We Understand Your World

Todd founded InvestorFlow in 2015 and spearheads its mission to provide the future-proof CRM and portal for asset and investment managers. He has advised many of the largest alternative asset managers in the world on their digital communications.

In 2001, Todd co-founded Silver Oven, the first digital agency exclusively focused on the investment management industry. Previously, he was a principal of Online Environs, Inc. (OEI), which he transformed into one of the first dot-com incubators. Todd began his career in 1996 with Pilot Software, which was acquired by SAP. He received his B.S. in Civil Engineering from the University of Maine at Orono.

Min is the Chief Technology Officer at InvestorFlow and is responsible for enabling business outcomes through technology and innovation. His goal is to create a no-implementation platform that is fully integrated to support fund and investor lifecycles. Min has 20 years of experience leading the technical architecture for Enterprise Salesforce Financial Services implementations.

In 2012, Min co-founded Cloud Theory, which specialized in Salesforce solutions for Enterprise Alternative Asset Managers. InvestorFlow merged with Cloud Theory in April 2022

Min received his B.S. in Computer Science from NYU.

Lori Martel is a seasoned C-suite product executive with 25+ years of experience driving growth of scalable SaaS platforms, and building high-performance product management teams across capital markets, banking, wealth management, and insurance. As the Chief Product Officer at InvestorFlow, Lori is focused on creating AI-differentiated, digital experiences to enable raising capital, deploying capital, and servicing investors. Known for her customer-centric approach, Lori excels in applying innovation to customer outcomes, optimizing technology debt, and leading high-performing teams. Her career spans leadership roles at KPMG Consulting, Oracle, and Envestnet / Yodlee, where she drove growth through scalable CRM and SaaS platforms and transformative digital initiatives.

Chris is the Chief Client Officer at InvestorFlow. In this role, he oversees our Client Enablement teams, which include Professional Services, Client Success and all Global Operations. His teams are dedicated to accelerating the deployment of innovative solutions for many of the world’s largest and most complex alternative investment managers. The InvestorFlow Client Enablement teams include more than 65 experienced professionals supporting and advising nearly 200 clients on CRM best practices, strategic data integration solutions, marketing automation strategies, and intelligent digital engagement with their investors.

Prior to joining InvestorFlow, Chris spent more than 18 years as a management consultant where he focused exclusively on the financial services and alternative investment industries. His experience at such companies as IBM and Ernst & Young spans large-scale business and technology transformations, including integrations and implementations that enhance business processes, reduce cost, and manage risk.

Chris received his Bachelor of Science in Finance from Marist College.

Chris Cummings is the Chief Marketing & Strategy Officer at InvestorFlow. He has served as an advisor to technology startups mainly in the business-to-business and SaaS sectors with a focus on product strategy and go-to-market strategy and execution.

Chris has served senior strategy and marketing leadership roles at Cleversafe, an early cloud technology leader acquired by IBM’s cloud division, and over a dozen years with NetApp, a hybrid cloud technology company that is now part of the Fortune 500. Prior to his roles in the technology sector, he served as a strategy consultant with Monitor Company (now part of Deloitte) and Accenture.

Chris holds an MBA from the Kellogg School of Management at Northwestern University and BA in Quantitative Economics and Political Science from Stanford University. Chris also serves as Senior Lecturer at Kellogg in Entrepreneurship and Innovation.

Dana is the EVP of Client Success at InvestorFlow. She is a Prosci certified Change Management practitioner with more than 20 years of experience in financial services. She has partnered with some of the most recognized firms in the space to drive adoption of workflow tools in both Education and Change Management capacities. Dana’s focus at InvestorFlow is to create a client journey and experience that optimizes engagement, drives implementation success, and brings industry best practices to our clients. Prior to her role in Client Success, Dana led the Change Management practice at Cloud Theory where she helped create custom programs to help clients see greater adoption and realize the value of their implementation.

Dana began her career in the retail division at Citigroup, holding multiple roles in retail banking and corporate training. She spent 10 years at S&P Global where she served in roles on the Fixed Income and Equity Research practices before leading Global Education efforts at Capital IQ. Prior to joining InvestorFlow, Dana was a part of the change management team that led digital transformation efforts at Jefferies Investment Bank. She received her Bachelor’s degree from the CUNY School of Professional Studies where she majored in Communications and minored in Psychology.

Taylor is Chief of Global Services at InvestorFlow. He has more than 15 years of industry experience serving in delivery and advisory services roles to investment banks, hedge funds, credit teams, placement agents, and private equity firms. Taylor is focused on driving strategic business planning and enterprise-wide initiatives while building and maintaining key relationships across the organization.

Before joining InvestorFlow, Taylor spent 10-plus years serving as Chief Operating Officer of Cloud Theory. Taylor was responsible for finance, operations, legal, and compliance in addition to the delivery of Cloud Theory’s flagship product, FundEngine. He began his career working for a boutique bank out of Boston focused on M&A in the healthcare sector. Taylor brings a prescriptive and methodical approach to designing efficient, scalable processes. Taylor received his B.S. in Economics and Finance from Bentley University in Waltham, Massachusetts.

As Managing Director, North America, Tom is responsible for driving retention of new clients and partnerships. Tom has more than 20 years of experience introducing solutions specifically developed to enhance investment processes for the global community. Tom has been a trusted consultant to the private equity, private credit and investment banking domains and has an extensive network across all lines of business.

Oliver is EVP of EMEA at InvestorFlow, with 25 years of experience advising and consulting on the provision of on-premise and SaaS technology solutions. Oliver has worked with some of the world’s leading commercial real estate and private equity businesses to provide value-based digital solutions that focus on improving income and reducing risk across real estate investment strategies.

Starting his career in the legal profession, Oliver spent a decade at Altus Group as Global Enterprise Account Executive and most recently as VP Enterprise Sales driving growth at Coyote Software across UK and continental European markets. His experience has covered property management, valuation, investment, and asset management offering a wealth of established and proven product and market expertise to some of the world’s top REITs, brokerages, institutional investors and investment managers to meet their corporate business objectives and returns.

Werner directs the infrastructure, onboarding, and compliance for InvestorFlow’s global operations, including our newly expanded technology hub in the Dominican Republic. He also leads all product development security and infrastructure efforts for InvestorFlow. Werner has spent his career building the technologies, infrastructure, and processes to support SaaS businesses.

Before InvestorFlow, Werner worked as the Chief Technology Officer of Investment Café, where he helped build, promote, and convert the Investment Café product into an industry leading investor-reporting portal. The Investment Café limited partners reporting system was widely used in the private equity industry and was adopted by the largest clients in the industry. Werner has a B.Sc. in Computer Science from Universidad Central del Este in the Dominican Republic.

Andrey is focused on building next generation data and analytics platforms to power all InvestorFlow products. He has more than 20 years of experience in architecting and delivering enterprise technology solutions and products in financial services, CRM, and the cloud/SaaS space. Having led teams at large financial institutions, software companies, and system integrators in the past, Andrey is excited to bring his diverse product, solution, and technology experience to build amazing products for the alternative assets industry.

In his prior roles, Andrey served as a founding member and an enterprise architect for global CRM implementation at Jefferies, advised strategic ISV Industry partners on how to build and architect products at Salesforce, built cutting edge applications for the institutional research team at Morgan Stanley and prior to that led many successful enterprise CRM implementations in financial services and alternative assets domains.

Andrey received a Bachelor of Business Administration in Computer Information Systems from Baruch College.

Wendy brings her deep background in building up offshore locations for U.S.-based companies InvestorFlow, overseeing operations, processes, compliance, budgets and more for the Dominican Republic hub, creating a model for expanded capacity.

Before joining InvestorFlow in 2019, Wendy spent 22 years managing operations for eFront in the Dominican Republic, and has also worked for Investment Café and Accelerated Computer Technologies, among others. She received her diploma in Project Management from the Centro de Tecnologîa y Educación Permanente in 2017 and is a graduate of Pontificia Universidad Católica Madre y Maestra in Systems Engineering, Computer Science.

Paul Farthing is the Vice President of IT Operations and Technical Support at InvestorFlow where he institutes policies, procedures, and best practices in the IT domain.

Paul has worked in the FinTech space for more than 12 years for SEI and Charles River, a State Street company, and in the Tech sector for over 20 years. At State Street, he managed the operations and technical support division, and was responsible for managing thousands of servers, teams that handled hundreds of tickets per week, and a large global team of employees. Paul has an MBA from Ball State University and a BS from Indiana University, where he majored in Computer Information Systems.

Savanah is a SHRM certified professional with over a decade of experience building and running effective human resources and talent acquisition programs within SaaS and professional services environments. She has successfully scaled teams, improved engagement, rolled out training and performance management initiatives, managed global talent and recruiting processes, and coached countless leaders and individuals to successful outcomes. Her previous employers include MedTouch (now Perficient), SnapEngage (now TeamSupport) and Human API (now LexisNexis).

Savanah has also served Fortune 500 clients as a consultant, working on projects from benchmarking and research, to training programs, to handbook and policy design. Savanah drives results through creating and promoting an inclusive, high-performing culture. Her approach combines empathy and business savvy to unlock individuals and teams to grow into best versions of themselves.

Savanah received her Bachelor’s degree in International Affairs and German from Gordon College.