About Us

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The best financial outcomes occur when innovation meets expertise.

Our founders, David and Katie, experienced firsthand the opportunities and frustrations that come along with managing their own cross-border finances and startup equity. They realized the value of expert advice for complex financial situations, and wanted to use technology to enhance the traditional wealth management experience.

Our Leadership Team

David Snider

Chief Executive Officer

David was Chief Operating Officer and Chief Financial Officer at Compass. He completed $3 billion in transactions at Bain Capital private equity and is the author of Money Makers: Inside the New World of Finance and Business. David has an AB from Duke University and an MBA from Harvard Business School.

Katie Prentke English

Chief Marketing Officer

Katie was Chief Marketing Officer at Nutmeg, a leading Digital Wealth Manager in Europe, and was previously Director of Digital Acquisition at American Express UK, and a Global Investment Adviser at JP Morgan Private Bank. Katie has a BA from Princeton University and MBA from Harvard Business School.

Dwight Clancy

Head of Product

Dwight was VP of Product at Addepar, where he led the development of their financial data platform and portfolio analytics, client communication and reporting products. Prior to that, he built products for institutional investors at Glass Lewis. Dwight has a BA from the University of California, San Diego.

Michelle Tran

Business Development Advisor

Michelle is the founder of NYC Fintech Women and brings professional experience as Vice President, Digital Wealth, for BlackRock and Director of Digital Wealth Sales at Apex Clearing. Michelle has a BA from the University of California, Santa Cruz.

Our Investors

Josh Wolfe

Managing Partner, 
Lux Capital

Marc Benioff

Chairman & CEO, Salesforce

Edith Cooper

Senior Director, Goldman Sachs

Ori Allon

Founder & Exec 
Chairman, Compass

Umang Dua & Oisin Hanrahan

Founders, Handy

These are investors in Multiplier Inc. and not clients of Harness Wealth Advisers LLC.

Experience and expertise underpin everything

The Harness Wealth Council is a group of accomplished executives, academics, and policy-makers. Their collective experience forms the basis of our screening process for our firms and helps us stay ahead of the the curve to meet your needs.

Robert Bradley

Robert is Chief Executive Officer of Ekahi Aloha LLC, a large single family office, overseeing all aspects of the organization’s investments and operations. He began his career in the tax practice at Price Waterhouse and has over 25 years of professional experience working with ultra-high-net-worth families.

Maliz Beams

Maliz is the former CEO of two of the four largest U.S. retirement investment platforms. She ran Voya Financial Retirement Solutions (Formerly ING US) with $480 billion in assets serving 48,000 institutions and 15 million customers and was previously President and CEO of TIAA-CREF Individual and Institutional Services.

John Koskinen

John was the Commissioner of the IRS from 2013 to 2017. He previously served as the non-executive chairman of Freddie Mac from 2008 to 2012 and as acting Chief Executive Officer in 2009. John has been President of the U.S. Soccer Foundation, Deputy Mayor and City Administrator of Washington D.C.

Luis M. Viceira

Luis is the George E. Bates Professor and Senior Associate Dean for Executive Education at Harvard Business School. He is a Research Associate at the National Bureau of Economic Research.

Edith Cooper

Edith is a Senior Director at Goldman Sachs and previously served as Executive Vice President and Head of Global Human Capital Management. She is a member of the Board of Directors of Slack, Etsy, The Museum of Modern Art, Northwestern University and Mt. Sinai Hospital.

Our Council does not provide investment advice to clients.

Be part of the Harness Wealth team

Excellence starts with the right team – if you share our vision, we’d love to learn from you. We’re always eager to connect with smart, talented individuals who can help us to drive the business forward.

The Harness Commitment to Diversity and Inclusion

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