At Lumesis, we strive to enhance our clients' success by providing relevant and timely information, data and analytical tools that enrich their analysis and decision-making.
Our experienced professionals bring a unique set of skills in credit analysis, portfolio management, finance, banking and law. Lumesis combines these disciplines with a talented team of developers to generate cutting-edge tools for use by portfolio managers, credit analysts, risk managers, legal and compliance professionals, financial advisors, academia and other industry professionals to deliver timely data, robust visualization and analytical tools and time-sensitive notifications for the fixed income marketplace.
Gregg L. Bienstock, Esq., CEO and Co-Founder
Before co-founding Lumesis, Gregg spent more than thirteen years with Ambac Financial Group where, most recently, he was responsible for Strategic Initiatives and previously served as Chief Administrative Officer and Employment Counsel responsible for global Technology, Employment Law, Corporate Governance and Compliance, ERISA, Human Resources, Marketing and Administration. Prior to joining Ambac, he served as a Director of Human Resources for Bristol-Myers Squibb. From 1993 through February 1996, he was an associate in the Labor and Employment Law Department of Proskauer Rose, LLP and from 1992 through September 1993 he was an Assistant Deputy General Counsel for the Mayor’s Office of Labor Relations for the City of New York.
Gregg is a 1991 graduate of Brooklyn Law School. He received his B.S. in Business and Economics from the University of Maryland. Gregg is a member of the National Federation of Municipal Analysts, the American Bar Association and the New York State Bar Association. Additionally, he serves as a member of the Board of Directors of The Children’s Village, leads a fund-raising initiative (“Tri-ing for CV”) for the Children’s Village and is an amateur triathlete.
Timothy J. Stevens, CFA, President, COO and Co-Founder
Prior to co-founding Lumesis, Tim spent over fourteen years with Ambac Financial Group where, most recently, he was a Senior Managing Director and led all Capital Markets activity including management of the company’s investment portfolios, the Guaranteed Investment Contract business, the Global Interest Rate Derivatives business and the Global Secondary Markets Group. Previously, Tim ran Ambac’s Global Secondary Markets Group covering secondary market financial guarantee opportunities in several asset classes, including US Municipal bonds, infrastructure, whole business, lease securitizations, manufactured housing, home equity, franchise loans, autos, and others. During the time that he ran the Guaranteed Investment Contract business, he was responsible for new business development and asset-liability management. Prior to that, Tim was a member of the Structured Credit Group, where he underwrote and executed credit derivative contracts in relation to synthetic corporate CDOs. Formerly, he served in various roles in Ambac’s Financial Control Department. Prior to 1995, he worked in the Audit Services division of Deloitte & Touche LLC.
Tim holds a B.S. in Business and Economics from Lehigh University. He currently holds the Chartered Financial Analyst designation and was a licensed Certified Public Accountant during the years that he practiced accounting. He was also registered with FINRA as a General Securities Representative (Series 7) and a General Securities Principal (Series 24). Tim is a member of the National Federation of Municipal Analysts.
Vincent Aubrun, CTO and VP of Engineering
Vincent joined Lumesis with over 25 years of experience in leading application and infrastructure architecture, software development, and systems integration of open source and proprietary technologies. Prior to joining Lumesis, Vincent was the CTO of Calypso Technology where he led the transformation of the core product technology and architecture leveraging Open Source solutions to deliver scalability, multi-tenancy and Web interface. He also created a SaaS offering based on the Calypso product. For several years, he was the VP of Engineering at Summit Systems where he led all software development activities for its core product. As Chief Architect, Vincent owned the Summit architecture and delivered several innovative features that set the product apart: customizable rich front end, extendible data model, high volume distributed architecture and extensive API’s. In his role, Vincent was a key, influential leader in managing the growth and success of Summit Systems and later Misys-Summit from a start-up enterprise to an industry leader in financial technology.
Vincent holds a Diplôme d’ Ingénieur (EE) from l’Ecole Nationale Supérieure des Télécommunications, Paris, France. He also holds a Master in Computer Science from New York University.
L.K. Tan, Director of Finance
L.K. joined Lumesis with 20 years of finance experience. Prior to joining Lumesis, L.K. held various roles at American Express, most recently, as Finance Director in Global Advertising & Brand Management. Prior to American Express, L.K. was the controller at IAG Research, a market research company acquired by The Nielsen Company. Before that, he was a senior consultant in the Financial Cost Management practice at PricewaterhouseCoopers consulting, and an auditor in the Entertainment, Media & Communications practice.
L.K. earned an MBA in Finance & Accounting from the Stern School of Business at New York University, and a Bachelor of Arts in History from Stanford University.
Michael J. Vossler, Managing Director, Business Development
Mike joined Lumesis with over 20 years of experience serving in various roles within the software solutions business for Capital Markets trading, operations and enterprise risk. He most recently served as a Senior Vice President at SunGard overseeing sales and distribution for three divisions including Adaptiv, Front Arena and Sierra. He also served on the Senior Management team of each group. Prior to his management role, Mike was a top Sales Executive for SunGard selling risk and trading solutions to banks, asset managers, broker/dealers, insurance companies and breaking new ground for the company in the hedge fund and energy sectors. Mike began his career in Europe in professional services including solution implementation and client services. He ultimately ran the practices in Frankfurt, London and New York.
Mike holds a Master of International Management from Thunderbird, School of Global Management and a B.A. in International Relations from Michigan State University.
Peter M. Newman, Managing Director, Business Development
Pete joined Lumesis with over 20 years of experience in the software, financial services and communication industries, including 10 years in product development and marketing. Prior to joining Lumesis, Pete worked as Senior Vice President, Sales Manager at DPC DATA, where he worked closely with many large tier, regional and online securities dealer firms. Pete’s professional background includes founding and serving as CEO of Gotham Software, a financial technology firm specializing in workflow and compliance solutions for the municipal market including DealTrack™ ECM software, the firm was acquired by Ipreo LLC. Prior to Gotham Software, Pete was a bond analyst and broker.
Pete holds a Bachelor’s Degree in History from The College of Wooster.
Mark Harries, Sales Executive
Mark joined Lumesis with over 20 years of Municipal Fixed Income experience with a focus on sales, trading, and business development. Prior to joining Lumesis, Mark was a Vice President within the Capital Markets Sales Group at Ipreo LLC, where he was responsible for developing and building new business relationships with buy-side and sell-side firms. Mark’s previous industry experience includes serving as Vice President at Ambac Assurance Corporation for the Public Finance Surveillance and General Municipal Underwriting Groups, and Secondary Market Trading. Prior to Ambac, Mark was a broker-broker and regional sales manager.
Mark earned a Bachelor’s of Science Degree from St. Lawrence University.
Michael C. Craft, CFA, Managing Director, Credit
Mike joined Lumesis with over 25 years of experience in municipal bond industry. Prior to joining Lumesis, Mike spent 16 years at Fidelity Investments where he held various roles within Fixed Income, including: Head Trader on the Municipal Bond desk, Manager for Municipal Bond Separate Accounts, and Quantitative Desk Analyst for the Municipal Bond and Taxable Money Market desks.
Preceding Fidelity, Mike was a Municipal Bond Strategist, Senior Vice President of Fixed Income at Lehman Brothers. In addition, he was a Vice President, Municipal Bonds at Shearson Lehman Hutton where he was responsible for managing $11 billion commercial paper and floating rate note programs for large municipal bond issuers.
Mike holds an MBA in Finance from the Stern School of Business at New York University, a Bachelor of Arts in Economics and Russian Studies from Amherst College and is a CFA charter holder.
Vojsava Livadhi, Director of Client Services
Vojsava joined Lumesis with over 8 years of experience in Client Services and Analysis. Prior to joining Lumesis, Vojsava was the Director of Client Services for ClearStructure Financial Technology, where she oversaw client relations for structured finance, loan settlement and portfolio management solutions. She brings to Lumesis experience and knowledge of the financial industry, technology and customer care, all of which allowed her to evolve client services at ClearStructure to best in class.
Her role leading Client Services allowed her to gain expertise in all key areas of the business, as well as manage project implementation, build new functionality and contribute to the facilitation of syndicated bank debt trading. Vojsava started at ClearStructure as an analyst, modeling structured deals and eventually became one of the key contributors to the business. Prior to ClearStructure, Vojsava was a Teaching Assistant for an Introduction to Economics Course at Hunter College of New York.
Vojsava holds a Masters and Bachelors Degree in Economics from Hunter College of New York.
Dalia Valdajevaite, Director of Marketing
Dalia joined Lumesis with 9 years of experience in marketing and sales. Prior to joining Lumesis, Dalia was a sales and marketing coordinator for OTR Global LLC, where she ran the marketing group and spearheaded the new institutional corporate marketing initiative. Preceding OTR, Dalia worked at Morgan Stanley with the equity sales and trading team. She brings to Lumesis an in depth experience of the financial industry and strategic marketing knowledge.
Dalia holds a Bachelors Degree in International Business from Iona College, New Rochelle, NY and an Art Degree from Princeton University, Princeton NJ. She is also registered with FINRA as a General Securities Representative and fluent in Lithuanian, Russian and Polish.
K. Justin Coombs, Director of Data Management and Quality Assurance
Justin heads the Data Management and Quality Assurance teams at Lumesis. The Data Management team performs several critical functions including researching new data and data relationships, establishing and following strict protocols around data aggregation, loading, and maintenance, and ensuring the overall integrity of data provided through all of Lumesis’ product offerings. The Quality Assurance team is responsible for ensuring the reliability of Lumesis software products through the development and execution of robust testing procedures. In addition to the responsibilities associated with leading these teams, Justin actively participates in Client Services matters, system implementation efforts, system integration projects, and data and software product management initiatives.
Justin holds a Bachelor of Science, Fordham University.
Jim Ashton, Board of Directors
Mr. Ashton is the Managing Partner of JA3Partners, LLC, an executive advisory firm that provides executive consulting to private equity firms and their portfolio companies in the area of business strategy, operational improvement, sales optimization, and M&A.
Prior to starting JA3Partners, Mr. Ashton was CEO for SunGard’s Financial Systems, a $2.5 billion business with 13,000 employees. While at SunGard, Mr. Ashton led software and service businesses in the areas of Wealth Management, Insurance, Corporate Treasury, Trading, Risk Management, Brokerage and Consulting. He also sponsored and integrated key acquisitions and played an important role in SunGard's 2005 $11.3 billion leveraged buy-out with a consortium of private equity firms. Prior to SunGard, Mr. Ashton held senior management positions at Premier Solutions Inc. He began his career at EDS where he held various technical, sales, and managerial positions.
Philip D. Moyer, Board of Directors
Mr. Moyer joined the Lumesis Board of Directors in February 2012. He is a Managing Director at Safeguard Scientifics (NYSE: SFE) and is responsible for deploying capital in and partnering with technology companies in the financial technology, and Enterprise 3.0 industries. Mr. Moyer brings more than 25 years of experience, most recently serving as the President and CEO at EDGAR Online, Inc. (Nasdaq: EDGR). While there, he led the transformation and recapitalization of the company, reversing losses and producing quarterly operating profits.
Prior to his time at EDGAR, Mr. Moyer led a management buy-out from Capmark of Cassiopae, a European-based commercial lending software company. Before this, he spent 15 years in various senior level positions at Microsoft including General Manager of the Professional Services Industry, General Manager of Global Customers, and Global Manager Enterprise Services and Partners for the U.S. East Region. In 1988, Mr. Moyer co-founded the Orion Systems Group, a software company serving the K-12 education market. Orion Systems was later sold to SunGard. He began his career at GE Aerospace as a software developer. Since the start of his career, Mr. Moyer has served as an Angel Investor in ten companies, ranging from start-ups to $3 million growth companies.
Mr. Moyer holds a B.S. in Computer Science from the University of Pittsburgh, and currently serves on the board of the Joseph M. Katz Graduate School of Business and College of Business Administration, University of Pittsburgh. In addition, he serves on the Board of XBRL US, and Safeguard Scientifics’ partner companies Crimson Informatics and Lumesis.
Robin Wiessmann, Board of Directors
Robin brings more than 30 years of experience as an investment banker, asset manager, entrepreneur, and government leader. She has served as State Treasurer of Pennsylvania, as a municipal investment banker with Goldman Sachs, and as founding principal and president of investment banking firm Artemis Capital Group. Currently, Robin is Chairman of the Vantagepoint Funds Mutual Fund, a 40 Act mutual fund company with $13 billion under management. In addition, she was recently elected to the Municipal Securities Rulemaking Board (MSRB). Robin’s role as a leader of large public and private institutions has enabled her to combine business development with financial regulatory expertise and sound governance principles to achieve more efficient operations.
Joshua Laurito, Advisory Board Member
Josh Laurito is one of the founding Members of Lumesis, Inc. Previously, Josh was a Managing Director at RangeMark Financial Services where he was responsible for analysis of credit and interest rate derivative products.
He is the co-author of Financial Simulation Modeling in Excel, published by John Wiley & Sons. He has also held positions at Ambac Assurance and Merrill Lynch and currently holds the Chartered Financial Analyst designation.
Kate McDonough, Advisory Board Member
Ms. McDonough retired from Ambac Assurance Corp. in 2007, after a 25-year career in municipal finance. At Ambac, she served as a Senior Managing Director and co-head of the firm's Public Finance business. Prior to that, she was General Counsel for Public Finance.
Before joining Ambac, Ms. McDonough was an attorney at Orrick, Herrington and Hawkins, Delafield where she specialized in municipal finance and securities law. Prior to that, she was employed in the securities and banking industries with Merrill Lynch and the NYSE.
She is currently serving a second term as a public member of the Board of the Municipal Securities Rulemaking Board, a self regulatory organization established by Congress.
Ms. McDonough graduated summa cum laude from Fordham University with a B.S. in Accounting and earned her J.D. from Fordham Law School. She was honored by Irish America Magazine as one of the Wall Street Top 50 for 2001 and is a member of the YWCA Woman Achiever Class of 1995.