Co-founder & President
Co-founder & CEO
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, 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.
Now, 20 years later, with the duo still at the helm, 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.
Prior to founding BlueMatrix, Skye and Patricia worked in technology development positions at CIBC, Goldman Sachs, Merrill Lynch, Millennium Partners and UBS. Skye is based in London, overseeing BlueMatrix’s European operations. Patricia is based in New York, overseeing US and global operations.
Meet the team driving the brand forward
Chief Operating Officer
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.
Head of Business Development
Simon leads the global business development and sales team with 30 years of experience in the financial services industry. Prior, he ran the emerging market equity sales desks at ING and UBS, and was a Principal at the research technology company, Lusight Research. Simon is an independent director of several international funds at Polygon Global Partners, and holds an MBA and BA from Durham University in the UK.
Tara Tripoli Umstead
Chief Client Officer
As the head of operations and client services, Tara leads the account management and support teams to oversee our growing global client base. She has been central to building client relationships and internal management since joining BlueMatrix as the first account manager in 2002. Tara holds a BSc in Communication and Media from Penn State University and spends her free time volunteering with The Children’s Heart Foundation.
Chief Technology Officer
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.
Daniel Faltyn, Jr.
Chief Information Security Officer
Dan leads our Information Security and Risk Management initiatives, ensuring the highest level of protection around our enterprise systems and infrastructure. He brings two decades of experience in the design and architecture of enterprise applications and security solutions for highly sensitive data, as well as a deep understanding of financial services from his work at JP Morgan Chase and Goldman Sachs, where he co-developed two patented security and design patterns. Dan has a Master of Science in Computer Science from Columbia University.
Head of Product Management
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."
Head of Strategy
Prior to joining BlueMatrix in 2016, Paul worked at Credit Suisse, Citigroup, IPREO, and Dealogic. In his current role, he is responsible for working with clients to understand and anticipate their product strategy; align it with BlueMatrix's product roadmap; and manage the execution and delivery of key client initiatives via collaboration across BlueMatrix's internal teams.
Director of Digital Design
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.
Head of PMO & General Director
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
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.