At Essentia, we’re passionate advocates of the role that next-generation intelligent technology can play in improving investor performance.

Our team’s proven pedigree in investment, technology and behavioral science means we are uniquely placed to understand the needs of active investors and build the tools that help them to perform.

Leadership Team

Clare Flynn Levy
Clare Flynn LevyFounder & CEO
Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
James Ramirez
James RamirezCTO
James joined Essentia on the back of 15 years as a technologist with Barclays – working in their investment banking and wealth management businesses, as well as contributing to technology governance and strategy across the Group. James has a reputation for intraprenurial thinking and building high performance teams. Over his career, he has built and designed client-facing systems for massive scale in a highly regulated environment, founded the Barclays Group Mobile Community of Practice, and ran the Back and Middle Office technology platform for the Asian futures business.
Greg Wallace
Greg WallaceHead of Research
Greg is one of the original quants – prior to joining Essentia, he spent 25 years working with some of the world’s leading trading and asset management institutions (including Credit Suisse, BZW and ABN-Amro), designing and implementing multi-layered solutions for portfolio trading and active investment management. Recognised as a thought leader in his field, Greg has what most quants don’t have: vast experience in dealing with the practicalities of applying scientifically-driven approaches to human investment processes.
Joshua Rand
Joshua RandManaging Director, North America
Joshua is well-known in the FinTech industry, having co-founded one of the first hedge funds dedicated to alternative credit. Previously, Joshua was a successful entrepreneur, practiced securities law at a global law firm and “cut his teeth” in the genteel world of NYC politics. He has been a student of behavioral finance since his post-grad days at the London School of Economics.
Julian Hall
Julian Hall COO
Julian joined Essentia having been the Co-founder and COO of Skin Analytics, designers of cloud-based technology to assist in the early detection of skin cancer. Prior to that, he spent 7 years as a manager of fintech development and testing teams for buyside fintech vendor Simcorp (CPH: SIM), before earning his MBA at London Business School.

Non-Executive Directors

Charles D. Ellis
Charles D. Ellis
Charles Ellis is an investment consultant and writer, dubbed “the wisest man on Wall Street” by Money Magazine. Author of multiple books, his classic “Winning the Loser’s Game” was lauded by Peter Drucker as “by far the best book on investment policy and management.”

Charles was the Founder of Greenwich Associates, an international strategic consulting firm focused on financial institutions, where he served as Managing Partner for 30 years. He has been appointed to the faculties of both Harvard Business School and the Yale School of Management, has served on the Board of Directors at Harvard Business School, chaired Yale University’s investment committee, and has served as Finance Chair for Robert Wood Johnson Foundation and as Chairman of the Board of the Institute of Chartered Financial Analysts.

Kevin Eyres
Kevin Eyres
Kevin started LinkedIn Europe from his spare bedroom in 2007, and ran it to the IPO in 2011. During his 13 years in Europe, he was responsible for the international operations of three Silicon Valley companies (AltaVista, SideStep and LinkedIn).

Kevin is widely recognized for his hyper-growth and international expansion experience in the technology sector. He has been a speaker at TEDx London, 10 Downing Street, the White House as well as others.

“Essentia’s technology helps skillful investors apply the insights of  behavioral finance principles to the real world of investment decision-making.

While the broad market is increasingly embracing index funds, the best fund managers can and should go the other way and ‘double down’ on their skills.

Indeed, top fund managers should be using technology to raise their games in this way and create for themselves what competitors might call an ‘unfair competitive advantage’.”

Charles D. Ellis
Non-Executive Director

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Advisory Board

Peter Clarke
Peter Clarke
Peter Clarke served as CEO of the Man Group for five years, before retiring in 2013. He currently serves as a Non-Executive Director to multiple investment management and insurance institutions, including AXA Investment Management SA, Lombard Odier Investment Management, and Lancashire Holdings Insurance. He is also Chairman of the National Teaching Awards Trust.
Dr. Mark Fenton-O’Creevy
Dr. Mark Fenton-O’Creevy
Dr. Fenton-O’Creevy is Associate Dean of Strategy at The Open University Business School. An acknowledged authority in the field of Behavioral Finance, in 2012, he completed the xDelia project, a large cross-European research effort focused on improving our understanding of the role played by emotion in financial decision-making by investors and professional traders and developing new, technologically supported, approaches to enhancing the quality of financial decisions.
Imad Riachi, Ph.D.
Imad Riachi, Ph.D.
Imad is currently the Director of Data Science at Ovo Energy. A multi-disciplinary scientist with expertise in complex systems modeling/simulations, machine learning and big data, he has a Ph.D. in Neuroscience, an M.Sc. in Robotics, a B.E. in Computer Engineering, and publications across disciplines. Imad started his career at Goldman Sachs, where he was a strategist and an algo trading quant. He then joined Essentia as its Chief Scientist and played a key part in the early-stage development of the Insight product, before taking a data science manager role at Facebook.
Dr. Shweta Agarwal
Dr. Shweta Agarwal
Shweta is a respected consultant on data-driven decision science projects and a part-time research officer at the London School of Economics. From 2008 to 2013, she worked periodically as a Quantitative and Behavioral Finance consultant at Barclays, conducting research for global strategic and tactical asset allocation models, as well as building wealth simulation and risk rating tools. Shweta holds an M.Sc. in Decision Sciences from the LSE and a M.A. in Mathematics from the University of Cambridge. Shweta completed her Ph.D. in Decision Sciences at the London School of Economics in 2014 as an AXA Research Fund scholar.
Dr. Tomas Chamorro-Premuzic
Dr. Tomas Chamorro-Premuzic
Dr. Chamorro-Premuzic is an international authority in psychological profiling, consumer analytics, and talent management. He is currently CEO of Hogan Assessments, Professor of Business Psychology at University College London (UCL), Visiting Professor at Columbia University, and has previously taught at New York University and the London School of Economics. He has published over 100 scientific papers and 8 books, including Confidence (published by Profile Books in 2013).
Dinesh Chheda
Dinesh Chheda
Dinesh is a seasoned executive with over 30 years of experience in IT Strategy, technology innovation, product development, data management and marketing in the financial services industry. Most recently, he spent 20 years at Fidelity Investments in various leadership roles including as a Senior Vice President at Fidelity Center for Applied Technology, with responsibilities for technology research and platform innovation for enterprise and customer facing technologies in support of retail and institutional customers.
Oliver Ring
Oliver Ring
Oliver is a senior banker with 20 years of experience in the banking and asset management industries. His most recent role was Global co-Head of Product Development & Management at Credit Suisse Asset Management, where he served as a Board Member. Today he is an angel investor and advisor to various start-ups, sharing his extensive product knowledge, managerial experience and global business network. Oliver holds an MSc in European and International Business Law from the University of St. Gallen and he graduated from INSEAD’s Advanced Management Program.

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