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 15 years in the financial services industry. 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 advisor business. Prior to joining AccuPoint, Jose was 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 15 years in the financial services industry. 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 advisor business. Prior to joining AccuPoint, Jose was 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.
Chip Miller - Advisory Board Member / Sales, Strategy & Data Advisor
Chip has been in the financial services industry, principally the mutual fund business, for over 45 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 45 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.
Conor Smyth - Advisory Board Member / Strategy & Technology Advisor
Conor has more than 28 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 28 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., where he developed and executed data strategies for a newly formed division. Other roles include Chief Operations Officer / Executive Director for Morgan Stanley Trust, and EVP of Operations for J&W Seligman. Early in his career, Gary held roles selling, wholesaling, marketing and servicing financial products for Dreyfus and Prudential, holding a variety of securities and insurance licenses. 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., where he developed and executed data strategies for a newly formed division. Other roles include Chief Operations Officer / Executive Director for Morgan Stanley Trust, and EVP of Operations for J&W Seligman. Early in his career, Gary held roles selling, wholesaling, marketing and servicing financial products for Dreyfus and Prudential, holding a variety of securities and insurance licenses. 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.
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