Features Finance

Daniel Macy – Lower

Purchasing a home unleashes an avalanche of confusing data, but Lower, a financial technology lender, is looking to unbury homebuyers with the five, large brightly colored blocks on its website. Each provides visitors with a quick overview of essential information, such as today’s 15-year mortgage and annual percentage rates. Clicking the violet box will connect […]

Dan Gravel – Linear Financial Technologies

It was one complex corporate transaction in February 2021 that Dan Gravel oversaw as legal and compliance boss of Fundation Group, a small-business lender in Reston, Virginia. His employer of six years along with another firm, the OnDeck subsidiary ODX, were selling their assets to assemble Linear Financial Technologies, which provides a digital loan origination […]

Michael Phillips – Alumni Ventures

Say you’re a dentist in a small town in Iowa. You’ve built a successful practice, and now you’re ready to invest some of your earnings. In the past, certain private investments were essentially unavailable to you. But thanks to some forward-thinking venture capital firms, that playing field is growing more level by the year. While […]

Joshua Sidney Hyman – Integrated Financial Holdings

Joshua Sidney Hyman never liked being office-bound as an attorney, but visiting a hemp farm in Kentucky was unusual even for him. Hemp, which is of the same species as cannabis but has a THC level of 0.3 percent or less, was a staple crop from the earliest colonization of the U.S., grown at Mount […]

Amy Madison Luo – Digital Partner

When Amy Madison Luo was at Boston University School of Law, she was walking into Major League Baseball stadiums—think Wrigley Field or Fenway Park—to ensure every announcement broadcast to the stands, radios and even television was properly licensed. That was her role as a domestic and international licensing law student. Her interests shifted, however, when […]

Brodie Swartz – OMERS

His 20-year legal career almost evenly divided between the first half in private practice and the rest with OMERS, the pension plan for Ontario municipal employees, Brodie Swartz describes why he finds the latter responsibility more compelling. “It may sound trite to say, but each day you get up to work for over 500,000 people […]

Emily Bennett – Jackson National Asset Management LLC

Whether its discovering boutique wineries in California’s Napa Valley or vetting mutual fund disclosures, “purpose” is the word Emily Bennett bears in mind. As assistant vice president and deputy general counsel for Jackson National Asset Management LLC, Bennett’s purpose there is helping the company provide retirement solutions. “It’s important to me to know our work […]

David Erich – Exeter Finance

The message was clear from the get-go. You’re as much businessperson as in-house lawyer, David Erich has told himself since joining Exeter Finance as senior vice president and deputy general counsel in May 2012. For almost 10 years, the affable Erich has juggled the business and legal roles, helping his tech-enabled employer that underwrites and […]

April Lindauer – Carta

Landing your dream job during the COVID-19 pandemic isn’t ideal timing. April Lindauer has made the most of it, though, developing her department as the newly promoted general counsel of Carta as of October 2020. Her team has expanded over the past several months and has supported the launch of several new products for startups […]

Tod Reichert – OFS Capital Management LLC

Once an actor, stuntman and theatrical producer, Tod Reichert traded the grind of auditions and eight performances a week for a legal career that’s brought him to OFS Capital Management LLC as its managing director, chief administrative officer and general counsel. And yet, as a legal and operations leader for a fast-paced, high-growth asset management firm, much of Reichert’s work continues […]

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Spring III 2022

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