Who we are
About Portfolio BI
Portfolio BI’s flagship products and services—PBI Axiom, PBI Vector, and PBI Stratus— enable alternative asset managers to address their data challenges in analytics, workflow, governance, and security.
Our Impact
Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, & award-winning, off-the-shelf solutions.
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, seasoned financial experts, & award-winning, off-the-shelf solutions.
Our Expertise
For 20+ years, PBI has solved specific client data challenges for over 175 top-tier hedge funds, asset managers, funds of funds, and institutional investors.
Who We Are
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
Jonathan White is the Chief Executive Officer at Portfolio BI, bringing over 25 years of global experience helping alternative asset managers transform operating models, governance, and technology strategies. He leads the firm in delivering best-in-class data workflow, analytics, and cloud solutions that provide buy-side firms with a competitive edge. Jonathan is known for his consultative, solution-oriented approach and his commitment to client success.
Chris Seidita
Chris Seidita is the Chief Financial Officer at Portfolio BI. He has been with the company since its founding in 2020, following the merger of LUX and North Point, and oversees finance, operations, human resources, and legal functions. Chris is motivated by success, fulfillment, and a deep personal connection to Portfolio BI’s mission. As Portfolio BI continues to expand, Chris remains committed to combining financial discipline with strategic innovation.
Sumit Mahajan
Sumit Mahajan is the Chief Product Officer at Portfolio BI, where he leads product strategy and engineering to deliver scalable, customer-centric solutions for alternative asset managers. With more than 20 years of experience in financial services and enterprise technology, he combines technical expertise with strategic insight to drive innovation. Sumit is a Chartered Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM).
Paul Goduco
Paul Goduco is the Chief Technology Officer at Portfolio BI. He has over 15 years of experience across multiple verticals, specializing in managed services, cloud solutions, and cybersecurity. He leads engineering teams to optimize service delivery and implement automation and security strategies that drive efficiency, compliance, and business performance.
Ewelina Obrzut
Ewelina Obrzut is a Managing Director and Global Head of Managed Services at Portfolio BI, with more than 15 years of experience leading large-scale technology and professional services programs across financial services and cloud computing. She specializes in driving client success through strategic delivery, cross-functional leadership, and innovative managed services solutions.
Tatjana Nikolic
Tatjana is the Global Head of Managed Services at Portfolio BI, where she leads service delivery strategy with a focus on operational excellence, automation, and customer success. With more than 20 years of experience in IT services, project management, and global operations, she has built a track record of transforming managed services organizations and delivering measurable outcomes for clients worldwide.
Chris Cattermole
Chris Cattermole is a Commercial Director at Portfolio BI, where he leads business development and client engagement across the EMEA region. With nearly three decades of experience in financial technology and regulatory compliance, he helps buy-side firms streamline data workflows, strengthen analytics, and enhance security. Drawing on a multicultural background shaped in Luxembourg and fluency in English, French, and German, Chris focuses on building trusted client relationships that drive measurable and lasting impact.
Michael Dittenhoefer
Michael Dittenhoefer a Commercial Director at Portfolio BI, where he helps investment managers streamline operations and unlock the value of technology and data solutions. With more than two decades of experience in financial services, he brings deep expertise in fund administration, workflow efficiency, and SaaS platforms, paired with a strong understanding of how technology drives client success.
Dana Perretti
Dana Perretti is the Global Head of Human Resources at Portfolio BI, where she oversees a broad range of HR functions, including talent acquisition, employee development, organizational design, and global workforce strategy. With a strong background in driving people-centric initiatives, Dana is passionate about creating an inclusive culture that fosters growth and innovation across the company’s diverse teams.
Aleksandar Vulovic
Aleksandar Vulović is the Chief Information Security Officer at Portfolio BI, where he leads global information security strategy, incident response, cybersecurity architecture, and governance, risk, and compliance programs. His leadership ensures operational resilience, regulatory readiness, and trusted protection of sensitive financial data for investment managers and asset owners.
Michael Spurr
Michael Spurr is the Global Head of Implementation at Portfolio BI. He leads Axiom and Vector implementations, partnering with our clients to ensure successful outcomes in new projects and additional workflows for existing clients. Michael has over 30 years of experience partnering with clients within both the buy side and sell side sectors, across the full range of asset classes.
Vesna Varga
Vesna Varga is the Head of Product Development at Portfolio BI. Vesna brings extensive experience in Private Equity software and a proven track record in project management. With a focus on aligning technology initiatives with strategic business goals, Vesna is committed to delivering excellence in leadership, execution, and long-term value creation for stakeholders.
Mubin Mirkar
Mubin Mirkar is Head of Consulting at Portfolio BI, where he leads cross-functional teams to deliver complex digital transformation initiatives and custom fintech solutions. With more than 20 years of experience in technology, consulting, and financial services, he combines leadership expertise with deep technical knowledge in software engineering, enterprise architecture, and emerging technologies.
Anthony Ostler
Anthony Ostler is the Head of AI Development at Portfolio BI. He oversees the development of new product capabilities, research initiatives, and AI-driven tools. His work spans the creation of solutions such as PBI Insights, the design of data integrations tailored for AI platforms, and the development of internal tools that leverage the latest advancements in large language models and machine learning. Anthony has more than 15 years of experience in financial technology.