Portfolio BI
Shawn Brady has extensive experience in financial services, currently serving as a Team Member at Gilder Gagnon Howe & Co. LLC since March 2022 and as a Senior Relationship Manager at Portfolio BI since May 2021. Prior to these roles, Shawn operated as a Financial Services Consultant while self-employed from April 2020 to May 2021. From 2007 to April 2020, Shawn held the position of Vice President of Account Management at Broadridge and previously worked as Manager of Investment Operations at GM from December 2005 to October 2007. Earlier in the career, Shawn served as Operations Manager at Prudential Financial from July 2004 to December 2005 and at Jennison Associates LLC from December 1997 to July 2004.
Portfolio BI
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LUX Fund Technology & Solutions (LUX FTS) is the company behind Transcend, the best-in-class data warehousing and reporting software solution for the financial services industry. Their founders are operations and technology veterans, experienced in both front- and back-office operations-- inside experience that gives us a unique understandingof what’s really needed and what’s most important to your business.Transcend deploys disruptive business technology systems that organizes and displays your data quickly, efficiently, and accurately. Transcend provides a secure and cost-effective solution to automate companywide processes. The SaaS-based automation technology platform is configurable by the end user, mobile friendly and it allows for concurrent access.Transcend serves as a firm’s portfolio intelligence dashboard, dynamic data warehouse and integration system. It is a solution designed specifically to meet the needs of the financial services industry. Whether it’s loading data, aggregation, automation and scalability, or other factors such as speed, transparency, reliability or value, Transcend is best at what matters most to your company.