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.

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.

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.