MEET OUR TEAM
EXECUTIVE LEADERSHIP TEAM
ROHIT BHAGAT
CEO
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Deep FinTech experience: AssetMark, Flipkart / PhonePe, BGI, BCG, Capital Float, SoFi, FreeCharge
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Previously Chairman (Asia Pacific), BlackRock; Global COO, Barclays Global Investors (BGI)
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Senior Partner BCG (Co-Head, US Financial Services); FinTech advisory included Schwab, Intuit and Wells Fargo
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Significant transactional experience, including sale of BGI to BlackRock and AssetMark IPO
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Non-Executive Chairman, PhonePe
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Independent Director, AssetMark
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Independent Fund Trustee, Franklin Templeton
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MICHAEL LATHAM
C0O
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20+ years at BlackRock (and predecessor firms), including serving as Global Head of iShares Exchange Traded Fund business
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Part of executive team that launched iShares business in 2000; during his tenure iShares AuM grew to over $1 trillion and revenues grew to over $3 billion
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In 2009, led the sale of iShares to a Private Equity firm for $4.4 billion, prior to BlackRock’s purchase of the broader business of BGI (including iShares)
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Currently serves as an Independent Trustee and Director of the Goldman Sachs Exchange Traded Funds
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BOARD OF DIRECTORS
CHARLES GOLDMAN
NON-EXECUTIVE CHAIRMAN AND INDEPENDENT DIRECTOR
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Previously CEO of AssetMark, leading provider of investment & consulting solutions serving financial advisors
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Deep experience in Wealth Management / WealthTech
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Led AssetMark’s IPO in 2019
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Prior leadership roles include:
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Chairman, Personal Capital
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Director, Mercer Advisors
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President, Fidelity Investments, Custody & Clearing
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EVP/Head, Schwab Institutional
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President of Paramount Farms
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CARY GRACE
INDEPENDENT DIRECTOR
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Previously CEO of the Retirement, Investment and Human Capital Solutions business at Aon
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Deep experience in Insurance and Retirement
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Scaled outsourced CIO business, growing it to over $180bn in AuM
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Prior to Aon, was an executive at Bank of America and a predecessor to J.P. Morgan
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Led global institutional, high net worth and consumer businesses as well as finance, investor relations and M&A functions
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CHRIS GAERTNER
INDEPENDENT DIRECTOR
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Senior Advisor, Technology Investment Banking Group of Rothschild and Co.
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Over 25 years of Technology Investment Banking experience including:
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Vice Chairman of Technology Investment Banking Group, Rothschild and Co
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Head of Corporate Finance, Credit Suisse Technology Group
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Head of Technology Investment Banking, Merrill Lynch/Bank of America
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BLAKE GROSSMAN
SENIOR ADVISOR
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Managing Partner of ThirdStream Partners, investors in venture and strategic opportunities in FinTech and Financial Services
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Previously CEO, Barclays Global Investors (BGI) and Vice Chairman, BlackRock
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Multiple successful investments, including Financial Engines, SoFi, Ripple, and Axioma
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Prior governance roles include:
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Chairman of Financial Engines
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Board Member of Axioma and CamberView Partners
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JONATHAN HUBERMAN
SENIOR ADVISOR
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Highly relevant SPAC experience
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Closed business combination of Software Acquisition Group Inc. (SAQN)
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Listed Software Acquisition Group II (SAII)
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25+ years of high-tech business leadership
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Currently Chairman and CEO of Software Acquisition Group
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Prior leadership roles include:
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CEO of Ooyala
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CEO of Syncplicity
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CEO of Tiburon
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CEO of Iomega Corporation
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