About Uslearn more
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
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.
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.
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.
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 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 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 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 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.View Open Positions