About Us

Who We Are

Our group works from anywhere and each individual brings their unique perspective to improve our client’s understanding of the capital markets.

Core Team

Charles Dery

Cofounder, CEO

Charles developed extensive capital markets experience performing special situations equity valuations at Manulife, Canada’s largest insurer. He also designed and lead big data projects within the organization.

Charles is a CFA charterholder, and a member of the Association of Certified Fraud Examiner.

David Gordon

Cofounder, Head of Technology

David brings over 10 years leadership experience in deep learning artificial intelligence, information management, and infrastructure, and business process improvement.

David holds a Bachelor and Masters degree in computer science from Sherbrooke University. He holds an MBA from Cornell University and is a CFA charterholder.

Brandon Winkler

Cofounder, Chief Research Officer

Brandon brings 15 years of proprietary equity research to professional money managers. He began his career at Morgan Stanley in New York City, where he worked amongst an investment team overseeing a portfolio of $20 billion in assets. He also possesses extensive sales experience with boutique investment banking & research firms.

Brandon graduated from Georgetown University with a BS in Finance.

Decentralized Team

Our startup leverages the full potential of a decentralized team. We develop a systematic approach to managing a global network of consultants to quickly evolve to the needs of our clients.