Meet Our Team

Behind the scenes you'll find Wall Street veterans, hedge fund pioneers, serial entrepreneurs & technologists, and successful startup innovators.

Our ideas and execution are innovative because of the great minds behind our offering. InvestmentPOD was founded by several illustrious Wall Street pioneers who identified the need for financial advisors to deliver both traditional and alternative strategies online or risk extinction.

These experienced and creative professionals include PhDs, CFPs, researchers, developers, and engineers. They form a solid team that continues to innovate and offer customized trading algorithms that lower costs and enhance long-term portfolio performance.
CO-FOUNDER & Chief Executive Officer
Jacqueline Ko Matthews, CEO of InvestmentPOD, was recently recognized by InvestmentNews as a 2019 Excellence in Diversity and Inclusion Awards “See It Be It Role Model”, by BBVA Bank as one of the “12 Women Leading the Way in the FinTech World having developed one of the most disruptive asset management platforms for institutional customers”, and is also a columnist for and 2019 member of the Forbes Finance Council. InvestmentPOD has won numerous awards including:
  • 2019 Wealth’s prestigious industry award for Technology Thought Leadership finalist,
  • 2019 WealthTech 100: 100 of the world’s most innovative WealthTech companies winner,
  • 2018 Wealth’s “Best Digital Robo Advisor of the Year” winner,
  • 2018 inaugural ScratchWorks fintech competition featured at the Barron's Top Independent Advisor's Summit sponsored by Fidelity winner,
  • 2017 Wealth’s Tech Disruptor of the Year finalist.

Jacqueline graduated from Wellesley College with a degree in Economics and began her career as an Investment Banker with Goldman Sachs under then Co-CEO Robert Rubin in New York and then Hong Kong. Part of a pioneering team of 9 spearheading the Goldman Sachs’ Asia Pacific investment banking team, she helped open the Taiwan Goldman office leading to the first $1.1B IPO of China Steel. Jacqueline then became part of the Goldman China team and subsequently was involved in many landmark IPO deals throughout Asia. Jacqueline was then Vice President of International Finance for two Ultra High Net Worth family office conglomerates in both Indonesia and Taiwan before returning to the U.S. to obtain her master’s in International Economics from The Johns Hopkins School of Advanced International Studies and joining U.S. Senator Mark Warner’s $200m AUM family office. Jacqueline was then Chief Operating Officer of a quantitative hedge fund firm which she helped grow to $400m AUM before founding InvestmentPOD. Jacqueline is a graduate of the Six Thirty Fintech Accelerator and Prosper Women’s Accelerator.
Dr. Peter Matthews is a hedge fund pioneer, best known as a Founding Partner and Chief Portfolio Strategist of Mint Investment Management Co ("MINT") which became the first systematic global macro firm to exceed $1B in assets under management. MINT achieved consistent annual returns averaging 20% over its nearly 20 year history with no losing years in the first 13 years with Peter as chief architect of its trading systems. A JV with London’s Man Group, MINT was the catalyst for Man to become today’s largest publicly traded hedge fund firm globally. Peter won the highest honor given to an individual in the industry, The Donchian Lifetime Achievement Award, for creating the mathematics behind the First Guaranteed Fund. The MINT Guaranteed Fund institutionalized futures into the mainstream acceptable asset class by pensions and endowments. MINT’s success was profiled in the book, “Market Wizards”.
Now leading the tech & product development at InvestmentPOD, Andrew has served as Chief Technology Officer at four VC-backed startups, including time spent as the co-founder of the fast-growing education start-up, Jozii. An honors graduate of New York University, Andrew has made a habit of working on the cutting edge of technology at companies like BitInstant, Verisign, Inc., and as an engineer with the Naval Research Laboratory's Optics division.
Atul has 25 years of experience in Financial Services. Most recently, he was Head of Advice for Wells Fargo Advisors, where he oversaw investments and advice quality. In previous roles, he was President of Wells’ clearing business, First Clearing, and Partner with Booz & Co.
Tim Stern
Key Advisor
General Partner at SixThirty & Cultivation Capital
Tim has over 25 years of real estate and real estate finance experience. He served as the Co-Founder/President of Lenders One, the 4th largest U.S. retail mortgage platform.
Key Advisor
General Partner at SixThirty
Managing Partner at Prosper Capital
Hal has nearly 30 years of experience in the software industry as a CEO and angel investor. He founded and sold two successful software businesses, Gentry Systems and GridLogix.
Richard Ryffel
Key Advisor
Senior Lecturer at Olin School of business
Richard Ryffel combines his 30 years of experience in investment banking and wealth management, working for names like IBM Corporation, A.G. Edwards, Bank of America Securities, Edward Jones and J.P. Morgan Private Bank, with his academic perspective as a published professor at Washington University in St. Louis's Olin Business School, specializing in financial regulation and sales management.
Russ Ayres
Key Advisor
Senior Vice President, Consumer Insights at Equifax
As head of IXI's Customer Decision Support Solutions team, Russ Ayres is responsible for helping clients identify and act on customer acquisition, cross selling, and retention opportunities through best-in-breed tools. A seasoned software architect and strategic manager, with over 15 years of product development experience, Mr. Ayres specializes in data visualization and architecture guidance to provide the best interfaces for largest possible ROI.
Martin Bertolino
Key Advisor
VP of Technology at Equifax
Martin has 20 years of extensive experience in enterprise and systems architecture, spending much of his career with Equifax, as well as solutions architect and software engineering roles with Microsoft and Bridge Information Software, respectively.
Our Investors

Investment POD has attracted multiple investors with its high value proposition.

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