Our mission

We believe each client deserves the best modern finance can deliver, at a fair price

We empower advisers to enter the new era of wealth management, driven by radical customization and transparent, efficient tax management.  Just Invest is a technology company that uses large-scale data analysis, quantitative algorithms and risk modeling to deliver scalable portfolio and tax management, greater client engagement and best in class economics for both advisers and investors.

Who we are

Technologists with deep portfolio management experience

With 50+ years of combined finance and technology experience, we work hard every day to deliver scalable, personalized investment solutions to investment advisers.  We are fluent in risk modeling, portfolio optimization, factor tilts and smart beta, and Environmental, Social, and Governance scoring.

Alan Cummings, PhD
Alan Cummings, PhDChief Technology Officer
Former architect for portfolio platform at Aperio Group ($24B AUM)
PhD, Physics, MFE – UC Berkeley
Jonathan Hudacko
Jonathan HudackoCEO
Former head of MSCI Barra’s $120MM institutional analytics business.
BA Stanford, MBA UC Berkeley
Vijay Rao, CFA, FRM
Vijay Rao, CFA, FRMChief Investment Officer
Former Blackrock fixed income trader; Head of Product at Alpha Omega.
BA Economics, Columbia University
Kiran Lagisetty
Kiran LagisettyHead of Platform Dev
Former big data lead at Chegg; Portfolio analytics at MSCI Barra, Thomson Reuters
MS Computer Science, Hyderabad
Sherwood Yuen
Sherwood YuenHead of Partnerships
Former consultant at MSCI Barra, Callan, Wells Fargo and Schwab.
BA Cornell, MBA UC Berkeley
Jay Nolan
Jay NolanSales Director
Former portfolio specialist at RiverNorth Capital Management
BBA James Madison Univ, MBA Emory University
Sandeep Gangadhara
Sandeep GangadharaSenior Portfolio Manager
Former senior portfolio manager at Aperio Group ($28B AUM)
BA Business Economics, UC Santa Barbara
Luisa Gastambide, CFA
Luisa Gastambide, CFAInvestment Specialist
Former financial advisor/portfolio specialist at UBS and Merrill Lynch.
BA Economics, Universidad de la Republica of Uruguay
Emily Quach
Emily QuachMarketing Manager
Former Investment Intern at Just Invest
BA Economics, UC Berkeley
Richard Gay
Richard GayInvestment Specialist
Former risk manager at Credit Suisse; Equity Analytics consultant at MSCI Barra.
BA Economics, University Southampton
Ben Houston-Edwards
Ben Houston-EdwardsProduct Manager
Former UX/UI Design; General Assembly
BS Mathematics, Yale University
Angela Schrad
Angela SchradCompliance Specialist
Principal, Covered Bridge Compliance LLC. Former SEC auditor.
BA Economics, Univ Northern Iowa