About Portfolio BI

Portfolio BI (PBI) empowers the most sophisticated buy-side firms to take control of their portfolio and operational data. Born from the merger of LUX FTS and NorthPoint, and backed by Credit Suisse Asset Management's NEXT Investors, our customers benefit from our integrated platforms, local technological expertise, and seasoned financial experts.

We don't just help you access, organize, and analyze your data; we help you act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to your unique business needs. 150 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years.

Meet the Team

Our leadership team consists of financial services experts and technology veterans. We are dedicated to supporting our clients along with their strategic roadmap.

Since our entire leadership team is rooted in the financial services industry, we place great emphasis on expanding our vertical-specific expertise.
Jeremy Siegel
Chief Executive Officer
Christopher Bloechle
Chief Technology Officer
Jennifer Lui, CPA, CFA
Chief Administrative Officer
Chloe Schwartzapfel
Managing Director, Sales
Craig FitzPatrick
Managing Director, Sales
Sumit Mahajan, CAIA, FRM
Managing Director, Head of Client Service
Johan Glozman
Managing Director, Head of Product
Pawel Sokolowski
Managing Director, Head of Product Development
Interested in joining our team? View Careers

Our NYC Office

Portfolio BI is a leading provider of data management and technology solutions. Visit our office to see how we can help.

60+
Employees
24/6
Support
150+
Happy Clients