Chloe Schwartzapfel

Global Head of Sales
Chloe Schwartzapfel is leading business development, sales, and marketing at Portfolio BI. Chloe brings extensive sales experience in financial technology solutions, specifically around cloud enterprise data management and automation, firmwide reporting, reconciliation, and data matching.

Chloe’s deep knowledge of the buy-side business and technology needs enables her to take on a proactive consultative approach when solving real business challenges our clients are facing.  Her successful track record and expertise in SaaS-based, front-to-back office technology positions her to take on the role of Managing Director at Portfolio BI.

Chloe joins Portfolio BI from LUX FTS, SaaS data warehousing and reporting solutions, where she led the sales and marketing team.  Before that, she worked at Duco Technologies where she was Vice President of Sales.  Duco provides a SaaS solution for next-gen data matching and reconciliation. Before Duco, Chloe worked at Ullink/NYFIX and TradingScreen.  She has offered thought leadership, strategic advice, insights for market differentiation, and go-to-market strategies using best-in-class tools and processes.

Chloe holds a Bachelor’s degree in Psychology and graduated with the International Honor Society, Psi Chi, from Long Island University – C.W. Post.

Blog Posts

Cannabis Legalization Is on The Rise, Are Cannabis-focused Funds Positioned to Roll or Go Up in Smoke?

A growing number of asset managers are launching cannabis-focused funds. But what are the challenges with this industry?

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Is IBOR The New Gold Standard?

Many fund managers are increasingly embracing IBOR solutions for their daily challenges. IBOR can help improve investment decision-making and increase growth.

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Return To The Office. What Does The Future Investment Management Firm Look Like?

As the vaccine rollout gains momentum, what will this new hybridization work model look like for investment managers?

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