CapmetricaWealth & Advisory

About us / Leadership Team

Executive judgment, grounded in financial services practice.

Our leadership team combines direct operating experience inside wealth management and banking with deep technology and AI delivery expertise.

Managing Partner & Chief Executive

Office of the CEO

Sets Capmetrica's strategic direction across advisory, technology, and AI practices, with two decades of experience leading transformation programs for global wealth managers and banks.

Focus: Enterprise strategy and client relationships

Chief Technology Officer

Technology & Engineering

Oversees Capmetrica's cloud, engineering, and AI infrastructure practice, with deep expertise architecting Microsoft Azure and Dynamics 365 solutions for regulated institutions.

Focus: Cloud architecture and platform engineering

Chief AI Officer

AI Infused Practice

Leads Capmetrica's AI strategy and delivery, guiding institutions through responsible adoption of agentic AI, Copilot, and Azure AI Foundry capability.

Focus: AI strategy, governance, and delivery

Head of Wealth & Banking Advisory

Advisory Practice

Brings direct operating experience from senior roles inside private banking and wealth management, grounding Capmetrica's advisory recommendations in practitioner reality.

Focus: Wealth management and banking domain strategy

Chief Risk & Compliance Officer

Governance & Risk

Ensures every Capmetrica engagement and internal practice meets the governance, privacy, and regulatory standards expected of financial services partners.

Focus: Risk, compliance, and data governance

Head of Client Experience & Design

Product & Experience Practice

Leads the design of advisory and banking digital experiences, translating complex financial workflows into interfaces advisors and clients trust.

Focus: Product strategy and experience design

Interested in meeting our leadership team?

Contact us to arrange a conversation about your institution's priorities.