Professional Advisory Board
We work with accomplished finance professionals and ambitious entrepreneurs who engage with our community by sharing experiences and imparting knowledge
James is the President & Founder of Astute Review. Before starting his own business, James served as a Director of Corporate Development for Dover Corporation, where he was responsible for managing M&A and general strategic initiatives within Dover and its businesses, ultimately resulting in 14 transactions representing over $1.5 billion in transaction value. Prior to Dover, James worked in the Economic and Valuation Services practice at KPMG. James holds a BS in Finance and Entrepreneurship from Miami University and an MBA from the Kellogg School of Management. James lives in Chicago, IL with his wife and daughter.
Astute Review checks presentations for formatting and consistency (think spellcheck/Grammarly, but for formatting). After spending years dedicating countless hours to PowerPoint formatting, we had enough. So we created a tool that catches and resolves all those font issues, misaligned bullets, title misplacements, etc. that pull employees into endless busywork.
Jan, CEO and Co-Founder of Toggle, has an acclaimed career in managing global macro strategies. Graduating from Yale University with a degree in Mathematics and Economics, he subsequently studied for a PhD in Economics at Harvard University. Prior to founding Toggle, Jan was co-CIO of Global Macro strategies at Lombard Odier, bringing extensive experience from his experience at Stanley Druckenmiller, Duquesne Capital, and Fortress in Global Macro Portfolio Management.
RJ is Head of Business Development at Toggle. Graduating from the University of Columbia with a degree in Financial Engineering, RJ combines his passion for AI and machine learning with finance. A former Portfolio Manager at Alliance Bernstein, RJ held multiple roles at Kensho including Head of API Services, where he implemented systems and technologies that improved user experience.
Toggle is a cutting-edge financial technology platform building human-centric technology to empower discretionary investors. Their platform breaks down complex and large amounts of data into actionable investment insights every day. Our Technical Analysis team is also powered by Toggle and their platform features in our reports.
Hugo Le Houarner
Hugo is CEO and co-founder of Sealk, an artificial intelligence solution dedicated to facilitate deal sourcing. He is a former M&A banker at Lazard Telecom & Technology Group in Paris and is managing an M&A advisory activity dedicated to the tech & digital sector and to small & very small transactions (Tech Deal Partners). He is also a podcast host at Exitroots, a 30 minutes French-speaking podcast about entrepreneur experience during and after startup exit.
Sealk is an artificial intelligence solution dedicated to facilitate deal sourcing for the M&A, Private Equity and Consulting industries. Sealk recommendation platform allows to identify new investment opportunities, potential targets, buyers or sellers, screen companies or sectors easily thanks to big data and continuous machine learning.
Luke has a background in data and analytics, social impact, tech and strategy.
Prior to founding Ethos in 2019 Luke led strategy engagements with fortune 500 companies with McKinsey & Company for 4 years. He also did significant data and analytics for clients in financial services and other industries.
Prior to consulting Luke co-founded a tech startup while in business school in 2015, grew a startup nonprofit organization from $5k to $100k annual revenue, and measured social impact while working with another nonprofit organization in Minnesota.
Kevin has a professional background that includes real estate, education, and hospitality management. He received his Master's Degree in International Management with a focus on Sustainability and has developed an interest in ESG and Impact Investing. He recently began working with Ethos in a business development role.