List of Addepar Executives & Org Chart

Date
November 23, 2024
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Verified
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The leadership team at Addepar is the driving force behind the company's strategic direction and key decision-making. They are committed to aligning every choice with the company's mission, ensuring that each step taken propels Addepar towards its goals.

Bringing together expertise from various fields, this team fosters a culture of innovation and growth. Their collaborative approach not only drives operational excellence but also inspires the entire organization to reach new heights.

1) Eric Poirier

Eric Poirier, the Chief Executive Officer at Addepar, is responsible for steering the company's strategic vision and ensuring its alignment with long-term goals. His leadership is pivotal in driving the company's growth and innovation.

Since joining Addepar in 2013, Poirier has made significant contributions, including enhancing the platform's capabilities and expanding its market reach. He oversees key initiatives that focus on improving client experience and operational efficiency.

With a background in computer science from Columbia University and experience at Palantir Technologies and Lehman Brothers, Poirier brings a wealth of knowledge to Addepar. His expertise in analytics and technology is instrumental in advancing the company's mission. For more details, visit Addepar CEO.

2) Joe Lonsdale

Joe Lonsdale, the Founder and Executive Chairman of the Board at Addepar, is instrumental in guiding the company's strategic vision and long-term goals. His expertise in technology and finance plays a crucial role in driving innovation and operational excellence at Addepar.

With a rich professional background, Lonsdale has founded several successful ventures, including Palantir Technologies and Formation 8. His experience spans various industries, showcasing his versatility and leadership skills. At Addepar, he focuses on enhancing the platform's capabilities and expanding its market reach.

Lonsdale's impact on Addepar is profound, as he continuously seeks to improve client experience and operational efficiency. His leadership and strategic insights are vital in propelling the company towards new heights, ensuring it remains at the forefront of the financial technology sector.

3) Dan Bayer

Dan Bayer, the Chief Services Officer at Addepar, is responsible for overseeing customer service operations and ensuring client satisfaction. His contributions have significantly enhanced the company's service delivery and operational efficiency.

With a career spanning over three decades, Bayer has held leadership roles at various prestigious firms, including Conga, Model N, and Ernst & Young Global Consulting Services. His expertise in professional services and customer relations has been instrumental in driving Addepar's success.

Bayer manages a dedicated team focused on improving client experience and implementing strategic initiatives. His leadership and specialized skills in decision sciences and professional services make him a key asset to Addepar's executive team.

4) Mitchell Bompey

Mitchell Bompey, the General Counsel at Addepar, is responsible for overseeing the company's legal affairs and ensuring compliance with regulatory requirements. His areas of expertise include technology, data protection, and corporate governance.

With a distinguished career that includes leadership roles at Morgan Stanley and Weil, Gotshal & Manges LLP, Bompey brings a wealth of experience to Addepar. He has successfully managed various legal teams and projects, contributing significantly to the company's risk management and strategic initiatives.

5) Don Nilsson

Don Nilsson, the Chief Product Officer at Addepar, is responsible for driving the development and innovation of the company's product offerings. Since joining Addepar in August 2019, Nilsson has played a pivotal role in enhancing the platform's capabilities and ensuring it meets the evolving needs of clients.

Before Addepar, Nilsson had a distinguished career at FactSet Research Systems, Inc., where he served as Senior Vice President and Senior Director of Product Development for over two decades. His extensive background in finance, bolstered by degrees from Villanova University and NYU Stern School of Business, underscores his expertise and leadership in the financial technology sector.

6) Ruchir Swarup

Ruchir Swarup, the Chief Technology Officer at Addepar, is responsible for overseeing the company's technological strategy and ensuring the platform's continuous innovation and scalability. His expertise in technology and engineering drives the development of advanced solutions that meet the evolving needs of clients.

With a career spanning over two decades, Swarup has held significant roles at prestigious firms such as BlackRock, Merrill Lynch, and IBM Global Services. His notable skills in systems architecture and design have been instrumental in leading various high-impact projects and teams, contributing to the success and growth of the organizations he has been part of.

7) Karen Brooks

Karen Brooks serves as the Chief Information Security Officer and VP of Technology Risk at Addepar, where she is responsible for overseeing the company's information security strategy and managing technology risk. Her expertise in technology security and risk management ensures that Addepar's platform remains secure and resilient against evolving threats.

Brooks has a distinguished career spanning over two decades, with significant roles at Symphony.com, BlackRock, JP Morgan Chase, Ernst & Young, and Accenture. Her achievements include leading high-impact security projects and enhancing risk management frameworks, which have been instrumental in safeguarding the organizations she has served.

8) Sally Buchanan

Sally Buchanan, the Chief Human Resources Officer at Addepar, is responsible for overseeing the company's human resources strategy and ensuring a positive workplace culture. Her expertise in people management and organizational development is pivotal in driving Addepar's talent acquisition and retention efforts.

Before joining Addepar in 2018, Buchanan held significant roles at Twitch, Ooyala, and PlayStation, where she led various HR initiatives and teams. Her extensive experience in human resources, spanning over three decades, underscores her ability to manage complex HR functions and contribute to the company's overall success.

Addepar Org Chart

At the top of Addepar's organizational chart is Eric Poirier, the Chief Executive Officer, who steers the company's strategic vision and ensures alignment with long-term goals. Reporting directly to him are key executives, including Joe Lonsdale, the Founder and Executive Chairman of the Board, who provides strategic guidance and long-term vision, and Dan Bayer, the Chief Services Officer, who oversees customer service operations and client satisfaction.

Supporting this leadership are Mitchell Bompey, the General Counsel, responsible for legal affairs and compliance, and Don Nilsson, the Chief Product Officer, who drives product development and innovation. Ruchir Swarup, the Chief Technology Officer, ensures technological strategy and platform scalability, while Karen Brooks, the Chief Information Security Officer, manages information security and technology risk. Sally Buchanan, the Chief Human Resources Officer, oversees human resources strategy and workplace culture, ensuring the alignment of talent with Addepar's mission and values.

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