Our Team
Our Team
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
At Allio, our team drives our mission to empower individuals with financial knowledge and innovation. We combine deep industry expertise with a passion for financial literacy and economic empowerment. United by a commitment to excellence, our diverse skills and perspectives help us create cutting-edge solutions that guide clients through the financial world and support them in achieving their goals.
Leadership
Leadership
Leadership
Read more
Joseph is a finance vet from NYC whose Aunt & Uncle helped pioneer the formation of the early hedge fund industry. He has an extensive background in capital markets, having spent several years as a buy-side global macro strategist, sales trader, and private money manager. A natural entrepreneur who graduated during the ‘Great Recession’ he feels a special kinship and responsibility to Gen Z and Millenials to help them adapt to the new structural changes in the global economy. He used his experience navigating business cycles as the inspiration to build an investment app that truly gives all people access to advanced savings and investment strategies designed to hedge inflation by optimizing upside potential with downside protection via a combination of ML and human oversight via the Allio finance team. He currently resides in Lake Oswego, Oregon with his 2 playful French Bulldogs Giuseppe and Moe.
Read more
Christy drives strategy, execution, and cross-functional operations at Allio, where she’s building accessible, AI-powered investment tools for modern investors. Her experience spans fintech, venture capital, and quantitative investing, with prior roles leading product at a B2B fintech, investing at a fund of funds, supporting early-stage startups at a VC firm, and managing business operations at a high-frequency trading firm. She holds a B.S. from Cornell University and a Masters in Finance from Princeton. Christy lives in Miami, Florida. Outside of work, she enjoys reading and traveling.
Read more
David is a tech enthusiast with an analytical prowess for building innovative systems. He holds a B.S. in Civil Engineering from U.C. Berkeley and a Masters in Structural Engineering from MIT, but the rapidly growing web technologies inspired him to solve larger-scale problems as a full-stack software engineer. Before co-founding Allio, David spent several years as a Senior Software Engineer at Minted, where he built integrated BIM tools and led multiple discipline teams aimed at improving user experience and conversion rates. When he is not at his computer, David enjoys hiking, snowboarding, exploring nature, and taking photos. He currently lives in San Francisco, California.
Read more
With a distinguished career in datacenter and then later in cloud architecture, Chris has been at the forefront of designing and executing sophisticated datacenter and cloud solutions. His work has been instrumental in enhancing the operational capabilities of the United States Pacific submarine fleet, ensuring reliable and secure data management within the depths of the ocean. In the energy sector, Chris was responsible for architecting and implanting the datacenters that allow for the operation of a major portion of the US power grid in Colorado, New Mexico, Nebraska, Wyoming, and Arizona. Furthermore, his strategic vision has guided Fortune 100 and even state governments through the complexities of digital transformation, allowing them to take advantage of the cost and speed benefits of native cloud application architectures. Chris's expertise in navigating the intersection of technology and strategy has solidified his reputation as a leader in the field of cloud and automation infrastructure development.
Read more
Ben started his design aspirations painting and doing murals at a young age, this evolved to designing applications. Joining the Marines out of high school helped Ben build his team mentality that he pushes today. He has worked in the fintech industry for the past 6 years at a publicly traded company. He strives to put the customer first in everything he does. Ben thinks the financial sector has yet to hit the 21st century in how they create products for their customers. If you don’t find Ben behind his screen, check in the sawdust because he also enjoys spending time creating custom furniture for friends and family.
Read more
Adam has over ten years of experience in creating machine learning models for financial and economic analysis. He has worked for multiple companies growing his passion for investing and technology along the way. Adam is enthusiastic about building automated investing models. He uses machine learning to forecast relative returns for thousands of companies. Taking the highest conviction forecasts, Adam creates optimized portfolios with the goal of making portfolios with market-beating risk-return profiles. Adam is a Chartered Financial Analyst (CFA). He currently resides in Wisconsin with his wife and enjoys playing some golf in his spare time.
Read more
Gareth da Cunha an experienced business growth and strategy professional with extensive experience in scaling startups in the fintech space. Pivoting to finance from marketing and communications to finance while earning his MBA at the University of Florida. Since then he has worked in traditional finance as well as specialized in alternative investments and sophisticated portfolio solutions. Additionally, Gareth has worked as a marketing, branding and growth consultant for startups in a variety of verticals ranging from AdTech to content creation to consumer packaged food. In his free time Gareth enjoys backpacking and skiing as much as possible
Read more
Daniel is, first and foremost, an artist. With an MFA from the University of Southern California's prestigious School of Cinematic Arts, he has dedicated both his personal and professional life to producing meaningful, innovative content. He applies this passion for art and design across the Creative Marketing landscape, having worked within Creative Strategy, Content Creation, and Art Direction with powerful brands including Meta, Lyft, and Live Nation Entertainment. His free time is spent drawing, painting, and having full conversations with his dog.
Financial Services
Financial Services
Financial Services
Read more
AJ is a CFA charter holder with over 10 years of experience in portfolio management and capital markets. As the CIO of Allio, AJ drives the company’s investment decision making across strategies and portfolios. His focus is on creating and managing investment portfolios that bring differentiated investment experiences to a new generation of macro-focused investors. He believes investors have historically been underserved by the investment industry and is deeply passionate about finding new ways to improve the investment experience for Allio’s clients. One of his top priorities at Allio is to help build a platform that sets new standards for investor experiences and investor transparency. Prior to joining Allio, AJ served as CIO, Senior Portfolio Manager, and Head Trader for various other leading investment managers, hedge funds, and family offices. He currently resides in Collegeville, Pennsylvania with his wife and son. In his free time, he enjoys spending time with his family, playing ice hockey, mountain biking, snowboarding, and sports car racing.
Read more
Chris is a Springfield, Missouri native, now living in Brooklyn, New York. He has over 10 years of experience in financial management and investor relations, where he has been able to use his enthusiasm for financial literacy and education to help investors achieve their financial goals. Additionally, with masters degrees in International Economics and American Foreign Policy from Johns Hopkins University, Chris brings a comprehensive global mindset and macro focus to the role. When he’s not working with Allio investors, Chris is an avid runner, reader, part-time musician, and loves to get out of the city and into nature. On why he wanted to join Allio: “I love that Allio is making sophisticated investing more accessible. I believe that everyone deserves to learn and grow their wealth on their own terms, and Allio is empowering investors to make that possible. Their intense focus on providing the best experience for investors is unmatched in fintech, and they truly want to change the world of finance for the better. Additionally, the Allio team is incredibly creative and hard working, and truly dedicated to their investors.”
Read more
Emil brings a strong legal foundation and entrepreneurial insight to the team. In his legal practice, he advised small businesses on mergers and acquisitions, corporate structure, compliance, and strategic planning. Before joining Allio, Emil founded a convenience retail business focused on bringing modern technology to the traditionally low-tech industry of independently owned c-stores. In his free time, Emil enjoys cooking, skiing, and competing trail running races.
Read more
Tyler is a seasoned finance professional with over 10 years of experience in institutional trading, specializing in equities, ETFs, and options. As a CFA charterholder and Certified Anti-Money Laundering Specialist, he brings deep expertise to the table and is dedicated to helping investors navigate the complexities of the market. At Allio Capital, Tyler is passionate about making investing accessible and empowering clients with the knowledge and tools they need to take control of their financial future.
Operations
Operations
Operations
Read more
Shiley brings a deep foundation in operational leadership, finance, and organizational design to Allio. With a background spanning fintech, managed services, and high-growth startups, he has built and scaled teams, implemented critical business systems, and led company-wide initiatives across accounting, compliance, and service delivery. Shiley brings a structured, execution-first mindset to Allio’s mission—ensuring that behind every client experience is a business built to last. A Colorado native, Shiley spends his free time coaching youth basketball, exploring National Parks, and checking MLB stadiums off his travel list.
Product
Product
Product
Read more
Lesley is a Jill of all trades with a background in the arts and 16+ years of experience helping tech startups build B2B, B2C, mobile, and Fintech products. A lover of wearing many hats—both literally and figuratively—her career has spanned across community management, marketing, technical support, operations, and product. With this blend of experience she brings a unique perspective to building products at Allio that is driven by creating simplified solutions and an exceptional customer experience. When she is not helping teams build amazing products, you’ll find her working in her garden, running long distances, or playing with her three dogs.
Read more
Ashley is a dedicated product professional with strong foundation in Technical Support and Quality Assurance in the fintech space. With 6 years of experience working in tech startups, she made it her mission to become the bridge between Technical Support and Engineering – ensuring Support was involved across the full product development cycle as she values the voice of those in the trenches, working directly with clients on the daily. This approach not only improved product reliability but also sparked her interest in a new quest into product management. Ashley highly values cross-team collaboration and loves learning from fellow team members. She enjoys tackling problems at their core and turning data-driven insights into impactful, meaningful, solutions that elevate end-user experiences. When she's away from her desk, she enjoys cruising with her dog, training in Brazilian Jiu Jitsu🥋, and visiting loved ones on her home island of O'ahu, Hawai'i.
Engineering
Engineering
Engineering
Read more
With a career spanning back to iOS 3.0, Rob brings a wealth of experience to our team. He was behind one of the first iPad apps and even created the first iAD—thanks to a delightful bug! His expertise covers healthcare and VoIP mobile development. Outside of work, Rob is passionate about coding, gaming, astrophotography, and mountain biking. He’s also a professional DJ who has energized events from intimate weddings to massive gatherings of 20,000+ attendees.
Read more
Derek is an accomplished engineering leader with over 6-years of experience driving innovation and scaling teams in early to late stage start-ups. Derek played a pivotal role in securing a $50 million Series A, $14 million Series B, and $1.4 billion acquisition. Through out his career Derek has spearheaded the engineering efforts behind 7 successful product launches in Cybersecurity, Insurance Tech, and EdTech.
Read more
Jacob comes to us from Titan, where he was a senior software engineer on the content and retirement funding team. He brings over 8 years of financial technology development experience to the Allio team. Jacob loves the challenge of bringing a startup to find market fit and financial success.
Read more
Daniel brings over 10 years of development experience to his role as Tech Lead Software Engineer at Allio Capital. With a proven track record of leading technical initiatives and building scalable solutions, Daniel has been instrumental in developing key integrations including our Plaid and Array connections. He combines deep technical expertise with strong leadership skills to drive engineering excellence across the team, while mentoring fellow engineers and helping shape the technical vision that supports Allio's growth and success.
Read more
Jonathon is a seasoned software engineer with over 15 years of experience spanning healthcare, sport tech, and fintech. Known for his meticulous attention to detail and commitment to shipping high-quality applications, Jon leads our mobile development with a steady hand and sharp eye. Whether he's refining code or racing downhill—on a bike, skis, or board—he moves fast and with precision. Oh, and he really likes coffee.
Read more
Eric has deep experience in data science and machine learning. He first worked at a large asset manager, where he designed and implemented infrastructure for data operations within various teams at the firm. More recently, he worked on developing Generative AI products and infrastructure. He has a deep interest in emerging technologies and quantitative methods. Outside of work, Eric likes to play board games and go hiking.
What We Do
What We Say
Legal
Who We Are
Allio Advisors LLC ("Allio") is an SEC registered investment advisor. By using this website, you accept our Terms of Service and our Privacy Policy. Allio's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Allio does not provide tax advice and investors are encouraged to consult with their tax advisor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Allio's ADV Part 2A Brochure for important additional information. Please see our Customer Relationship Summary.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results.
Brokerage services will be provided to Allio clients through Allio Markets LLC, ("Allio Markets") SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org. Allio Advisors LLC and Allio Markets LLC are separate but affiliated companies. Allio Capital does not offer services to Florida.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Any investment , trade-related or brokerage questions shall be communicated to support@alliocapital.com
Please read Important Legal Disclosures
v1 01.20.2025
Who We Are
Allio Advisors LLC ("Allio") is an SEC registered investment advisor. By using this website, you accept our Terms of Service and our Privacy Policy. Allio's investment advisory services are available only to residents of the United States. Nothing on this website should be considered an offer, recommendation, solicitation of an offer, or advice to buy or sell any security. The information provided herein is for informational and general educational purposes only and is not investment or financial advice. Additionally, Allio does not provide tax advice and investors are encouraged to consult with their tax advisor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Allio's ADV Part 2A Brochure for important additional information. Please see our Customer Relationship Summary.
Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results.
Brokerage services will be provided to Allio clients through Allio Markets LLC, ("Allio Markets") SEC-registered broker-dealer and member FINRA/SIPC . Securities in your account protected up to $500,000. For details, please see www.sipc.org. Allio Advisors LLC and Allio Markets LLC are separate but affiliated companies. Allio Capital does not offer services to Florida.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
Any investment , trade-related or brokerage questions shall be communicated to support@alliocapital.com
Please read Important Legal Disclosures
v1 01.20.2025