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Portfolio BI Strategically Expands Its Team

Portfolio BI announces key new hires and appointments as the company extends its leadership and launches into its next chapter of growth.
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June 9, 2021, New York, NY | Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, reporting, and public cloud services and support for the buy-side, has announced several additions to its leadership team. Portfolio BI's newest team members, Shawn Brady and Jude Volcy join the firm to strengthen its growth strategy and support its mission to empower buy-side firms to control their portfolio and operational data via the public cloud.    

"The diversity of skill sets in the growing Portfolio BI leadership team is a direct reflection of the evolving industry landscape and its directive to manage digitization, navigate new regulations and market changes, along with data and analytics while operating under increasing complexity," said Jeremy Siegel, CEO of Portfolio BI.  

New Portfolio BI New Team Members and Appointments:  

  • Jude Volcy is a seasoned veteran and expert in cloud investment management software, analytics, and managed services for asset managers and hedge funds globally. With a successful track record of meeting business goals for alternative and transitional buy-side clients, Jude joins the company to support its growth with his wealth of experience from prior firms Broadridge and HSBC.  
  • Shawn Brady joins Portfolio BI as Senior Head of Relationship Management with over 20 years of experience and a background in hedge funds, asset managers, family offices, funds of funds, and institutional asset management. Shawn's diverse buy-side set includes working at Broadridge Financial Solutions and on the investment side at General Motors.  
  • Chloe Schwartzapfel has moved into the role of Global Head of Sales. As a seasoned business development, sales, and marketing professional, she brings extensive sales experience in financial technology solutions, specifically cloud enterprise data management and automation, firmwide reporting, reconciliation, and data matching that supports Portfolio BI's global growth.  

"As we celebrate the continued growth of Portfolio BI, we are focused on growing a team and leadership that supports the skill sets and future-now vision our clients' demand," said Jeremy Siegel, CEO of Portfolio BI. "We welcome our newest additions and promotions within the Portfolio BI team and look forward to a continued focus on client service, innovation, and industry leadership as we expand globally."

About Portfolio BI

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

We help the buy-side access, organize, and analyze their data; we help firms act on it. With the most configurable solutions on the market, our platforms can be specifically tailored to unique business needs. We offer award-winning managed services specializing in public cloud environments for hedge funds and asset managers. One hundred fifty top-tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI's technology for over 25 years. www.portfoliobi.com  

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