Management Team
Mark W. Hoffman
Chairman, CEO, and Co-Founder
Mark was CEO and co-founder of Upstream Technologies, a leading portfolio manufacturing and trading solutions provider, which was purchased by Checkfree Investment... More »
Paul R. Samuelson
Chief Investment Officer and Co-Founder
Paul was Chief Investment Officer and co-founder of Upstream Technologies responsible for architecting the investment processes and algorithms for the firm's asset... More »
Michael P. Benedek
President, CFO, and Co-Founder
Michael was the Chief Financial Officer at Upstream Technologies, starting in 2002. Upon the sale of Upstream in May 2007 to CheckFree Investment Services, now... More »
Enis Simsek
Chief Technology Officer
Enis is the Chief Technology Officer at LifeYield and has almost 15 years of experience in software engineering, architecture and management. Prior to LifeYield... More »
Thomas Prior
EVP, Sales
Tom has over 25 years of experience in technology, with particular focus on financial technology. Tom was Head of Sales at Upstream Technologies from 2002 until... More »
Jack Sharry
EVP, Strategic Development
Jack has nearly 30 years experience in financial services holding senior positions in sales, marketing, product development, operations and distribution strategies... More »
Martin Cowley
EVP, Product Development
Martin was EVP, Software Engineering and then CTO of Upstream Technologies, responsible both for the technology and product management of Upstream's portfolio... More »
Ryan Gorer
SVP, User Experience
Ryan has over 10 years of experience producing user interface designs, information architectures, prototypes and functional specifications for software in the financial services... More »
LifeYield ROI™
What People Are Saying
"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."
Chris Davis, President, Money Management Institute