Founder & Chief Executive Officer
Hardeep co-founded Motif Investing to create an intuitive way to invest conceptually. He spent more than six years at Microsoft, where he was General Manager of the company's enterprise services business, and prior to that was a Director of Corporate Development and Strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at The Boston Consulting Group. Hardeep holds a BS in Economics and Engineering from Yale University and an MBA from the Wharton School of Business. He holds Series 7, 63 and 24 licenses in the securities industry, has served as a member of FINRA’s Small Firm Advisory Board, serves on FINRA's Technology Advisory Committee and contributes frequently to Bloomberg TV, CNBC, Fox Business and Forbes.
Chief Compliance Officer & SVP of Customer Service and Operations
As one of the early executives at E*TRADE, Connie brings to Motif Investing a wealth of experience in the online brokerage space and an impeccable track record for success. Her career at E*TRADE spanned over 13 years, during which time she held roles such as Chief Communications Officer and Senior VP of Global Service Quality & Brokerage Operations. Connie was instrumental in building and growing the franchise from $23M to $2B in annual revenue and taking the company public in 1996. She has served on the Boards at Archipelago Holdings, E*TRADE Securities, Web Street, and as an advisor to the Chicago Board of Options Exchange. Connie holds the Series 7, 63, 24, and 55 licenses.
Chief Financial Officer & SVP of Strategic Partnerships
Paul brings more than 30 years of experience in finance, business strategy and operations to Motif Investing. Prior to joining Motif, Paul was CFO of Strategic Alliances for the Applications and Services Group at Microsoft Corporation where he helped negotiate and implement partnerships for Microsoft’s online businesses. Before that he held senior finance roles with Microsoft’s sales, marketing and services group in the US, Europe and Latin America, building strong teams and applying strategic planning and sound business analyses. He has also held positions in the treasury and controller’s groups at ExxonMobil. Paul holds a BS in Chemistry from Wheaton College and an MBA from the Wharton School of Business. He holds the Series 27 license in the securities industry.
Chief Investment Officer
Tuhin was among the earliest team members at Motif and co-invented several of the methods used to build and trade motifs. Prior to joining Motif, Tuhin led the development of high-frequency algorithmic trading strategies for index and commodity futures and ETFs at Ronin Capital, LLC. Previously, he was a Quant Strategist within a long-short equity fund at Barclays Global Investors (subsequently acquired by BlackRock) where he worked on the development and testing of alpha signals. His prior experiences include Intel Corporation and Los Alamos National Labs. Tuhin holds a Ph.D. in Engineering from Rensselaer Polytechnic Institute (Troy, NY) and a Bachelor’s degree in Chemical Engineering & Computer Science from the Indian Institute of Technology (IIT), Delhi. Tuhin is a CFA Charterholder and holds the Series 7, 24, and 63 licenses.
VP of Engineering
Michael is a passionate technologist with experience ranging from trading systems, to search, to big data. In his tenure at Motif he has built critical pieces of infrastructure as well as led teams responsible for the core pieces of the system. He holds four patents for his work at Motif. Michael comes to Motif from Amazon's A9 search technology group where he worked on building data pipelines and distributed systems to analyze trillions of user actions as well as systems to measure search relevance. Prior to A9, Michael worked on realtime systems integrated into Sprint's CDMA cell phone signaling system at Telespree Communications. Michael holds a BS in Mechanical Engineering from Cornell University.
VP Compliance, CRCP™
Bob has 19 years of compliance experience and over 26 years in financial services across the brokerage, investment advisor, and banking industries. His comprehensive compliance experience allowed him to develop Motif Investing’s compliance program at its inception and create a strong culture of compliance throughout the firm. He has previously been at the ground floor of developing compliance programs as a director at E*TRADE, as well as part of rapid growing cycles as a director at Schwab, as well as varying roles at Wells Fargo, and Franklin Templeton. Bob is a Certified Regulatory and Compliance Professional, holds an MBA in Finance and BA in Journalism, as well as Series 7, 24, 4, 66, 55, and 63 licenses.
VP of Product & Growth
Jeff brings more than 14 years of product management and strategy experience to Motif Investing. Before joining the team, he led the development of PayPal’s mobile applications and mobile wallet initiatives. Over four years, he drove app downloads from 3M to 50M+ and doubled app payment volume each year. Prior to that, he was a strategy consultant at the Monitor Group advising Fortune 500 companies across biotech, pharmaceutical, and retail industries. Jeff holds an MBA degree from the University of California-Berkeley and a BS degree in Electrical Engineering from the University of Pennsylvania.
VP of Customer Service
Susan brings over 25 years as a customer service executive specializing in the brokerage space. She led the brick and mortar to call service center transition at Charles Schwab and Company, opening their first call center which was then used as a model for all subsequent service centers. After 12 year at Schwab, Susan moved to E*TRADE and was responsible for running two call centers with over 2,000 customer service representatives. Susan is passionate about the customer experience. She has been at Motif since 2011.
VP of Operations
Kyle brings more than 17 years of compliance, supervision and operations experience to Motif Investing. Prior to joining Motif, he was Director of Supervision at Securities America responsible for the daily oversight of registered representatives. Before that, Kyle was Vice President of Broker-Dealer Operations at Brecek & Young, which was later acquired by Securities America in 2008. He started his career at E*TRADE where he focused on regulatory and operational compliance, created surveillance programs and was the company’s Compliance Registered Operations Principal. Kyle received his BS degree in Business Administration from California Polytechnic State University. He holds the Series 7, 63, 66, 24, 4 and 53 licenses.