Who's Moving Where In Wealth Management? – Helios, Opto Investments

Editorial Staff

25 August 2023

Helios
Helios, a US financial services solutions usiness, has appointed Lena Arai, PhD and Caleb Findell as senior research analysts. Both will report to Jason Van Thiel, recently promoted to managing director of product.

Arai joins from Phillips, Fractor & Company. Previously, she served as a data analyst/research associate at Claremont Graduate University's Center for Neuroeconomics Studies while completing her PhD in economics and information systems and technology.

Findell, who has worked at UBS and Ameriprise, most recently served as an investment analyst at Gradient Financial Group.

Founded in 2016, Helios Quantitative Research was created, it says, to equip financial advisors with tools to improve their clients' asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robo-advisor players of Silicon Valley.

Opto Investments
Opto Investments, a tech solution for advisors trying to get access into private markets, has appointed Matt Dunn as head of marketing.

Prior to this, Dunn was executive vice president and head of Americas marketing at PIMCO. Before joining that firm, he worked at Morgan Stanley, helping to drive lender’s AI-driven “Next Best Action” product. He has also worked in Canada and the US at Franklin Templeton Investments.