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Meet our leadership

We have more than 150 years of combined experience in financial institutions, FinTech, engineering and product development.
InvestiFi CEO Kian Sarreshteh

CEO / Board Member

Kian Sarreshteh

10+ years founding and scaling successful companies within the tech and finance sectors.

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President and COO

Todd Clark
20+ years leadership experience, most recently as CEO of Co-op Solutions.
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Board Member

Chris Dalton
30+ year entrepreneur with a demonstrated history of starting, growing and exiting business in the technology industry.
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Chief Technology Officer

Sean Coonce

17+ years building and enhancing powerful products and teams

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Chief Product Officer

Patrick McNally

10 + years of product and data team leadership experience.

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Chief Compliance Officer

Kristi Evans
17+ years of regulatory, compliance, and financial risk management experience
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Chief Revenue Officer

Albert Kang
10+ years leading growth in Treasury Management, Consumer Deposit Operations, QA and Wealth Management.
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Sarah Lamber InvestiFi VP of Marketing

VP Marketing

Sarah Lambert
20+ years creating and implementing successful integrated marketing programs for startups and Fortune 500 companies.
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Controller

Ali Holmes

10+ years of accounting, audit and operations experience.

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Director of HR

Jennifer Preston

20+ years of experience in Human Resources and Recruiting across startups and enterprise organizations.

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Head of Wealth Management

Deanna Collier

30+ years of experience in financial services industry, spanning credit unions, banking, and brokerage with a focus on regulatory compliance.

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Advisor

Ethan L Silver

Chair of the FinTech and Broker-Dealer Practices and Co-Chair of the Crypto practice at Lowenstein Sandler.

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Advisor

Rob Hoffman

20+ years of experience leading double- and triple-digit growth at financial firms and asset managers.

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Strategic Advisor

Liz Robuck

12+ years in project management across Fortune 500 and startup companies

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Interested in joining InvestiFi?

Take a look at our open positions

InvestiFi, Inc.
8 The Green Suite 7529
Dover, DE 19901
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Investment advisory services provided by AdvisiFi, LLC (“AdvisiFi”), an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. AdvisiFi is a wholly-owned subsidiary of InvestiFi Inc (“InvestiFi”).  Brokerage services are provided by InvestiFi Securities LLC (“InvestiFi Securities”) and RQD* Clearing LLC (“RQD”), SEC-registered broker-dealers and members of FINRA/SIPC.  Brokerage services are available only to residents of the United States and in jurisdictions where InvestiFi Securities is registered. You may check the background of these firms by visiting FINRA’s BrokerCheck.

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Kian Sarreshteh

Co-Founder, Chief Executive Officer
Since 2015, Kian has consulted with numerous Blockchain, cryptocurrency and FinTech-focused companies across the U.S. In 2015, he founded an IT recruiting and consulting company focused on financial technology and transformed the company into a multi-million dollar operation. Also in 2015, he acquired a 35-year-old background check company that focused on regulated industries including financial services. He led new product development, including the development of a Blockchain database to store background check records. Prior to his departure, Kian was instrumental in the company’s growth with a 50% increase in revenue. In 2020, Kian co-founded CryptoFi, Inc.— now known as InvestiFi.

Dual Bachelor of Science, Marketing and International Studies

University of Missouri

Todd Clark

Board Member
Throughout his career, Todd Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with the aim of uncovering efficiencies for financial institutions.

Clark’s journey as President/CEO at Co-op Solutions, which began in 2016, is a testament to his visionary leadership. Under his guidance, the company evolved into the credit union industry’s premier partner for payments and financial technology. Today, the company’s dynamic ecosystem of solutions continues to inspire credit success well into the future.

Prior to his tenure at Co-op, Clark’s entrepreneurial spirit led him to co-found a start-up company called Core Data. This venture, which was later acquired by Concord EFS and merged with First Data, became the second-largest ATM processor in the United States. His diverse experiences include executive roles at Cardtronics, Inc., and Feedzai, further highlighting his dynamic and innovative approach to the financial industry.

BA, economics

University of Texas at Austin.

Chris Dalton

Board Member
A seasoned entrepreneur with a track record of successful business creations, growth phases, and exits spanning 30 years, Chris is a valuable member of our board. He also serves as a Growth Advisor & Investor, leveraging his expertise to guide our company’s strategic growth.

Chris has been involved in a number of successful business creations, growth phases, and exits over the past 30 years of his career. Most recently, he has been a General Partner of the investment group Aktion Partners LLC, which is invested in a technology consulting services firm, Avionos, and a Fintech firm, InvestiFi. Chris is acting as a Board Member to Avionos and InvestiFi and is also a Board Advisor to InVisory, a Data-Analytic vendor selection platform. Aktion Partners also invested in eCommerce software company, CloudCraze in 2015. Chris became the CEO post the investment and took the company through an explosive growth phase that resulted in the Company being acquired by Salesforce (CRM) in 2018. Prior to Aktion Partners, he co-founded Acquity Group in 2001, and Chris successfully guided the company through an initial public offering on the New York Stock Exchange in 2012, and the company went on to become the second-largest independent digital marketing company in the United States. In 2013, Chris completed the sale of the Acquity Group (AQ) to Accenture (ACN), a global management consulting, technology services, and outsourcing company with approximately 266,000 people serving clients in more than 120 countries. After beginning his career with Arthur Andersen, Chris was instrumental in helping to build two businesses, Lante Corporation (LNTE) and Modern Business Technology (MBT). USWeb/CKS (later marchFIRST) purchased MBT in 1999. Chris was inducted into the Chicago Area Entrepreneurship Hall of Fame in 2007 and awarded Ernst & Young Entrepreneur of the Year recognition in 2009. Marquette University named Chris Alumni Entrepreneur of the Year in 2013.

B.S. in Business Administration

Marquette University

Sean Coonce

Chief Technology Officer
Sean brings 20 years of engineering and development experience with a focus on scaling engineering organizations. Prior to joining InvestiFi, he served as VP of Engineering at Exodus.io, a user-friendly crypto wallet provider. Sean led an 80+ team of engineering professionals launching new products. As a result of Sean’s efforts, his team increased revenue from $20M to $100M over the course of 1 year. Prior to Exodus.io, Sean served as Engineering Manager at BitGo, pioneering multi-sig wallets on the Bitcoin network with their technology serving as the underlying infrastructure for some of the largest crypto exchanges and institutions.

Bachelor of Science, Information Technology

San Diego State University & California State University

Patrick McNally

Patrick brings more than a decade of product and data team leadership experience, specializing in establishing data driven cultures at the companies he joins. He has lead product teams at both enterprise SAAS and consumer software startups. At Guidebook he built and lead the first data team and then went on to build and lead the product team at large, scaling the business from $2 million to over $10 million in ARR. Prior to joining InvestiFi, Patrick served as the Director of Data and Analytics at Exodus, where he established and ran the data team instrumental in a NYSE listing. Patrick is an especially strong product strategy partner to engineering with his deep technical background and analytical focus.

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PhD in Computer Science

Northwestern University

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BA in Computer Science

Pomona College

Kristi Evans

Chief Compliance Officer
Kristi heads the company’s enterprise-wide BSA/AML Compliance Program and ensures InvestiFi’s product offerings comply with all federal and state regulatory requirements. She has over 17 years of governance risk and compliance experience, including BSA/AML program development for a cryptocurrency kiosk company, policy development for a cryptocurrency exchange in Canada, and management of cryptocurrency exchange analysis for Blockchain Intelligence Group. Her prior work with the US Office of the Comptroller of the Currency (OCC), the Consumer Financial Protection Bureau (CFPB) and the New York Department of Financial Services (NYDFS) included regulatory consent order remediation assignments for Bank of America, MidSouth Bank and others.

Kristi is a Certified Anti-Money Laundering Specialist (CAMS), Certified Fraud Examiner (CFE) and Certified Cryptocurrency Investigator (CCI).

Albert Kang

Chief Revenue Officer

Albert joined InvestiFi as a seasoned veteran in the credit union space with over 10 years experience. He was the Vice President of Deposits and Business Relations at CapEd Credit Union where he was responsible for the strategic planning of the deposits portfolio and applicable revenue streams. In his nearly a decade of experience at CapEd, he oversaw Treasury Management, Consumer Deposits Operations, Quality Assurance and Wealth Management. He also served as a member of CapEd Credit Union’s Asset and Liability Management Committee which was responsible for effective balance sheet management to mitigate risks, optimize profitability and achieve strategic objectives for the credit union.

Prior to CapEd, he was AVP, Treasury Management for Zions Bank where he optimized revenue generation within assigned portfolios.

Recognized as an Idaho Business Review’s “Accomplished 40 Under 40″ and “Excellence in Finance.” He also holds the designation of Certified Credit Union Financial Counselor (CCUFC) from Americas Credit Unions. Albert currently serves on the Bank Insurance & Securities Association’s (BISA) Leadership Advisory Board. Albert is dedicated to leverage his expertise to foster economic empowerment and advance financial wellness in our communities.

Bachelor of Science

From Towson University

CCUE from Executive Credit Union Management School

At University of Wisconsin – Madison

Certificate of Achievement in Treasury

From Rice University

Sarah Lambert

VP of Marketing

With over 20 years of experience marketing in the SaaS and B2B space, Sarah has built and led teams at both startups and Fortune 500s. Prior to InvestiFi, she worked in the HR and FinTech space with startups like SmartRecruiters and Buckzy Payments, as well as industry leaders like Oracle and ManpowerGroup. She brings a unique perspective having both integrated and product marketing experience from which to build positioning, product launches, and GTM efforts all focused on driving pipeline and revenue.

Bachelor of Science

Bradley University

Bachelor of Arts

Bradley University

Masters of Business Administration

Thunderbird School of Global Management

Ali Holmes

Controller

Enthusiastic accounting professional with a strong desire for continuous education and for any opportunity to take on and master new skills. Well versed in fund accounting, real estate investment accounting, revenue cycle accounting, and financial services including tax preparation, financial reporting, budgeting, forecasting, and financial statement analysis. Using my diverse skillset to build accounting functions from the ground up while collaborating with all business units to find efficiencies and guide decision making to support long term growth.

Jennifer Preston

Director of Human Resources
With over 20 years of experience in the Human Resources and Recruiting fields across start-up and enterprise-wide global organizations, Jennifer recently joined InvestiFi as the Director of Human Resources where she is leading and is responsible for all HR functions, programs and projects. Jennifer brings a breadth and depth of strategic HR expertise as a prior HR Consultant with FlexHR. Her on-target experiences from former start-up, Telution, and Accenture give Jennifer the balanced approach to helping attract and retain top talent and ensuring an engaged workforce across our virtual team.

MS

Human Resources Management at Loyola University Chicago

BS

BS, Human and Organization Development at Vanderbilt University

Deanna M. Collier

Deanna is a seasoned senior leader with over 30 years of experience in the financial services industry, spanning credit unions, banking, and brokerage. She has held key leadership roles at top firms including Raymond James, Capital One Private Banking, and Wells Fargo Advisors. Known for her strategic vision and operational excellence, Deanna has successfully led teams of up to 100 professionals across multiple U.S. cities and offshore locations in India.
Her expertise lies in designing and executing scalable operational processes that streamline client experiences while maintaining strict regulatory compliance. Deanna has driven transformative initiatives such as optimizing regulatory trade reporting, enhancing reserve and net capital calculations to reduce charges, and overhauling client onboarding processes for greater efficiency. She has also led high-impact projects including enterprise-level contract negotiations, the launch of new trading desks, and restructuring of security master data for improved product-level granularity.

education (1)

Juris Master, Financial Regulation & Compliance

Florida State University

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BS, Business Administration

Strayer University

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Finra-Licensed Series 7, 24, 63 and 99 registrations

Professional Certifications:

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AML Compliance

American Bankers Association

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Women's Leadership

Yale School of Management

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Graduate of Securities Industry Institute

Wharton Executive Education

Ethan L. Silver

Ethan L. Silver is Chair of the FinTech and Broker-Dealer Practices and Co-Chair of the Crypto practice at Lowenstein Sandler. Ethan is a recognized leader in the representation of regulated fintech companies, focused on advising broker-dealers, crypto-focused businesses and robo-advisers in how to structure and operate their business and launch cutting edge products, as well as defending these companies against regulators’ examinations, enforcement investigations and other compliance matters.

Robert Hoffman

Robert Hoffman is a proven senior executive with over 20 years of experience successfully high-growth financial firms and technology organizations.
Prior to co-founding InvestiFi, Rob headed the Finance, Accounting, Treasury and Digital Asset Trading groups for a leading cryptocurrency kiosk company where he created core processes and infrastructure to sustain triple-digit annual revenue growth. He has also led FP&A and Investor Relations for Nuveen as Vice President of Financial Planning & Analysis. While at Nuveen, Rob helped guide growth from $800M to $1T+ assets under management. Before joining Nuveen, he was Vice President of Finance for Byline Bank where he build out teams and technology to prepare for Byline’s IPO (2017, NYSE).

Rob is a CFA Charterholder.

MBA

University of Notre Dame – magna cum laude

Bachelor of Science, Economics and Radio/Television/Film

Northwestern University.

Liz Robuck

Director of Product
Liz is a senior product management leader with 12+ years of experience in technology. She has built and led product teams at organizations ranging from mature Fortune 100 companies, such as Disney, to early-stage software startups. She built and led the first team of product managers at Dash Core Group, the development organization responsible for Dash’s core protocol and developer platform. Prior to joining InvestiFi, Liz served as Director of Product Management at Exodus. Key areas of expertise include product strategy, roadmap development, hypothesis-driven product development, agile delivery practices, and A/B testing and optimization.

MBA, Strategy

Vanderbilt University

Bachelor of Arts

French – Davidson College