President and CEO
Lincoln Ross has been an innovative leader in the wealth management space for over 20 years. Prior to CircleBlack, Lincoln served as Envestnet’s Chief of Business Operations where he led several operating functions including product management, operations, client experience and communications. Prior to Envestnet, Lincoln served as CEO at FundQuest, a turnkey asset management platform, where he helped significantly grow the business and led FundQuest through the successful acquisition by Envestnet. Lincoln serves as a strategic advisor to several businesses leveraging his unique combination of strategic and operating experience.
Lincoln enjoys spending time with his wife and three children, golfing, squash and maritime adventures.
Head of Marketing
Neil brings a wealth of experience in developing and executing successful marketing strategies that prioritize the needs and preferences of customers. He and the leadership team at CircleBlack have established themselves as trusted partners to clients by delivering innovative solutions that address their pain points and drive business outcomes. Prior to joining CircleBlack, Neil was Head of Marketing for North America at Lightspeed (Ticker: LSPD).
In his free time, Neil enjoys traveling and boating with his friends and family.
Chief Technology Officer
Rob has two decades of experience in technology leadership in the fintech space. He brings a wealth of experience delivering technology that helps institutional investors and advisors achieve a client focused outcome. Prior to joining CircleBlack, Rob was a Director at SS&C Eze, where he was a member of the leadership team for both the Execution Management System and cloud-native Eclipse investment management platform.
Outside of work, Rob enjoys surfing east coast novelty waves.
Chief Data Architect
Abhi comes with a strong background in the data space. He has extensive experience in the capital market industry, building performant data warehouses for the reporting purposes for (hedge fund) clients, regulatory, compliance teams and analytics for senior management. Before CircleBlack, Abhi was heading the Data Analytics for Prime Services at Credit Suisse.
Abhi is a foodie and enjoys (experimenting with) cooking for friends and family. Abhi is also involved with livelihood improvement initiatives for the underprivileged.
VP Product Management
Shizu uses her two decades of experience in financial services – the latter half almost entirely in the RIA space – to build products and services that truly deliver value to clients. As someone with front line experience, she can really empathize with clients and strives always to build solutions that make life easier for her clients. Prior to joining CircleBlack, Shizu was a Product Manager at Envestnet | Tamarac and prior to that spent 12 years in various roles at Charles Schwab.
When not at work, Shizu contemplates getting back into running as she explores the best bakeries and pie shops in her homebase of Seattle.
Chief Product Officer
Head of Customer Success
When not helping our customers succeed on CircleBlack, Matt enjoys spending time with his wife and coaching his two boys’ baseball teams.
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