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 perform.

AI for Investment Managers

Leadership Team

Clare Flynn Levy
Clare Flynn LevyFounder & Chief Executive Officer
Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B 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.
Julian Hall
Julian Hall Chief Operations Officer
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 seven 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.
Doug Dundas
Doug DundasChief Marketing Officer
Doug brings a wealth of experience to Essentia’s global marketing and communication activities. Before joining Essentia, he held CMO roles at Octagon Asset Management and Marsh Inc., the global insurance brokerage firm. Prior to this, he held leadership roles at Citigroup, Goldman Sachs, McGraw-Hill, Time Inc. and ABC News.
Carolina Einarsson
Carolina EinarssonChief Financial Officer
Carolina has a track record of building and leading first-rate finance departments in fast-growing companies. Before joining Essentia, she was CFO of property technology venture Realforce, where she orchestrated multiple fundraises and completed an acquisition. Prior to this, she ran her own accounting firm in her native Sweden.
Angus Pettifer
Angus PettiferVP, Product and Engineering
Angus leads the development of Essentia’s cutting-edge software solutions. A certified cloud computing expert with over 14 years of experience in software engineering and financial services, he has played a pivotal role in driving innovation and ensuring the delivery of high-quality solutions to Essentia’s clients. Prior to joining Essentia, Angus worked on the sell-side at Merrill Lynch for seven years, primarily focusing on government bonds and interest rate derivatives.
Essentia Insight Partners

Essentia Insight Partners are all former portfolio managers who understand the PM’s point of view and can guide the iterative process of using data analytics to continuously improve performance. They’re part of the Essentia Insight Advantage service.

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Essentia Non-Executive Directors

Charley Ellis
Charley Ellis
Charley 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.”

Charley founded 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.

David Rudd
David Rudd

David serves as the Head of Corporate Strategy at Northern Trust. In this role, he is deeply involved in the strategic plan formulation and execution, as well as all corporate development activity. He has over 20 years of expertise in the financial services industry.

David serves on the Board of Inspiration Corporation, a nonprofit organization that connects people and creates opportunity through access to social services, job training, housing, and food.

“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.'”

Charley Ellis
Non-Executive Director

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Essentia is actively recruiting highly talented technologists, data scientists and relationship managers.
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