AlphaSquare
Team & Governance

The people and principles behind AlphaSquare.

We are structured like an institution — with independent committees, documented governance, and dedicated risk, compliance, research and technology teams.

Mission

To give investors everywhere access to professionally managed, institutional-grade portfolios through a platform they can trust, verify and understand — without giving up transparency, security or control.

Vision

To become the most transparent asset and wealth management platform in the world — where every result is provable, every process is governed, and every investor is treated like a private banking client.

Executive Leadership

The senior team accountable for strategy, performance and stewardship.

AV
Adrian Vale
Chief Executive Officer

20+ years in global asset management and capital markets.

PN
Priya Nair
Chief Investment Officer

Former multi-asset PM; leads strategy and allocation.

MR
Marcus Reinhardt
Chief Financial Officer

Institutional finance and fund operations.

SA
Sofia Alvarez
Chief Risk Officer

Enterprise risk, liquidity and stress frameworks.

DO
Daniel Okoye
Chief Technology Officer

Ledger infrastructure and platform engineering.

HL
Hannah Lee
Chief Compliance Officer

Global regulatory, AML and KYC programs.

Investment Committee

Sets allocation policy and approves strategy mandates.

PN
Priya Nair
Chair · CIO

Sets asset-allocation policy and strategy mandates.

JW
James Whitfield
Head of Multi-Asset

Portfolio construction and rebalancing discipline.

YT
Yuki Tanaka
Head of Fixed Income

Duration, credit and income strategies.

EP
Elena Petrova
Head of Macro

Global macro and tactical positioning.

Risk Committee

Independent oversight of market, liquidity and operational risk.

SA
Sofia Alvarez
Chair · CRO

Owns the risk limits and escalation framework.

DC
David Chen
Head of Market Risk

VaR, stress testing and scenario analysis.

AD
Amara Diallo
Head of Liquidity Risk

Funding, redemption and cash-flow risk.

TB
Thomas Berg
Independent Risk Member

External oversight of risk decisions.

Advisory Board

External advisors on economics, regulation and technology.

DH
Dr. Helena Ross
Former Central Bank Economist

Monetary policy and macro guidance.

RM
Rajesh Malhotra
Ex-Global Bank COO

Operations and institutional scaling.

CD
Claire Dubois
Securities Law Counsel

Cross-border regulatory strategy.

KW
Kenji Watanabe
Technology Investor

Fintech infrastructure and security.

Compliance Team

Regulatory, AML and KYC programs across every market we serve.

HL
Hannah Lee
Chief Compliance Officer

Program ownership and regulator engagement.

OH
Omar Haddad
Head of AML

Transaction monitoring and sanctions screening.

GM
Grace Miller
Head of KYC

Onboarding, identity and verification standards.

Research Team

Macro, quantitative and cross-asset research that informs decisions.

EP
Elena Petrova
Head of Research

Macro, market intelligence and thematic work.

NB
Noah Bennett
Quantitative Research

Factor models and portfolio analytics.

AR
Aisha Rahman
Equity & Commodities

Sector, gold and cross-asset research.

Technology Team

The engineers behind the ledger, platform and security.

DO
Daniel Okoye
Chief Technology Officer

Architecture and platform reliability.

LN
Lena Novak
Head of Platform

Ledger, wallets and real-time systems.

CM
Carlos Mendes
Head of Security Engineering

Encryption, access and infrastructure defense.

Corporate Governance

Board Oversight

An independent board sets strategy and holds management accountable to investors.

Segregation of Duties

Investment, risk, compliance and operations are separated with clear escalation paths.

Documented Policies

Investment, risk, valuation and conflict-of-interest policies are formally maintained.

Independent Assurance

Internal and third-party reviews validate controls and reported results.

Company Timeline

2021Founded

AlphaSquare established with an institutional-grade ledger at its core.

2022First strategies live

Multi-asset and income mandates launched to early investors.

2023Global expansion

Multi-currency support and cross-border onboarding introduced.

2024Independent audits

Third-party performance and controls assurance established.

2025$2.4B AUM

Crossed 41,000 verified investors across 40+ countries.

2026Private banking suite

Premium client portal, research portal and institutional reporting.

Office Locations

Singapore
APAC Headquarters

Investment & operations hub.

London
EMEA

Research and institutional coverage.

Dubai
Middle East

Private client relationships.

New York
Americas

Markets and macro desk.

Join the team Trust & transparency