Patricia Horotan

Patricia Horotan

CEO & President

A vision brought to life

Skye Hauptman and Patricia Horotan revolutionized the industry when they founded BlueMatrix in 1999. The internet was in its infancy; websites were few and far between; and research publishing was a tedious, manual, and risky process.

The team recognized the web for what it would become—a centralized location for the processing and exchange of information—and how it could be applied to change the way investment research professionals publish insights. Their vision: create the industry standard for research publishing.

More than 20 years later, Patricia Horotan is still at the helm and the company has grown into the gold standard and leading technology ecosystem for the investment research space. We connect the world’s leading asset and wealth managers with nearly 1,000 research firms in more than 50 countries, in addition to serving internal teams across multi-national corporations.

In 2023 BlueMatrix saw a strategic investment from Thoma Bravo, one of the world's leading private equity investment firms. The partnership is a testament to what we've built and will enable us to drive continued innovation to better serve our global clients as we enter this new phase of growth.

Our Values

Committed to clients

Our success is contingent on our relationships. By maintaining close relationships with our clients, some of whom have been with us since the beginning, we are able to provide Individualized solutions that maximize value.

Committed to innovation

Technology isn’t static. Neither are we. The BlueMatrix ecosystem is constantly evolving to apply cutting-edge technologies and tools to address the entire content lifecycle, from creation to application to evaluation.

Committed to the team

Our people are one of our strongest assets, with many faces supporting the brand since its infancy. Located across our international offices, we are close to where we are needed.

Committed to the industry

The investment research market is at our core. We are dedicated to solving problems for an industry constantly bogged down with new ones.

Meet the team driving the brand forward

Mirko Consolascio

Chief Operating Officer
Mirko Consolascio

Mirko brings more than 30 years of experience in strategic planning and operations management from across the global financial services industry. As a leader at BlueMatrix, he leverages his expertise to align the company’s strategic vision and culture with its operational objectives to deliver an excellent client experience. Prior, he managed strategic and operational initiatives at Credit Suisse. A Swiss National, he has an Advanced Federal Diploma of Higher Education in Business Administration from MBSZ School, and several program management methodology certifications.

Bryan North-Clauss

Chief Revenue Officer
Bryan North-Clauss

Bryan leads our revenue organization, including the business development, client relationship management and marketing teams. Most recently, he held the position of Chief Revenue Officer at Truv, after leading AlphaSense's financial services sales division, where he contributed to scaling ARR. Earlier in his career, Bryan held senior roles in Fixed Income Sales at top-tier investment banks such as Deutsche Bank, Morgan Stanley, Citi, and Lehman Brothers. His career began as a founding member of JobDirect.com, a software firm which was acquired by Korn/Ferry. Bryan earned his MBA from Duke University and his BA from Connecticut College.

Ben McFadden

Chief Financial Officer
BEN McFadden

Ben brings more than 15 years of enterprise software strategic finance expertise. He was previously Head of Finance at Nintex, a global automation software leader, and Revalize, a quote-to-cash provider for manufacturing. His prior experience includes five years as a sell-side equity research analyst at Keybanc Capital Markets focused on infrastructure software. He has a bachelors degree from Saint Louis University and is a Chartered Financial Analyst (CFA) member since 2010

Andrei Gudiu

Chief Technology Officer
Andrei Gudiu

Andrei brings an innovative vision and passion for automation to his role leading the global technology team. Since joining 10 years ago as a network engineer, he has been a key player in managing the software development for the company’s core product line, with a focus on improving security and stability. Before BlueMatrix, Andrei taught at the Politehnica University of Timișoara for nearly a decade.

Steve McNally

Head of Product Management
Steve McNally

Steve is an experienced product leader who specializes in driving the company's vision and innovation roadmap. He focuses on collaboration between the company and the client, with cross-functional partners to deliver results. Some of Steve's specialties are multi-platform, multi-channel experience, product development strategy, client engagement, and thinking outside the box. He is also known by many as the "V4 Guru."

Ana Ciubancan

Director of Digital Design
Ana Ciubancan

Ana leads the design team, ensuring our systems correspond closely to the evolving needs of our clients. She joined the company in 2002 as the first support specialist, and has since taken a leading role in developing our stylesheet support and company-specific templates for investment research authoring and consumption. She works individually with clients to ensure BlueMatrix solutions are tailored to their particular needs.

Florin Șule

Head of PMO & General Director
Florin Sule

Leading the Program Management Office, Florin is responsible for the efficient execution and management of all our enterprise-level initiatives, as well as running our European R&D operations. As an accomplished developer, he has dedicated more than half of his 20+ year career in technology to the growth of the BlueMatrix tech team and its capabilities. Florin has a Computer Science degree from Politehnica University of Timișoara

Sam Dolan

Head of Client Technical Solutions
Sam Dolan

As Head of Client Technical Solutions, Sam is responsible for making sure that any issues encountered by clients are dealt with in a timely, efficient manner. Sam has been with BlueMatrix since 2008 and in that time has worked directly with most clients as well as working on multiple rollouts. She shares this knowledge with a team of Solutions Agents and Site Reliability Engineers to give our client partners the most positive experience whenever they reach out to us.

Brittany Miller

Head of Human Resources
Brittany Miller

Leading the Human Resources functions at BlueMatrix, Brittany is responsible for the people management and the department operations to support the organization current policies, and procedures, as well as future initiatives and administration. Brittany joined BlueMatrix with a vast portfolio of experience in HR leadership including fortune 500 companies to start-ups within hospitality, retail, property management, and most recently healthcare. She also holds a Master of Human Resources and Employment Relations from Pennsylvania State University.

New York

Durham

London

Romania

Life at BlueMatrix

There is a reason many of our team members have spent the majority of their career at BlueMatrix. Each day presents new growth opportunities and new challenges that inspire out-of-the-box insight.

Despite 20 years of business, we operate as a start-up in many ways with a strong focus on innovation and collaboration. Our needs are constantly evolving. If you are interested in learning more about open positions, visit our LinkedIn or email us.

Insights, News & Events

Company News

BlueMatrix Joins The Quoted Companies Alliance

 
Company News

Thoma Bravo Makes Strategic Investment in BlueMatrix

 
Company News

The Conversation at Unbundling Uncovered