I started my career helping a FinTech start-up grow to an industry leader servicing over 800 of the world's most sophisticated institutional investors with $30 trillion in total assets under management. I then joined the Family Office of technology entrepreneur Michael J. Sikorsky. Our latest operating company, Copia, is a financial intelligence platform that uses modern design and machine learning to put your Assets Under Intelligence™. Our clients are Ultra-High-Net-Worth Individuals, Family Offices, and Investors with complex portfolios. The Copia team has created global #1 applications, built Deloitte Fast 500 companies, won National Entrepreneur of the Year awards, launched successfu