QUODD, Rohtas was Head of Institutional Sales at MPI, a FinTech analytics firm focused on helping Asset Management firms with distribution, and the Advisor and Wealth Management community with selection of investment products. Rohtas has worked with a wide range of client segments throughout his career covering Asset Managers, Hedge Funds, ETF Managers, Asset Owners and Advisors. During his career he has been instrumental in helping achieve top-line growth by implementing a focused and efficient sales plans.

Angie Abernathy

SENIOR VICE PRESIDENT, SOLUTIONS

With 25 Years of industry experience, Angie brings a wealth of knowledge in the Financial Data Services space. Before founding QUODD in 1999, she was on the Institutional Client Service Team at Montgomery Asset Management in San Francisco, working specifically with institutional clients, investment management consultants and prospects across all investment disciplines. At QUODD, Angie’s responsibilities include acting as chief liaison between the development team and QUODD’s clients and partners, managing all vendor relationships and exchange relations, works with sales team on all opportunities and client implementations as well as training and overseeing QUODD’s customer support staff.

Gary Grochmal

SENIOR VICE PRESIDENT, HEAD OF CLIENT SUCCESS

Gary has more than 15 years of experience in the market data industry and has had many roles at QUODD, starting in finance, and moving through technology, and operations. Today Gary is the Senior Vice President of Customer Success at QUODD. Prior to joining QUODD Gary worked in both public and private accounting for several years. Gary received his BS from Villanova University.

Board of Directors

Jim Ashton

GENERAL PARTNER, NEWSPRING HOLDINGS

Previously, Jim was a Division CEO for SunGard’s Financial Systems division, a $2.5 billion business with 13,000 employees worldwide. During his tenure, the division grew top line 40%, from $2.0 billion to $2.8 billion and EBITDA 43%, from $400 million to $700 million. While at SunGard, Jim also led software and service businesses and in the areas of Wealth Management, Insurance, Corporate Treasury, Trading, Risk Management, Brokerage and Consulting Services. He also sponsored and integrated approximately 40 key acquisitions and played a key role in SunGard’s 2005 $11.5 billion leveraged buyout with a consortium of private equity firms including TPG, SilverLake, KKR and Bain. Prior to SunGard, Jim held senior management positions at Premier Solutions Inc., a Safeguard Scientifics technology company that was acquired by SunGard in 1997. He began his career at EDS in Dallas where he held various technical, sales, and managerial positions during a span of 10 years. Jim is currently on the Board of Directors of Wealthcare Capital Management and Magna5.

Bob Greifeld

BOARD MEMBER

Bob is a Co-founder and Managing Partner of Cornerstone Financial Technology Management LLC. He previously served as Chairman of Virtu Financial, Inc and Chairman of the Board of Directors of The Nasdaq Stock Market LLC (“Nasdaq”) until May 10, 2017 and as Chief Executive Officer of Nasdaq from 2003 to 2016. During his tenure, Mr. Greifeld led Nasdaq through a series of complex, innovative acquisitions that extended the company’s footprint from a single U.S. equity exchange to a global exchange and technology solutions provider, nearly quadrupling revenue, growing annual operating profits by more than 24 times and achieving a market value of over $11 billion. Mr. Greifeld is a member of the NYU Stern Board of Overseers. He is Founder and Chairman of the USA Track & Field Foundation, which supports emerging athletes and inner-city youth athletics. Mr. Greifeld holds a Masters in Business from New York University, Stern School of Business, and a B.A. in English from Iona College.

Anna Ewing

BOARD MEMBER

Anna is a board member of NEX Group plc, a financial technology company based in London. Most recently, Anna worked for Nasdaq which she joined in 2000 and spent 15 years with the company. Anna held several senior executive roles including Chief Information Officer where she was responsible for the strategic planning, delivery and operational support for all Nasdaq technology systems and infrastructure. She also established the Global Technology Solutions division, a dedicated technology and software business unit providing market technology and corporate intelligence solutions to the capital markets. Prior to Nasdaq, Anna worked for CIBC World Markets and also spent 15 years at Merrill Lynch in a variety of technology and operations leadership roles. Anna studied Economics at Toronto’s York University and gained an MBA from the Schulich School of Business, York University.

Lee Garber

PARTNER, NEWSPRING HOLDINGS

Lee is an investor with an operationally focused audit and principal investment experience. Lee’s experience includes evaluating, managing and assisting of lower middle-market businesses and helping to conceptualize, implement and manage value creation initiatives at an operational level. Before joining NewSpring, Lee was a Summer Associate with OMERS Private Equity, the direct private equity group of the Ontario Municipal Employee Retirement System, a $50+ billion Canadian pension fund, focused on middle market leveraged buyouts. Prior, Lee was a Senior Analyst with Versa Capital Management, a distressed and special situations private equity fund, where he worked on acquisitions and portfolio company operations across a variety of industries. Prior to Versa, Lee was with Ernst & Young LLP’s Assurance and Advisory Business Services practice working in industries including insurance (life), gaming, government contracting and benefit plans. Lee received his MBA from New York University’s Stern School of Business with specializations in Finance and Entrepreneurship & Innovation and received his BSBA from the Olin School of Business at Washington University in St. Louis with majors in Finance and Accounting. He is also a Certified Public Accountant (inactive). Lee currently serves on the Board of Directors of Magna5 and USPack Logistics.