COMPANY

Leadership

At DriveWealth, we have assembled a team of innovative, experienced, and passionate senior leaders. Their work at DriveWealth is informed by success as entrepreneurs, senior executives from major financial institutions, FINRA regulators, PhDs, tech innovators, and former military officers.

Meet our leadership team

A strong organization is built based on the vision and strength of its leadership team.

Bob founded DriveWealth based on the belief that investing in the US stock market should be accessible globally and could be achieved by combining the right technology, creativity, and financial market wisdom. Over his 30-year career, Bob served as a partner in Tachyon Capital Management, LLC, was a Co-Founder and Co-Chief Executive Officer of TAB Networks, Inc., Co-Founded and was Co-Chief Executive Officer of FX Solutions, LLC, and was also Co-Founder of Financial Labs LLC, which was purchased by Bank of America. Bob earned a Bachelor’s Degree in Biochemistry and an MBA in International Finance from Lehigh University. Bob was also named co-winner of the 2009 Ernst & Young Entrepreneur of the Year award in New Jersey and holds FINRA Series 3, 7, 24, 34, and 63 licenses.

Robert Cortright

Founder and Executive Chair

Naureen Hassan is the Chief Executive Officer. Naureen brings decades of experience driving digital transformation and operational excellence. Before joining DriveWealth, she served as President of UBS Americas, overseeing a $14 billion division with more than 25,000 employees and leading the integration of Credit Suisse. Before UBS, was previously First Vice President and Chief Operating Officer at the Federal Reserve Bank of New York, overseeing operations, technology, finance, and risk management. Earlier in her career, she served as Chief Digital Officer for Morgan Stanley Wealth Management and was Executive Vice President at Charles Schwab, where she led Investor Services segments, served as COO of Schwab Bank. She began her career at McKinsey & Company. Ms. Hassan holds a bachelor’s degree from Princeton University, and a master’s degree in business administration from the Stanford University Graduate School of Business.

Naureen Hassan

Chief Executive Officer

Marcus is the Chief Financial Officer. Marcus most recently served as DriveWealth’s Chief Operating Officer before being promoted to Chief Financial Officer. Marcus joined DriveWealth from GCA Advisors after advising the company on its Series D capital raise in 2021. As an investment banker at GCA Advisors, he executed mergers and acquisitions, capital raising, and other strategic transactions for both public and private companies in the fintech and broader technology sectors. He was also an investment banker on the global mergers and acquisitions team at Barclays Capital where he advised corporations and private sponsors on complex mergers and acquisitions, carve-out, and other transactions. Marcus is a former naval aviator and served as an officer in the United States Navy. Marcus holds an MBA from Columbia Business School and a BS in Economics from the United States Naval Academy.

Marcus Anthony

Chief Financial Officer

Emily Chardac is the Chief People Officer. Emily brings over 15 years of experience leading workforce transformation, scaling high-growth organizations, and preparing innovative companies for IPO. She leads our global talent, culture, and communications. Before joining DriveWealth, Emily was Chief People Officer at OnePay, where she was part of the founding executive team who scaled growth to a $2.5B valuation and multiple product launches. Previously, she served as a Managing Director at Guggenheim Capital, driving global platform consolidation and organizational enablement across multiple businesses. Earlier roles include People Partner Lead at Square and Cash App (now Block), where she architected People Operations through hyper global growth and IPO readiness. Emily has also advised private equity and venture-backed growth stage fintechs. She holds a bachelor’s in business administration and a master’s in international business and human resources from Marquette University.

Emily Chardac

Chief People Officer

Rob is DriveWealth’s Chief Information Officer. Rob previously served as the Head of Technology Strategy, Delivery, and Compliance for the New York Stock Exchange (NYSE). In that capacity, he managed the NYSE’s technology transformation, which included the migration of the NYSE’s five equities markets, two options markets, and two industry market data processors (CTA & OPRA) to NYSE’s Pillar technology platform. He also managed the firm’s technology compliance and governance function, which included the NYSE’s compliance program for SEC Regulation SCI. Prior to joining the NYSE, Rob held consulting roles at Arthur Andersen, LLP where he advised large companies and major brands on technology and information security projects. Rob holds an AB in Economics from the College of the Holy Cross and an MBA from Columbia University.

Robert Corti

Chief Information Officer

Rene is DriveWealth's SVP of Product Delivery. Rene brings decades of experience driving product development, digital transformation, and operational excellence at top-tier financial institutions. Before joining DriveWealth, she was a Managing Director at UBS, where she drove strategic enhancements to the firms’ digital capabilities. Prior to UBS, Rene spent over 20 years at Charles Schwab, where she led profitable innovation across many product areas including deposits, lending, payments and brokerage services. She also led Schwab’s Global Data Office covering data governance, analytics, and AI. Rene is a passionate advocate for workforce diversity, having served on several non profit boards including Professional BusinessWomen of California, JVS San Francisco, and the International Women’s Forum. She holds a Bachelor of Arts in English and Italian and an MBA from the Univeristy of California, Davis.

Rene Kim

SVP, Product Delivery

Barry Metzger is DriveWealth's Chief Brokerage Officer. Barry brings over two decades of executive experience leading large-scale transformation across top financial institutions. Prior to DriveWealth, Mr. Metzger served as Managing Director of Income and Wealth Solutions at Charles Schwab & Co., Inc., where he played a critical role in integrating the complex trading businesses of Schwab and TD Ameritrade. This work significantly strengthened the firm’s competitive position and support structure for both retail and institutional investors. He previously held the role of CEO of optionsXpress, where he was instrumental in driving innovation in digital brokerage and trading platforms. Barry holds a Bachelor's degree from the University of Illinois Urbana-Champaign and an MBA from Northwestern University.

Barry Metzger

Chief Brokerage Officer

Shelly Murphy is Vice President of Partner Services. Shelly previously led the Client Relationship Services team at the NYSE, where she was responsible for effectively solving client challenges across all US-based exchanges and product offerings. She was Vice President of Customer Success for Ascent, a market-leading regulation AI cloud-based platform that automated and managed customer compliance programs, and was Chief of Staff for Uptake, an AI software company where she oversaw daily operations and corporate initiatives. She holds a BA in Management Information Systems from Ohio University.

Shelly Murphy

Vice President, Partner Services

Stephen Nash is Senior Vice President of Sales. Stephen leads the global sales and sales operations teams and is responsible for successfully leading the origination of many of our highest-profile partnerships, including Toss Securities, South Korea's largest digital wallet; Cash App, a leading financial app in the US; and BTG Pactual, Latin America's preeminent investment bank. Prior to DriveWealth, Stephen was an investment banker at TD Cowen, formerly Cowen & Company; Piper Sandler, formerly Piper Jaffray; and Citigroup. Stephen holds a Bachelor of Arts in Economics from Davidson College and actively pursues language learning, most recently acquiring proficiency in Portuguese.

Stephen Nash

Senior Vice President, Sales

John is our Chief Growth Officer responsible for evolving existing Partner relationships by driving deeper client penetration and asset class expansion. John is one of DriveWealth’s original employees and has led the initial creation of our API platform by combining his background in design and technology. He has also worked with our Partners to help them build successful technology solutions for their clients. Prior to DriveWealth, John worked with early-stage startups and VC firms across the US and Europe where he consulted on brand direction, product design, and software architecture. John holds a Series 7 license.

John Shammas

Chief Growth Officer

Aaron Sokasian is the Chief Technology Officer. Aaron co-founded and served as CEO of Financial Labs, which was later acquired by Bank of America. At Bank of America, he led the Quantitative Strategies division. Aaron later co-founded Crypto-Systems, a proprietary trading firm in the digital asset sector, which was acquired by DriveWealth in 2022. Aaron earned a BA in Astrophysics from Cornell University and a PhD in Computational Astrophysics from Harvard University.

Aaron Sokasian

Chief Technology Officer

Harry Temkin is the Chief Digital Officer responsible for engaging with a broad range of DriveWealth’s stakeholders, including prospects, partners, and investors, to transform traditional brokerage capabilities into modern API-first workflows. Harry previously served as Vice President of Seller Experience at eBay, Chief Executive Officer of KnowVera, LLC, a financial software company specializing in proprietary trading, and held numerous executive roles at Thomson Reuters and Bridge Information Systems. Harry served as a Director and Chairman of the Regulatory Oversight Committee of the BATS Stock Exchange from its inception in 2008 through 2015. Harry graduated Cum Laude from Hobart College with a BA in Economics and Mathematics.

Harry Temkin

Chief Digital Officer

Lauren is Head of Operations. Lauren has served as Head of Business Architecture and Change for the Global Finance Division of Morgan Stanley where she played a pivotal role in the execution of the regulatory change agenda for the organization. Over the course of her 24 years at Morgan Stanley, Lauren has held various leadership roles within the Operations, Technology, and Finance Divisions, including leading the historical conversion for the Smith Barney integration where she played an integral role in the creation of the Wealth Management Data Governance Office and the Digital Transformation and Technology Innovation rollout. She also led multiple transformation initiatives. Lauren holds a BS in Accounting and Finance with a minor in Economics from Molloy University.

Lauren Veisz

Head of Operations

Christopher Yamaguchi is General Counsel and Corporate Secretary. Chris also serves as a board member for DriveWealth Lithuania UAB and DriveWealth Singapore Pte Ltd. Chris came to DriveWealth from FINRA where he led examinations of various member firms, large multinational, high-risk member firms, and industry sweep initiatives. Chris earned his JD from Seton Hall University School of Law and his BA in Economics and Classics from Bucknell University.