Advisory Team

Founder and CEO of OnCorps

Bob is the founder and CEO of OnCorps. OnCorps AI provides advanced AI solutions to the financial services industry where their systems have substantially reduced manual work, errors, and risk. Their mission is to elevate work and performance by applying AI to handle predictable and laborious calculations, decisions, and tasks. He has published artificial intelligence and behavioral economics articles in Harvard Business Review and the Financial Times. Prior to OnCorps, Bob was the chief technology strategist at Accenture and chief strategy officer for the firm's technology division. He was named by Consulting Magazine to the Top 25 Consultants list. Bob was also a group president of Perot Systems, where he helped take the company public. Bob received his master's (concentration in economics and quantitative analysis) from Harvard University's Kennedy School, where he was class advisor and research assistant to the 2005 Nobel Laureate in economics. He received his bachelor's from the University of Southern California.

CEO of Infused Innovations

Jeff is the Founder and CEO of Infused Innovations which provides bespoke consulting services to clients with a focus on aligning organizations' strategic objectives with delivery models at the intersections of cloud architecture, data & analytics, cybersecurity, and innovation. He has over 25 years of experience advising, collaborating, and supporting clients across a multitude of business and technology practice areas from Fortune 500, SMBs, startups, nonprofits, government agencies, and educational institutions. He has been honored with multiple accolades including Providence Business News C-suite award for CTO in a SME, PBN 40 Under Forty recipient, recipient of the Tech10 award, etc. He serves on multiple boards and committees including Chairman & Expert Member of the North Kingstown Information Technology Advisory Committee, Leadership Rhode Island alumni (Iota II), member of the Board of Advisors of the URI Launch Lab, and a RIHub VMS mentor among others. 

Senior Vice President & Head of Fintech Engagement at Morningstar

Lawrence is Senior Vice President & Head of Fintech Engagement at Morningstar. He leads Morningstar’s global fintech outreach and partnership initiatives and strengthen the firm’s leadership role with world-class emerging digital finance companies and organizations fostering innovation in software, data management, business intelligence and user experience in the financial services sector. Lawrence also serves as an advisor to the Fubon Center for Innovation - NYU Stern School of Business, and as a mentor with the Endless Frontier Lab. He was a director of the DePaul University iD Innovation Lab, and serves as Co-President of the US Advisory Council for the Université de Montréal.  Lawrence has a track record of leading emerging growth companies to successful exits including RightPond (acquired by Morningstar). He was a co-founder of yellowpages.com (acquired by AT&T), and director of CLRS Technologies (acquired by Solta Medical / Valliant) and Fluo Labs (SXSW Innovation Award – Best-in-Class in Health, Med and BioTech).

Founder of DataDay Consulting

Gary is the Founder of DataDay Consulting where they specialize in delivering seamless software implementations and cutting-edge data solutions for the investment management industry. Their expertise spans front, middle, and back-office solutions, ensuring firms can optimize their technology stack and unlock the full potential of their data. Prior to founding DataDay Consulting, Gary was part of the management consulting team at Citisoft where he led multiple large-scale transformational initiatives across the capital markets industry. His experience spans system selection, implementation, integration, as well as deep expertise on scaling data management solutions. Gary has been a long-term partner of capital markets helping the industry navigate the complex technology and data landscape. Gary is also a CFA charterholder. 

North America Managing Director at InvestSuite

Dave is a senior executive with 25+ years of experience in sales and marketing across the financial services industry. He is currently a Managing Director at InvestSuite, where he helps financial institutions accelerate their digital wealth transformation and enhance the investor engagement experience. This includes helping clients extend their product range quickly and achieve a cost-effective path to increased profitability. InvestSuite is a place where bankers, creative designers, imagineers, computer scientists, and behavioral scientists work together to create user experiences that open up new markets and drive commercial success for clients. Dave has deep experience across the financial advisory and wholesaling functions, having spent most of his career in these areas and launching his career as an advisor himself. Prior to InvestSuite, Dave held roles with firms including TIFIN, Advintro, SmartAsset, and Bank of America Merrill Lynch, among others. He is a strategic advisor and thought leader across the FinTech and innovation ecosystem in New England.