About us

We don’t just help you access, organize, & analyze your data; we help you act on it.

Our Impact

PBI enables the most sophisticated buy-side firms to take control of their portfolio and operational data.

Our Mission

Our mission is to empower Investment Managers to deliver performance securely through leading data analytics and infrastructure advisory.

Our Products

Our clients benefit from our integrated platforms, local technological expertise, and seasoned financial experts, and off-the-shelf solutions. 

We don’t just help you access, organize, and analyze your data; we help you act on it. 

 Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years.

The Leadership Team

Our leadership team consists of financial services experts and technology veterans. We are dedicated to supporting our clients and their strategic roadmaps. Since our entire leadership team is rooted in the financial services industry, we place great emphasis on expanding our vertical-specific expertise.

Jonathan White

Chief Executive Officer

Chris Seidita

Chief Financial Officer

Sumit Mahajan

Chief Product Officer

William Ercolano

Chief Technology Officer

Ewelina Obrzut

Global Head of Cloud Professional Services

Tatjana Nikolic

Global Head of Managed Services

James Greenway

Business Development Director

Interested in Joining the Team?

Get In Touch

Hello@Portfoliobi.com

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