LinkedInMark W. Hoffman
Chairman, CEO and Co-Founder
Mark’s career as a financial software engineer, innovator and industry leader is defined by these principles: Automation to deliver financial advice at scale, and better investing practices with secure retirement income for investors of all income levels.
From his start in the asset management industry, Mark co-founded Lattice Trading, an automated trading platform acquired by State Street Global.
His next venture with LifeYield co-founder Paul Samuelson was Upstream Technologies, where they created the first scalable, tax-smart unified managed account (UMA) platform. It was acquired by CheckFree Investment Services, now InvestCloud.
A native Wisconsinite and graduate of the University of Wisconsin, Mark is a loyal Green Bay Packers fan. He traded the Great Lakes for the Atlantic Ocean, where he loves to be on the water and enjoy the knowledge learned by earning a USCG navigation license.
LinkedInPaul R. Samuelson
Chief Investment Officer and Co-Founder
Paul comes from an extended family of prominent economists and advisors to presidents. He carries on the Samuelson tradition, writing the complex algorithms at the core of LifeYield technology that empowers financial advisors and firms to minimize clients’ taxes and maximize their retirement income.
Paul’s career includes roles as chief investment officer at PanAgora Investment Management and before that as a leader, consultant and partner at investment companies including Hagler, Mastrovita and Hewitt; Colonial Management Associates; and Acadian Financial Management.
With LifeYield co-founder Mark Hoffman, he started Upstream Technologies, where he was the architect of the investment processes and algorithms for the firm’s pioneering unified managed account (UMA) technology.
Paul is a Phi Beta Kappa and cum laude graduate of Williams College and holds a Ph.D. in finance and M.S.M. from the Massachusetts Institute of Technology. Paul loves to sail, golf, run, swim and row. He gets around town (always wearing a helmet) on Boston’s Bluebike shared bikes.
President, CFO and Co-Founder
Michael co-founded LifeYield with longtime collaborators Mark Hoffman and Paul R. Samuelson out of a belief that the future of financial advice needed a comprehensive, tax-smart, automated and scalable approach to wealth accumulation and retirement income.
Michael began his career in investment banking before moving onto CFO and other leadership roles at Collectsafe, a developer of web-based, anti-fraud technology; Upstream Technologies, creator of the first tax-smart separately managed account (SMA) platform; and CheckFree Investment Services, now InvestCloud, after it acquired Upstream.
A graduate of Vassar College and the Boston College School of Law, Michael is a member of the New York and Massachusetts bar associations. He’s hiked the Alps and other challenging terrains in the United States and Europe. He’s also an avid (albeit average!) golfer and one of only two of the office’s Yankees fans.
Chief Technology Officer
Enis has over 25 years of experience in software engineering, architecture, and technology management. Prior to LifeYield, Enis spent eight years at AIR Worldwide where he was AVP and Software Engineering Director responsible for leading the development of the company’s flagship natural and man-made catastrophe risk analysis software for insurers, reinsurers and financial markets. In 2003 Enis and partners formed Pagos Inc. to produce rating and quoting software for leading U.S. group healthcare insurance providers. Prior to 2000, Enis was a technical manager at Farmakom A.S. where he was responsible for building that company’s proprietary network connecting pharmaceutical warehouses and pharmacies, as well as the software that facilitates transactions on the network. Enis holds a B.S. in Physics from Middle East Technical University in Ankara, Turkey.
Chief Product Officer
Martin is a product and technology leader with over 30 years of experience in the fintech space both in the US and the UK, specializing in investment management. As Chief Product Officer at LifeYield, Martin oversees product strategy spanning portfolio rebalancing, tax optimization, and retirement income to address a wide range of client needs via LifeYield’s API-first product suite.
Prior to joining LifeYield in 2009, Martin was Chief Technology Officer at Upstream Technologies – an early leader in Separately Managed Account (SMA) and Unified Managed Account (UMA) technology – with an emphasis on rebalancing and risk-based optimization, culminating in Upstream’s acquisition by CheckFree Investment Services (later part of Fiserv, and now part of InvestCloud).
Martin holds a Bachelor’s degree in Computer Systems Engineering and a Master’s degree in Computing Science, both from the University of East Anglia in Norwich, UK. Outside of work, Martin freelances as a bass/baritone, plays classical guitar, is an avid runner, and a 3rd-degree black belt in karate.
EVP, Chief Growth Officer
Jack Sharry has been an “influencer” long before Instagram and TikTok.
Over his distinguished career, he is in daily contact with innovators, leaders, and disruptors who share his passion for combining human and digital advice so consumers achieve financial independence, advisors become more productive, and firms thrive.
Jack is EVP and Chief Growth Officer at LifeYield, a technology company with comprehensive solutions that implement and coordinate tax-efficient investing and tax-smart retirement income planning, including optimizing Social Security benefits.
Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. He contributes to numerous industry boards, publications, and organizations, where he advocates for practices and technology that advances:
- Wider access to financial advice through the convergence of wealth management and workplace benefits.
- Better investor outcomes through comprehensive, household-level financial planning and wealth management.
- Individual retirement security through tax-efficient decumulation planning, Social Security optimization, and annuities.
Jack hosts one of the industry’s most popular podcasts, WealthTech on Deck, which has attracted over 12,000 listeners and 28,000 downloads. He also writes regularly for Financial Advisor and Investment News, and is the author of the book Authentic and Ethical Persuasion.
Jack is an active volunteer, mentor, and board member, serving as president of the board of Hale Education in suburban Boston and as a guest lecturer at Babson College.
EVP, Enterprise Sales
Harry’s a fierce hockey player and coach, so he knows where the puck is headed – straight toward automated, scalable tax-efficient financial planning, asset management, and maximizing retirement income.
Harry began his career in wholesaling for John Hancock before pivoting to financial technology. At Linedata, he ran business development efforts for its fund services team. Earlier roles included leadership positions at Infinata and Financial Engines, where he helped pioneer robo-advisor sales.
Harry played hockey at SUNY Cortland while earning a bachelor’s degree in economics. Today he’s a dedicated coach of his two sons’ hockey teams. A Bostonian through and through, he rides a scooter to work at LifeYield’s downtown office.
SVP, Product Delivery and Integrations
Denis has over 30 years of financial services experience, which he puts to work at LifeYield every day. Currently, Denis is the SVP of Product Delivery, Operations, and Integrations at LifeYield, where he’s responsible for leading the teams responsible for creating and releasing our technology to our large enterprise clients.
Denis is a coveted boomerang employee, having re-joined LifeYield in 2018 after previously departing in 2015 to lead Global Support and Operations at Fidessa. Before LifeYield, Denis worked as Vice President of Investment Management Group at Rockland Trust Company.
After spending time in his career as both a financial advisor and on building next-gen financial technology, Denis has formed a unique approach to helping clients create and deliver sophisticated technology solutions to complex industry problems.
Denis holds a bachelor’s in economics from College of the Holy Cross. In his free time, he enjoys cultivating and maintaining his family farm in Sterling, MA, and spending time with his wife, kids, and dog.
SVP, Enterprise Sales & Relationships
Jeff is a road warrior thrilled to return to in-person meetings with the firms and advisors with whom he’s developed trusting and productive relationships.
Jeff helped launch LifeYield’s direct-to-advisor business, which includes Social Security+, the LifeYield API-based tool for optimizing Social Security benefits, and now he also demonstrates the benefits of our other solutions for tax efficiency and retirement income maximization.
Before LifeYield, Jeff worked at MoneyGuidePro and Advizr, helping firms understand the benefits of technology and financial planning. His experience includes leadership and development positions at The Hartford, ING, MetLife, and AIG.
A runner and Yankees fan (we don’t hold that against him), Jeff is also the avid sports dad of two teenage children.
A digital marketing native, Matt relentlessly uses marketing strategy, content creation, and social media to build relationships and create growth opportunities for LifeYield and its customers.
Matt joined LifeYield from prior digital marketing roles at Putnam Investments, Salary.com, CA Technologies, and other prominent tech companies. He holds a BBA in marketing from UMass Amherst, where he graduated cum laude.
Matt is engaged to a nurse and true hero, a proud Boston sports fan, an avid soccer player and coach, and a dog dad to an adorable puppy named Maui.
Connect with Matt on LinkedIn for his perspective on digital marketing, fintech, wealth creation for millennials, and more.
VP, Product Development
Savitha brings innovative thinking and deep knowledge of LifeYield’s products and software development methodologies to her role. Driven by challenge and learning, Savitha has an outstanding ability to lead, mentor, coach, and contribute to multicultural teams.
Savitha began her work at LifeYield as a senior quality assurance engineer over 14 years ago as one of LifeYield’s first hires. She led testing for many years before her promotion to vice president of product development.
Before joining LifeYield, Savitha consulted as an SQA engineer at American Student Assistance, where she worked on software automation. She holds a bachelor’s degree in computer applications and an M.Sc. in information systems from Osmania University, Hyderabad, India.
She likes organizing seasonal office events (her all-time favorite activity is engaging colleagues in an annual “Yankee swap” in December). In her free time, she enjoys cooking Indian food for her family, volunteering, and watching basketball games and movies with her son.
VP, Product Development
Walt began his career as a software engineer and has over 25 years of experience designing and building software applications, mainly in the investment management technology industry.
At LifeYield, Walt’s extensive background in fintech and software engineering helps to take complex client ideas and turn them into product innovations, ultimately translating them into technical designs for LifeYield’s engineering teams.
Formerly, Walt was director of software development at Upstream Technologies, an early leader in unified managed account (UMA) technology. After the firm was sold to CheckFree Investment Services (now InvestCloud), Walt managed a large, multi-location organization of software development teams.
Walt holds a B.S. in computer science from Kent State University. In his free time, a husband of 30 years and father of two in Ohio, Walt enjoys golfing, following Cleveland sports, chasing rare bourbon, and spending time with family and friends.