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The Team

Core Team

Jennifer Schell, CEO and Founder

As Finliti’s Founder and CEO, Jen wanted to create an engaging place to learn about finance and investing. She is a passionate wealth management professional with over 15 years of financial experience at six of Canada’s largest financial institutions.  

When Jen first began her career, she was curious about the stock market but felt intimidated by the information overload and fancy jargon. But, once Jen committed to building a solid foundation of knowledge and principles, she was able to defeat the fear around investing.  Sure— she made her share of mistakes, but it only made her stronger.  By overcoming her fears and biases around money, she realized that there was actually a lot of emotion involved in the investment process. This resulted in Jen’s desire to build an accessible way to invest, where anyone could learn to be successful.  

Learning the rules of the game by understanding risk and its impact on her investments, has allowed Jen to reap the rewards and she believes it can do the same for you. Welcome to Finliti, where you can build your financial future!

Jennifer Schell, CEO and Founder

As Finliti’s Founder and CEO, Jen wanted to create an engaging place to learn about finance and investing. She is a passionate wealth management professional with over 15 years of financial experience at six of Canada’s largest financial institutions.  

When Jen first began her career, she was curious about the stock market but felt intimidated by the information overload and fancy jargon. But, once Jen committed to building a solid foundation of knowledge and principles, she was able to defeat the fear around investing.  Sure— she made her share of mistakes, but it only made her stronger.  By overcoming her fears and biases around money, she realized that there was actually a lot of emotion involved in the investment process. This resulted in Jen’s desire to build an accessible way to invest, where anyone could learn to be successful.  

Learning the rules of the game by understanding risk and its impact on her investments, has allowed Jen to reap the rewards and she believes it can do the same for you. Welcome to Finliti, where you can build your financial future!

Veljko Knezevic, Chief Technology Officer

As Finliti’s Chief Technology Officer, with over 10 years of being in the software industry, Veljko gained passion to design, architect and build maintainable and long-lasting software applications.  Some of the industries he has been involved in— include fintech, telco and most recently— digital consultancy. Veljko has years of experience in a wide range of full stack technologies across web and mobile applications. If there is one thing he has learned, it’s that people and good relationships build quality digital products.  This, coupled with the right technology, is the formula for great success. He is a strong supporter of iterative, agile and domain driven design and has built successful applications influenced by these methodologies. Veljko’s mandate is to secure Finilti’s tech infrastructure so that it can secure your financial future.

Carlos Pinto Lobo, Lead Compliance

As Lead Compliance at Finliti, Carlos’ career has spanned over 25 years and has involved managing compliance, governance and risk management across various areas within the financial services industry. His areas of expertise include overseeing transactions of futures and options, retail compliance, LCM, SOX, credit, operational risk management, anti-money laundering, privacy regulations and successful business solutions.

Carlos has held positions as Director and VP at CIBC, Deutsche Bank AG, Alpha ATS, and BMO InvestorLine Inc., as well as developing regulatory regimes and ground breaking industry initiatives within the financial sector. His goal is to make sure that Finliti’s community understands how risk can impact their financial objectives to preserve their financial future.

Carlos Pinto Lobo, Lead Compliance

As Lead Compliance at Finliti, Carlos’ career has spanned over 25 years and has involved managing compliance, governance and risk management across various areas within the financial services industry. His areas of expertise include overseeing transactions of futures and options, retail compliance, LCM, SOX, credit, operational risk management, anti-money laundering, privacy regulations and successful business solutions.

Carlos has held positions as Director and VP at CIBC, Deutsche Bank AG, Alpha ATS, and BMO InvestorLine Inc., as well as developing regulatory regimes and ground breaking industry initiatives within the financial sector. His goal is to make sure that Finliti’s community understands how risk can impact their financial objectives to preserve their financial future.

Mina Radivojevic, Senior UX/UI Designer

As Senior UX/UI Designer at Finliti, Mina focuses on the discovery and understanding of customer problems and uses UX/UI methodology in the creation of a solution.

With over a decade of experience in the product design and working with cross-functional teams in private and public sectors, she is a champion of universal design principles with a passion for creating the best possible experience and environments for all.

Advisory Team

Dr. Stefano Di Domenico (PhD)

Dr. Di Domenico an Assistant Professor at the University of Toronto Scarborough, where he teaches courses on personality and neuroscience. Dr. Di Domenico has published dozens of scientific papers, advancing the modern understanding of intrinsic motivation, personality traits, and decision making. He serves on Finliti’s advisory board and oversees the development of psychometrically valid tools that help people learn about their own cognitive and emotional biases, biases that can stand in the way of making good investment decisions. His goal is to help Finliti develop an assessment and feedback system that gives people the information they need to make sound investment decisions. 

Dr. Stefano Di Domenico (PhD)

Dr. Di Domenico an Assistant Professor at the University of Toronto Scarborough, where he teaches courses on personality and neuroscience. Dr. Di Domenico has published dozens of scientific papers, advancing the modern understanding of intrinsic motivation, personality traits, and decision making. He serves on Finliti’s advisory board and oversees the development of psychometrically valid tools that help people learn about their own cognitive and emotional biases, biases that can stand in the way of making good investment decisions. His goal is to help Finliti develop an assessment and feedback system that gives people the information they need to make sound investment decisions. 

Dr. Ernest P. Chan (PhD)

As an advisor for Finliti, Dr. Ernest P. chan (PhD) will be providing guidance with quantitative modelling and applications for software trading. Since 1994, he has been focusing on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. He has applied expertise in machine learning at IBM T.J. Watson Research Center’s Human Language Technologies group, at Morgan Stanley’s Data Mining and Artificial Intelligence Group, and at Credit Suisse’s Horizon Trading Group. He is also the founder and managing member of a quantitative investment management firm, QTS Capital Management, LLC.

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