People - MARCH 11, 2024

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Opto Investments makes new appointments

by Andrea Zander

Opto Investments has made several new appointments.

Jake Miller, co-founder, has been named chief solutions officer. Miller spearheads initiatives aimed at enhancing Opto's RIA partnerships and integrating institutional-quality investment techniques and programs into its platform. Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates, where he continued to build on his expertise in alternative investments.

Assuming the role of chief technology officer, Matt Reed, a co-founder at Opto who leads its engineering efforts, is instrumental in upholding the company's tech-first approach. As a CFA charterholder and engineer, Reed is skilled in both investment management and software development. With more than 14 years of experience in building financial adviser software, featuring technology leadership positions at Addepar and Strategic Global Advisors, Reed is well positioned to drive innovation in this domain.

Alongside thes

Forgot your username or password?