Founder & Chief Executive Officer
Hardeep 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 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, 7, 63 licenses in the securities industry.
Chief Compliance Officer, 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.
Managing Director, Institutional Products
Michael Garcia has over 20 years of experience in thematic investing. Most recently, he was a Director with Willis Towers Watson (WTW) where he was a member of the Thinking Ahead Group (TAG) and drove thematic investing and advisory efforts for the firm. Prior to joining WTW, he founded Ripple Advisors, a thematic strategic advisory business and was exclusively engaged by a leading Canadian Pension Plan to co-develop and execute the firm’s first multi-asset class thematic program. In his past professional experiences, he was a co-founder of Greater Pacific Capital, LLP, a thematic private equity firm. He also served as a partner and portfolio manager for Nordea Investment Management (Copenhagen, DK), where he headed thematic strategy across the equity division, co-managed the Global Core Equity Fund and served as a voting member on the Investment Policy and Strategy Committee. He earned a B.A. in Philosophy from Wheeling Jesuit University and an M.A in European Studies/International Relations from Katholieke Universiteit Leuven, Belgium. He was a visiting fellow at Jagiellonian University in Krakow, Poland.
Chief Brokerage Officer
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.
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.
Chief Security Officer
Stephan brings over 20 years of experience in technical operations and security to Motif Investing. As an early team member, he built out the hardware infrastructure and developed the processes to manage the day to day operations. Prior to joining the team, he was at Mint Software where he led technical operations from the start until it was acquired by Intuit. Stephan holds a BS degree in Electrical Engineering from the University of Wisconsin-Madison, along with CISSP and AWS certifications.
Director of Platform Engineering
Dennis brings more than 20 years of product engineering experiences to Motif Investing (of which 15 years are in various fintech industries). He oversees Motif's backend trading system and research platform. Before joining the team, he was one of the early engineers and a lead developer at Mint.com (which was acquired by Intuit). Prior to that, he had various development experiences with PaymentOne Technologies, IONA Technologies, and Oracle. Dennis holds a Master of Science degree in Electrical Engineering from Stanford University and a BS degree in Electrical Engineering from Cornell University.
Sr. Director, Application Engineering
Mike brings more than 20 years of engineering leadership experience to Motif Investing where he manages Motif’s application development. He oversees frontend, backend, mobile and quality teams and works closely with the platform team on developing integrated solutions for our customers. Before joining the team, he was a lead engineer at Yola and Piczo, growing both platforms through internationalization and technical integrations with local partners. Mike holds a Bachelor of Science degree in Geological Sciences from Cornell University.