Rob brings over 30 years of experience in investment management, spanning business development, client relations, portfolio management, and team leadership. At eCIO, he leads a team of skilled investment and technology professionals delivering cutting-edge solutions for institutional investors and financial services firms. In his role as an Investment Advisor, Rob shapes investment strategies, oversees client portfolios, and communicates directly with investors. He also chairs eCIO's Investment Committee.

Rob has held senior roles in major money management firms, consistently pursuing entrepreneurial ventures. His achievements include launching new products and markets, establishing new office locations, and managing P&L responsibilities. Prior to founding eCIO, he developed the Outsourced Chief Investment Officer (OCIO) practice at Madison Investments, focusing on larger nonprofit organizations. Previously, Rob co-founded and led the small-cap portfolio management team at Allegiant Asset Management, later acquired by PNC Bank. His first entrepreneurial venture involved establishing a regional pension consulting office in Chicago, later acquired by Empower Retirement.

Beyond his professional work, Rob is actively engaged in his community, serving on two nonprofit investment committees, including chairing the endowment/finance committee. He earned his BSBA in Finance and Marketing from the University of Denver and an MBA in Finance and Economics from the University of Chicago Booth School of Business. Rob also holds the Chartered Financial Analyst (CFA) designation.

Courtney brings over 25 years of experience in the investment management industry to her role as a Nonprofit Investment Advisor, developing investment strategies, managing portfolios, and working closely with investment committees and boards. She is an active member of the eCIO Investment Committee and also serves as Chief Revenue Officer, leading client acquisition and retention efforts.

Throughout her career, Courtney has held leadership roles in client management and business development, with extensive experience delivering tailored investment solutions for high-net-worth individuals and institutional investors. She co-founded NorthRoad Capital Management, an international and global equity investment firm, which was later acquired by Madison Investment Advisors, where she continued in senior business development and client service roles. Earlier in her career, she served as an investment specialist and sales manager at Lazard Asset Management.

Beyond her professional work with institutional investors, Courtney is committed to volunteering in her community. She serves on the board of the St. Louis Arc and contributes her expertise as a member of the Investment Committee for Ranken Jordan Pediatric Bridge Hospital. She earned her BA from Colgate University and an MBA in Finance from NYU's Stern School of Business.

Phil brings over 15 years of investment experience, specializing in client acquisition, servicing, and investment management. With a strong background in serving nonprofit clients, he excels in asset allocation, portfolio construction, investment policy development, and accounting. At eCIO, Phil serves as an Investment Advisor, collaborating closely with nonprofits to design customized portfolios aligned with their goals, ESG preferences, portfolio needs, and risk tolerance. He also holds the role of Chief Compliance Officer and is an active member of the Investment Committee.

Before joining eCIO, Phil played a pivotal role in building and growing the Outsourced Chief Investment Officer (OCIO) practice at Madison Investments, focusing on larger nonprofit organizations. Earlier in his career, he contributed to the investment teams at Wells Capital Management, crafting strategic messaging for major client acquisitions. Phil's entrepreneurial journey began early, shaped by his family's successful restaurant business in Michigan.

Phil is deeply engaged in the Madison nonprofit community, serving as a board member of Family Service Madison and participating as a member of the Association of Fundraising Professionals (AFP). He holds dual B.S. degrees in Actuarial Science and Finance from Concordia University Wisconsin. Phil has earned the CIPM designation from the CFA Institute, is FINRA-registered, and was recognized in InBusiness Magazine’s 40 Under 40 Class of 2021.

Aditya brings 15 years of experience in institutional asset management and quantitative research to his role as an Investment Advisor. At eCIO, he focuses on developing data-driven investment strategies and leveraging advanced technology to support portfolio decision-making for nonprofit partners. As a member of the eCIO team, Aditya works closely with boards and investment committees to provide tailored solutions that align their financial resources with their long-term missions.

Throughout his career, Aditya has held senior leadership roles, including serving as a Portfolio Manager for a $1B+ managed futures mutual fund and as VP of Quantitative Investments at TIFIN. He has extensive experience building sophisticated investment strategies and has co-authored multiple white papers dedicated to translating complex market strategies into clear, actionable insights for investors. His expertise in financial modeling and data science allows him to deliver the high-level transparency and analytical depth that modern institutional investors require.

Aditya has a strong history of community leadership in Denver, having served on the Young Professional Council for Denver Kids and assisting in the organization of the Travis Manion Foundation's 5K run in Denver. An Eagle Scout, Aditya brings a disciplined and team-oriented approach to both his community service and his advisory work. He earned his BA in Economics and Business from Franklin & Marshall College and a Master of Science in Finance from the University of Denver.

Erica brings over 18 years of wealth management experience to eCIO, offering a client-focused approach that prioritizes strong relationships, efficient account management, and exceptional service.

She began her career at a leading broker-dealer, gaining a solid foundation in client service and financial management. Erica’s commitment to continuous learning and professional development ensures she stays well-equipped to meet the evolving needs of our clients.

Holding an Associate degree in Business Administration, Erica combines her academic background with extensive practical experience to provide clients with personalized support and strategic guidance. Her dedication, expertise, and proactive mindset make her an integral part of our team and a trusted partner to the clients we serve.

Matthew brings over 14 years of experience in marketing, web development and account management to his role as Director of Marketing. At eCIO he helps nonprofit leaders connect with the insights, tools, and resources they need to strengthen governance and investment outcomes, while leading efforts to drive brand visibility, lead generation, and company growth.

Before joining eCIO, Matthew was a frontend developer for a number of ad agencies and also worked in higher education. He is an accomplished Web Designer & Developer with extensive experience creating responsive, SEO optimized websites that deliver measurable growth.

Matthew blends a unique sense of creativity with technical expertise to ensure eCIO’s communications enhance visibility, foster trust, and ultimately contribute to client success.

Timothy Ivey is a cofounder of eCIO and currently serves as VP of Product and Engineering. With more than 20 years of experience in product development, engineering, and marketing. Timothy now leads the design and development of eCIO’s technology platform, overseeing product strategy, engineering operations, and innovation initiatives that support eCIO’s mission to provide nonprofits with world-class investment solutions.

Since co-founding eCIO, Timothy has played a key role in shaping the company’s growth and vision. In his previous role as VP of Marketing, he led efforts to connect prospective clients with eCIO’s investment services, while also managing creative strategy and internal software systems.

Before eCIO, Timothy worked as a frontend developer at Sticky.io, where he focused on enhancing user experiences and later contributed to the product development team.

An entrepreneurial spirit and a passion for building impactful solutions have been hallmarks of Timothy’s career. He has collaborated with organizations ranging from startups to Fortune 100 companies on projects spanning user-centered software design, marketing strategy, and high-profile national product launches. His diverse background and leadership in both creative and technical fields continue to make him a vital asset to eCIO’s team.

With over thirty years of experience in software development, Larry Berland brings a unique blend of mathematics, physics, and engineering expertise to the field. At eCIO, he contributes to the development of the eVestech platform, leveraging his deep technical knowledge to enhance functionality and user experience.

Starting his career in Windows development, he spent two decades building innovative solutions before becoming an early adopter of Ruby in 2007. Since then, he has honed his skills in rapid, agile development and expanded his technical mastery across a wide range of languages and platforms.

Larry has played a key role in several industry firsts, including developing MCI’s first email client, designing the Federal government’s telephone system administration system, and pioneering multilingual capabilities and voice-streaming browser-based training simulators for call centers. Known for his calm, solutions-focused approach, he thrives in tackling complex challenges and consistently delivers high-quality applications that exceed expectations.

Larry is driven by one goal: getting the job done right—and fast.

Clark brings over 20 years of experience in software development, IT, and technical operations, with more than 15 years as a technology executive and entrepreneur. At eCIO, he oversees investment management technology development and technical operations, ensuring seamless integration with best-in-class solutions to enhance eCIO's platform. He also plays a key role in fostering enterprise solution partnerships.

As a co-founder of eCIO alongside Rob, Clark has a proven track record of entrepreneurial success. He co-founded two venture-backed technology companies: PropertyBridge, which secured $2.2 million in Series A funding and was acquired by MoneyGram International for $28 million after just two years, and Marqeta, a fintech unicorn with over $500 million in funding and a valuation exceeding $10 billion. Additionally, Clark was an early employee and CIO at Financial Information Technologies, a payment and data solution provider in the regulated alcoholic beverage industry, where he helped secure private equity investments from TA Associates and Luminate Capital Partners, valuing the company at over $400 million.

Before eCIO, Clark served as Chief Technology Officer at sticky.io, a subscription billing platform for merchants and advertisers. A Certified Scrum Master and Scrum Product Owner, he has led agile product development teams for over 12 years. Clark also holds several patents and patent-pending applications from his startup ventures and earned his degree in Computer Science from the University of California, Berkeley.