Jennifer Schell, CEO and Founder
As Finliti’s Founder and CEO, I wanted to create an engaging place to learn about finance and investing. I am a passionate wealth management professional with over 15 years of financial experience at six of Canada’s largest financial institutions.
When I first began my career, I was curious about the stock market but I felt intimidated by the information overload and fancy jargon. But, once I committed to building a solid foundation of knowledge and principles, I was able to defeat the fear around investing. Sure— I made my share of mistakes, but it only made me stronger. By overcoming my fears and biases around money, I realized that there was actually a lot of emotion involved in the investment process. This resulted in my 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 my investments, has allowed me to reap the rewards and I believe 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, I’ve gained passion to design, architect and build maintainable and long-lasting software applications. Some of the industries I have been involved in— include fintech, telco and most recently— digital consultancy. I have years of experience in a wide range of full stack technologies across web and mobile applications. If there is one thing I’ve learned, it’s that people and good relationships build quality digital products. This, coupled with the right technology, is the formula for great success. I am a strong supporter of iterative, agile and domain driven design and I have built successful applications influenced by these methodologies. My 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, my career has spanned over 25 years and has involved managing compliance, governance and risk management across various areas within the financial services industry. My 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.
I have 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. My goal is to make sure that Finliti’s community understands how risk can impact their financial objectives to preserve their financial future.
Adam Freeborn, User Experience (UX) Specialist
I understand the challenges companies face in the world of emerging technology. My passion is to inaugurate concepts alongside amazing, creative, technical problem solvers. As a studier of digital innovation and business building, I help clients to re-imagine and capture new digital opportunities as well as strengthen the performance of existing capabilities.
My inspiration comes from technologies that have the power to change lives, as it has for me. Growing up with the evolution of the Internet has given me the vision and drive to understand how powerful and helpful disruptive technology can be in our lives. With a keen eye for usability and design fundamentals, it has allowed me to touch many different areas of how digital products are built from a user experience perspective.
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, I will be providing guidance with quantitative modelling and applications for software trading. Since 1994, I have been focusing on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. I have 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. I am also the founder and managing member of a quantitative investment management firm, QTS Capital Management, LLC.