Our Team

Screen Shot 2018-12-31 at 7.27.49 PM.png

doug schwenk

Co-Founder, CEO

Founded Advise Technologies, a provider of global regulatory reporting with 1,100 hedge fund and investment bank clients.  Prior to Advise, Doug was Partner and Chief Operating Officer of Trafelet Delta Funds, a $7 billion hedge fund manager, and served in the Alternative Investment division of Bank of New York.

Screen Shot 2018-12-31 at 7.28.06 PM.png


Co-Founder, Chief Product Officer

Matthew is a Microsoft alum with over 20 years experience leading technology teams. He has spent the last 15 years running technology operations at York Capital Management, Trafelet & Company, Hazeltree Treasury Solutions, Bank of New York, and FIS.

Screen Shot 2018-12-31 at 7.29.44 PM.png


General Counsel

Dave has over 20 years of industry experience, including the past 15 years leading legal and compliance departments at Maverick Capital, Solus Alternative Asset Management, Trafelet & Company, and Weiss,  Peck & Greer.


adam healy

Chief information Security Officer

Adam has over 15 years of cyber security experience working in regulated industries. This experience includes numerous roles within the US Intelligence Community and Department of Defense. Additionally, Adam lead cyber security engineering teams at Palantir Technologies, was a member of Microsoft’s National Security Group, and was an active duty US Marine.

Screen Shot 2018-12-31 at 7.37.50 PM.png

adam capon

EVP of Operations

Adam has an extensive finance and technology background. Most recently as the head of Client Operations at Advise Technologies. Prior to Advise,  Adam spent more than 10 years at Goldman Sachs, most prominently as Specialist on the floor of the New York Stock Exchange trading large cap equities and high profile ADRs.

Screen Shot 2018-12-31 at 7.37.36 PM.png

Sean Dobson

Chief Technology Officer

Sean has over 20 years of experience building and managing technology and security operations, most recently at Blue Ridge Capital as CISO and Trafelet & Company. Sean is a Certified Information Systems Security Professional (CISSP) and Certified Ethical Hacker (CEH).


John Conger

Software Architect

John has 30 years experience managing technology teams for both startups and Fortune 500 companies. He has spent the last 10 years leading new initiatives at Advise Technologies, Angelo, Gordon & Company, Franklin Templeton Investments, Hazeltree Treasury Solutions, and The Bank of New York.

Screen Shot 2018-12-31 at 7.38.00 PM.png

Marshall Jensen

EVP of Finance

Marshall has over 20 years of finance experience working in the financial services and technology industries, including serving as a Managing Director, with senior roles at registered investment adviser and broker dealer firms Fort Mason Capital, Canaccord (Adams Harkness), UBS and CIBC.