Brian has been a practicing investment management professional for nearly twenty years. He is actively involved in client matters, concentrating on providing needed guidance and execution to Investment Managers, Hedge Funds and Fund of Funds, develop product, distribution channels and the operations and infrastructure required to support them. Prior to founding CarbonBased, Brian was a principal at Data Exchange Inc, overseeing the rollout of the industries first integrated and relational portfolio accounting and trade order systems called WinDx & WinDx Trader. He also served on the company’s planning and management committees and in the fall of 1996, the company was sold to Advent Software, Inc. Prior to that he spent 4 years with Lehman Brothers in New York, working under Tom Phelan, as a lead technology equity analyst and as an Associate Portfolio Manager investing for the Lehman Growth & Income Fund with $2.5BB AUM. Brian also served as a Researcher and Developer at Quantitative Analysis Services, Inc. from 1988 through 1991. Mr. Shapiro graduated from New York University’s Executive MBA program, in 1994 earning his Masters in Business Administration. He has at previous periods been a Registered Series 7, 24 & 63 investments principal. |