Board of Directors
Now retired, Stu spent more than three decades in the investment banking industry. Most recently, he served as managing director of global equities and a member of the board of directors of Donaldson, Lufkin & Jenrette. Stu formerly was the chairman of the board of directors at SoundView Technologies. Previously, he was chairman of the board of directors at Autranet and, before that, DLJ International Equities. In addition, he was a member of the board of directors at LaBranche & Co. and at Archipelago Holdings. Earlier in his career, Stu was a research analyst specializing in the retail industry and an Institutional Investor All Star analyst for 10 consecutive years. He received a BA in history from West Virginia University, and completed graduate work in law at New York University and graduate work in business at the University of Pittsburgh.
Mark is a seasoned leader with extensive experience in the financial sector. He was previously CEO of Soundview Technology Group and, through its acquisition of Soundview, an EVP of Charles Schwab Corp. Before Soundview, Mark was the head of investment banking of the firm's predecessor, Wit Capital. Earlier in his career, he was with Smith Barney, and was president of Smith Barney Pacific, head of global equity sales and head of equity capital markets. Mark currently serves on the board of Proctor Academy. He earned his BA in economics from Cornell University.
Venkat joined GlobeFlex Capital in July 2015, and is responsible for all research, project development and management of GlobeFlex’s Boston office and it’s wholly-owned subsidiary in India. Prior to joining GlobeFlex, Venkat was the President of Virtua Research, which he co-founded in 2004. He was a partner at Concordia Capital Associates, LLC, a Boston-based hedge fund investing in global equities and related derivatives before establishing Virtua. Prior to joining Concordia, Venkat was with State Street Global Advisors, where he was the head of global equity strategy, a fundamental portfolio product that he helped develop. While at State Street, Venkat also developed a new hedge fund strategy involving quantitative models. Before embarking on a career in global financial services, Venkat worked with HCL Hewlett-Packard as an account executive selling technology solutions to the corporate market. Venkat has an MBA from Boston College, and a bachelor of technology degree, with honors, from the Indian Institute of Technology at Kharagpur. He also holds the CFA charter.
Lloyd is senior counsel at Morgan, Lewis & Bockius LLP. Prior thereto, he was executive vice president, general counsel and secretary of Jefferies Group Inc. and senior vice president, secretary and general counsel of SoundView Technology Group Inc. Earlier in his career, Lloyd was an associate director of the SEC's Division of Market Regulation, in charge of the office of Market Structure and Trading Practices. He received his LLB from NYU School of Law.
Jason is a managing director and the chief operating officer for equities in the Americas at Barclays. He is also a member of the equities management committee and sits on a number of firm-wide steering committees. Previously, Jason was responsible for corporate strategy for global equities at Barclays, where he oversaw the division’s overall strategy, strategic investments and parts of the post-Lehman acquisition build-out. Prior to joining Barclays, Jason spent three years at Lehman Brothers, where he was responsible for corporate strategy for global equities. Before that, Jason was a consultant and project leader at the Boston Consulting Group. He received a BS in economics from the Haverford College and an MBA from The Wharton School.
Bud retired as senior vice president, finance and administration and CFO at Progress Software, where he was responsible for all financial operations and investor relations for the company, as well as administrative functions including human resources, legal, production and distribution, information technology and facilities. For over 30 years, he held senior finance roles at various public and private technology companies. Bud received his BA in business administration from the University of Massachusetts, Amherst, and his MBA from Boston University.
Jennifer is EVP and managing director, global equity capital markets, at Ipreo. Previously, she built and headed the equity capital markets group at Epoch Partners, a San Francisco based technology-enabled investment bank founded by Kleiner Perkins, Benchmark Capital and Charles Schwab. Prior to Epoch, Jennifer spent several years in the equity capital markets group and the investment banking division at Goldman Sachs. She holds a Masters of International Affairs in international finance and banking from Columbia University, and a BA in political science and Asian studies from the University of California at Berkeley.