What is your role at Siepe? How did you find out about Siepe? And can you tell us about your background?
I’m the Chief Product Officer at Siepe, responsible for the development of all our client-facing software, internal tools, and data products. My focus is on building world-class software and solutions that drive operational efficiency and enable better investment decisions.
I’ve been in fintech for more than three decades—long before “fintech” was a buzzword. I began my career at DRI McGraw-Hill (a subsidiary of S&P) and spent over twenty years at FactSet, where I ultimately led global product development as the company grew from 150 employees and $50 million in ARR to over 12,000 employees and more than $2 billion in ARR. From there, I joined Addepar as Chief Product Officer, helping scale R&D to over 600 people across the U.S., Scotland, and India, and leading the evolution of the platform from a single-product solution to an open, multi-product ecosystem serving more than $7 trillion in AUM. Addepar was a WestCap portfolio company, and after leaving, I reconnected with WestCap—whose partnership I greatly valued—and was introduced to Siepe, another company in their portfolio. I’m now thrilled to be working with the Siepe team to build the next generation of technology for private and liquid credit managers.
What do you see as the biggest challenges financial services firms face when it comes to technology adoption and product integration
There are two consistent challenges we see: achieving operational efficiency and improving investment decision-making.
Many financial services firms, particularly those focused on investment performance, don’t want to devote resources to the operational backend. Functions like collateral management or middle-office processing are essential but not alpha-generating. Siepe’s role is to shoulder those challenges—through technology-enabled services and software that automate workflows, reduce manual effort, and free teams to focus on performance.
The second challenge is enabling smarter, faster investment decisions. Too often, powerful analytics and portfolio optimization tools go underused because they’re difficult to access or interpret. We’re solving that with natural language interfaces and AI-driven insights that let users query data, surface opportunities, and run optimizations daily rather than weekly. By removing these frictions, we empower teams to focus on what matters most—analyzing markets and deploying capital effectively.
Is there an opportunity that you feel the business leaders in the market are missing out on?
Many leaders underestimate the compounding value of everyday automation. Simple, repeatable efficiencies—like using AI agents or natural language interfaces to access data, run reports, or make portfolio decisions—can transform productivity over time. When you remove friction from daily tasks, teams do them more often and with greater precision, which compounds into better outcomes.
Whether it’s uncovering new sources of alpha or reducing operational drag, the greatest opportunity lies in scaling small, smart efficiencies across the enterprise.
What’s a key difference between Siepe’s Collateral Admin products compared to others in the industry?
A key differentiator is Siepe’s tech-first approach to Collateral Administration—a space that remains highly manual across much of the industry. Traditional providers rely on people to manage complex reconciliations and reporting, which limits scalability and increases risk.
Siepe automates these processes through a modern data and workflow platform, enabling faster, more accurate calculations, richer analytics, and real-time transparency. It’s a model designed to scale with our clients’ growth—without scaling headcount.
How do you measure the success of a product at Siepe – is it adoption, client outcomes, operational efficiency, or something else?
For us, success always comes back to client outcomes—what measurable value are we delivering? Sometimes it’s tangible, like improved returns from portfolio optimization. Other times it’s operational, such as efficiency gains or time savings reflected in adoption metrics and client satisfaction.
We take a data-driven approach to every product from day one, defining success criteria upfront: Why are we building this, and how will we know it worked? It’s both art and science, but the objective is clear—deliver meaningful impact and measure what matters.
With the rise of AI, automation, and data analytics, how do you see these technologies transforming Siepe’s product offerings over the next few years?
AI is fundamentally reshaping how we build and deliver at Siepe. We’re already using it to accelerate software development and operational processes, dramatically increasing both speed and quality—allowing us to bring new solutions to clients faster than ever.
From a product standpoint, AI is a core pillar of our roadmap. We’re using large language models to extract and normalize private company financials from unstructured documents, reducing a process that once took days to just minutes. We’re also developing intelligent agents that let users interact with their data in natural language and automate routine workflows.
Ultimately, AI will remove the need to “learn the software,” unlocking massive productivity gains and empowering our clients to make smarter, faster decisions.
Can you share a recent or upcoming product initiative at Siepe that you’re especially excited about?
While I’m incredibly excited about our AI initiatives, one product I’m particularly proud of is our new Portfolio Optimization tool. It integrates directly with Siepe’s compliance engine to help clients minimize idle cash and maximize BDC investment returns.
Today, this process is highly manual and time-consuming. Our optimizer automates those steps, allowing clients to run daily optimizations that drive efficiency, increase returns, and strengthen portfolio discipline.
Can you share a fun fact?
Outside of work, I’m passionate about fine woodworking. I love designing and building furniture—from intricate wooden boxes to nightstands and drawers for my kids. It’s a craft I picked up from my dad and have carried on over the years.
