OUR MANAGEMENT TEAM.
Every key player at InfoGrate is from the ultra-high-net-worth marketplace, which makes us technological and operational experts in such a narrow, niche marketplace. Our history and level of service means we’re thoughtful, flexible, fast, focused, cost-conscious, results-oriented.
Dr. Neild’s extensive deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. She has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.
In addition to her work at InfoGrate, Dr. Neild has worked with boutique application service providers. As the CTO and COO of Private Client Resources, she built the technology and the team to implement, operate and service the aggregation, reconciliation and reporting platform. Under her oversight, PCR grew from a family wealth management prototype into a fully operational reporting system that tracked more than $6 billion in assets for over 300 families. While serving as the CTO and Managing Director of EnvestNet Asset Management, Dr. Neild built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, EnvestNet went public in the fall of 2010.
Dr. Neild’s exceptional technical skills in distributed data integration and real-time data management result from 25 years of academic and professional applied research. Dr. Neild began her career as an applied scientist for the National Security Agency, which awarded her the prestigious National Physical Sciences Consortium Award to fund her research in heterogeneous database integration. She earned a PhD in computer engineering from Northwestern University and a Bachelor’s degree in mathematics and computer sciences from Emory University.
Girish Bhagia has over 18 years of experience in Financial Technology. He has successfully executed complex development and maintenance projects using various financial products and Microsoft technology for financial companies in the US market.
His key areas of expertise are Technical Excellence and Domain Knowledge in Financial Technology, Leadership, Team building, Business Development, Project Management & Delivery, Managing End-to-End Business Operations and Process Innovation.
He comes with subject matter expertise in financial application and database design with entire project development life cycle, diagnosis and solving application problems for our clients. He specializes in implementing the latest web technologies to enable clients to achieve their mission goals, maintain costs and deliver solutions to their customers. His focus is on integrating complex information systems using cutting edge technology in eFinance applications.
Girish Bhagia leads the technology team that specializes in the use of latest web technologies to create customizable eFinancial Solutions. He with his team provide high quality, innovative, customized technology solutions for large and small wealth management companies and family offices.
Girish earned Master of Science degree in Information Management Systems from Loyola University, Chicago and Bachelor of Electrical Engineering Degree from Pune University.
Jack is in his third decade of experience in the financial technology industry. His areas of expertise include software assessment and implementation, performance measurement, client reporting, compliance reporting, pipelines, and data analytics for internal uses.
Before his time at Infograte, Jack spent 25 years at Hall Capital, and was instrumental in the growth the company’s operational technology systems. He began his journey at Hall as their 7th employee, starting in the Reporting Department and working with investment policies, asset allocation, performance reporting, and execution of estate planning, as well as onboarding new clients.
Jack then joined the Development team at Hall, and was responsible for the strategic application of technology to solve operational challenges, particularly as the company grew. Jack managed the development and implementation of internal, custom ad hoc software applications where no off the shelf options existed, as well as deployed a company-wide intranet that integrated multiple software applications as well as custom database objects, as well as a user-friendly UI. He was also an integral part of creating a Help Desk for Hall to address employee tech issues as well as drive the development queue.
In 2015, Jack was named Co-Chair of the initial Donor Advised Hall Capital Charitable Fund, and was responsible for working with the San Francisco Foundation to establish areas of giving and due diligence of potential grant organizations. He coordinated the first $250k of grants for a single fund that has now granted over $1mm.
Jack graduated from Santa Clara University in 1994 with a degree in finance and French and with a concentration in international business. He lives with his lovely wife Savannah, their two children Jackson and McCovey (with a third on the way!) and their adorable dogs Yukon Jane and Ozzy.
Shawn Tluczek joined InfoGrate soon after the company was founded and will celebrate 20 years with the company in August 2019.
Shawn brings a diverse background to the company – after graduating from Indiana State University with a degree in Marketing and Advertising she worked in retail as a manager for Minnesota Fabrics/Hancock Textiles. This position only reinforced her love of crafting and provided endless boxes of fabrics and craft supplies that still exist today.
After leaving the retail field, Shawn went to work in Chicago and has held administrative positions with Merrill Lynch Money Markets, Duracell USA and First Chicago Capital Markets and was the Marketing Manager for a small manufacturing company located in Northwest Indiana.
With InfoGrate, Shawn uses her past experiences and oversees the day-to-day office operations of the company, including issues related to Accounts Payable/Receivable, Human Resources, Payroll and any other activities that require her attention to detail.
Shawn is a native of Northwest Indiana but looks forward to the day when she and her husband can move to an area where it is warm year-round with no snow. In her free time Shawn enjoys reading, crocheting, baking and cruise vacations with her husband.
Xandra has been in the financial services industry for over 30 years. She has served many different functions at various types of financial institutions. Her focus has included administration, operations, compliance, and management.
Previously she worked at a multi-family office that served 100 families with $6B of investable assets. Here she developed and measured firm strategy, policies, and procedures. She provided oversight and guidance across all departments to ensure the client and employee experience was enhanced while finding efficiencies and addressing growth. It was in this role that she worked with InfoGrate as a client to develop processes and systems around the firm’s CRM.
Currently she applies all this experience to help firms meet various objectives with task management consulting and project management services. She believes there are no problems just opportunities for improvement.
She has a Business Administration degree from Averett University, and a Graduate Certificate from University of Virginia in Organizational Leadership.
Xandra currently lives in Italy and spends her free time learning a new language and exploring her new home.
With an MS in IT Management, Theresa started her career as a developer and database administrator in the engineering space. From there, she progressed to being in charge of maintaining, upgrading, developing, and integrating major corporate applications.
Theresa has 10 years experience working in the family office space. Her focus is on cybersecurity, compliance, and technology implementation. She specializes in content management and SharePoint specifically (and within this discipline she boasts 20+ years experience), as well as the use of Power Automate to automate repetitive tasks.
With an eye towards both efficiency and compliance, Theresa has a deep understanding of how technology can be leveraged in financial services firms. She also has CISO experience, which enables her to guide clients seamlessly through security compliance policy/procedure creation as well as best practices.
Additionally, Theresa is a regular presenter/writer in the family office space, as well as an adjunct professor of business technology implementation at Elmira College.
Outside of work, she enjoys spending time with her husband at their cabin. Her hobbies include painting (the paintings in the background of her headshot here are Theresa Clarkson originals!), stained glass work, and home improvement projects.