Our team members are instrumental to the success of our firm. Their experience, guidance and vision drive AccuPoint Solutions as we continue to offer unique and value added information solutions to the industry.
Jose Abreu - Chief Technology Officer / Principal
Jose has been in the financial services industry since graduating college in 2007. Starting his career at Discovery Data, Jose has progressed from Database Programmer to Senior Developer while working for several data providers. While at Discovery Data, Jose was involved in many of the technical processes of their insurance and registered representative business. More recently, Jose has been a Senior Developer with Martindale-Hubbell, working on data processes, APIs, and employee platforms. Jose is well versed in today's latest programming languages, programming tools and databases.
Jose graduated from DeVry University with a Bachelor of Science in Computer Information Systems and completed IT Certification Training at New Horizons Computer Learning Center.
Jose has been in the financial services industry since graduating college in 2007. Starting his career at Discovery Data, Jose has progressed from Database Programmer to Senior Developer while working for several data providers. While at Discovery Data, Jose was involved in many of the technical processes of their insurance and registered representative business. More recently, Jose has been a Senior Developer with Martindale-Hubbell, working on data processes, APIs, and employee platforms. Jose is well versed in today's latest programming languages, programming tools and databases.
Jose graduated from DeVry University with a Bachelor of Science in Computer Information Systems and completed IT Certification Training at New Horizons Computer Learning Center.
Ed Carlson - Advisory Board Member / Principal
Ed has over 40 years of experience in the financial services industry. Most recently, Ed moved from Discovery Database to Meridian-IQ, where he spent a combined eight years designing and implementing data acquisition and distribution strategies. Ed is a subject matter expert in aggregating and cleansing information for multiple distribution channels, with a particular expertise in the insurance space. Prior to his "second act", Ed used the combination of his technical and analytical skills to lead teams in a variety of positions before retiring from a 30 year career at JP Morgan.
Ed is a proud member of the U.S. Armed Forces (retired), having served as an Engineman 3rd Class (Submarine Service) at the United States Navy in the 1960's. Ed graduated from Monmouth University, summa cum laude, with a Bachelor of Arts in Anthropology as well as a Masters of Liberal Arts.
Ed has over 40 years of experience in the financial services industry. Most recently, Ed moved from Discovery Database to Meridian-IQ, where he spent a combined eight years designing and implementing data acquisition and distribution strategies. Ed is a subject matter expert in aggregating and cleansing information for multiple distribution channels, with a particular expertise in the insurance space. Prior to his "second act", Ed used the combination of his technical and analytical skills to lead teams in a variety of positions before retiring from a 30 year career at JP Morgan.
Ed is a proud member of the U.S. Armed Forces (retired), having served as an Engineman 3rd Class (Submarine Service) at the United States Navy in the 1960's. Ed graduated from Monmouth University, summa cum laude, with a Bachelor of Arts in Anthropology as well as a Masters of Liberal Arts.
Chip Miller - Advisory Board Member / Sales, Strategy & Data Advisor
Chip has been in the financial services industry, principally the mutual fund business, for over 40 years. He is currently an independent trustee for the Investment Managers Series Trust, a mutual fund family which consists of 25 different asset management companies that manage 75 mutual funds. He was formerly a founder and senior executive of Access Data Corp., now a Broadridge Company. Access Data's technology products provide mutual fund manufacturers and distributors a platform for acquiring and managing asset and sales data that is essential to their growth and client servicing needs. Prior to Access Data, Chip served in senior executive roles at Federated Investors and PFPC (now BNY/Mellon), as well as in various international banking assignments in the United States and abroad with Bank of America.
Chip is a graduate of Providence College and of Arizona State University's Thunderbird School of Global Management.
Chip has been in the financial services industry, principally the mutual fund business, for over 40 years. He is currently an independent trustee for the Investment Managers Series Trust, a mutual fund family which consists of 25 different asset management companies that manage 75 mutual funds. He was formerly a founder and senior executive of Access Data Corp., now a Broadridge Company. Access Data's technology products provide mutual fund manufacturers and distributors a platform for acquiring and managing asset and sales data that is essential to their growth and client servicing needs. Prior to Access Data, Chip served in senior executive roles at Federated Investors and PFPC (now BNY/Mellon), as well as in various international banking assignments in the United States and abroad with Bank of America.
Chip is a graduate of Providence College and of Arizona State University's Thunderbird School of Global Management.
Ashley Oldakowski - Director, Creative and Marketing
Ashley began working in graphic design even before graduating college, starting her career while still at Rowan University for the University’s recreation center. This experience helped land Ashley a position as a graphic designer at Fox Business News, where she designs graphics and animation for both live and taped shows that are broadcast across their network. Ashley also works freelance design for firms and individuals, creating corporate logos, marketing materials, and presentations.
Ashley has a Bachelor of Fine Arts in Graphic Design from Rowan University.
Ashley began working in graphic design even before graduating college, starting her career while still at Rowan University for the University’s recreation center. This experience helped land Ashley a position as a graphic designer at Fox Business News, where she designs graphics and animation for both live and taped shows that are broadcast across their network. Ashley also works freelance design for firms and individuals, creating corporate logos, marketing materials, and presentations.
Ashley has a Bachelor of Fine Arts in Graphic Design from Rowan University.
Conor Smyth - Advisory Board Member / Strategy & Technology Advisor
Conor has more than 22 years of experience in the financial services and technology sectors worldwide. He is a principal at MoneyMate, specialists in fund data technology, who work with stakeholders across the investment life cycle to achieve better access to data. Currently, Conor works with large investment management companies delivering strategic initiatives.
Conor has an Honours Degree in Electronic Engineering from University College Dublin, and a Masters in Sales Management from Dublin Institute of Technology.
Conor has more than 22 years of experience in the financial services and technology sectors worldwide. He is a principal at MoneyMate, specialists in fund data technology, who work with stakeholders across the investment life cycle to achieve better access to data. Currently, Conor works with large investment management companies delivering strategic initiatives.
Conor has an Honours Degree in Electronic Engineering from University College Dublin, and a Masters in Sales Management from Dublin Institute of Technology.
Gary Weber - Founder, President & CEO
Gary is a senior executive with 30 years in the financial services industry, having obtained diverse experience with firms developing, marketing, selling and servicing a wide array of financial products and services. Prior to founding AccuPoint Solutions, Gary's roles included SVP, Strategy & Business Development for Broadridge Financial Solutions, Inc., Chief Operations Officer / Executive Director for Morgan Stanley Trust, and EVP of Operations for J&W Seligman. Gary has also held roles selling, wholesaling, marketing and servicing financial products for Dreyfus and Prudential, holding a variety of securities and insurance licenses along the way. These products include mutual funds, hedge funds, fund of funds, ETF's, alternative products, insurance products and individual securities. Recently, Gary was immersed in executing a "Data Strategy" while at Broadridge (a third party technology solutions provider), leading to key strategic acquisitions (most notably, Access Data Corp.) and the design, development and launch of Schwab Asset Intelligence, an industry leading portal providing clients with unprecedented data transparency. Having used, developed and supported data products and strategies within the financial services industry has positioned Gary well to lead AccuPoint Solutions.
Gary has a Bachelor of Science in Business Administration from Seton Hall University and a Juris Doctor from Seton Hall University School of Law.
Gary is a senior executive with 30 years in the financial services industry, having obtained diverse experience with firms developing, marketing, selling and servicing a wide array of financial products and services. Prior to founding AccuPoint Solutions, Gary's roles included SVP, Strategy & Business Development for Broadridge Financial Solutions, Inc., Chief Operations Officer / Executive Director for Morgan Stanley Trust, and EVP of Operations for J&W Seligman. Gary has also held roles selling, wholesaling, marketing and servicing financial products for Dreyfus and Prudential, holding a variety of securities and insurance licenses along the way. These products include mutual funds, hedge funds, fund of funds, ETF's, alternative products, insurance products and individual securities. Recently, Gary was immersed in executing a "Data Strategy" while at Broadridge (a third party technology solutions provider), leading to key strategic acquisitions (most notably, Access Data Corp.) and the design, development and launch of Schwab Asset Intelligence, an industry leading portal providing clients with unprecedented data transparency. Having used, developed and supported data products and strategies within the financial services industry has positioned Gary well to lead AccuPoint Solutions.
Gary has a Bachelor of Science in Business Administration from Seton Hall University and a Juris Doctor from Seton Hall University School of Law.