Senior Leadership

FinMason was founded by experienced industry insiders and leading technologists. They have managed institutional portfolios, built and managed performance, risk, and analytics systems for large institutions, and built and sold large technology companies.

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David Remstein

CEO

David has more than 32 years of investment and operational experience. Prior to joining FinMason, David served as Global Head of Buy-Side Financial Consulting at Riskcare Inc., Global Head of Client Reporting at Citi Private Bank, Global Head of Investment Performance at J.P. Morgan Asset Management and Global Product Head and Chief Operating Officer of Investment Analytics & Consulting at J.P. Morgan Corporate Investment Bank.

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Philip Taylor, CFA

President & Chief Analytics Officer

Phil has over 25 years of experience as a senior investment executive. He is responsible for developing a deep understanding of clients’ needs, ensuring that the company’s technology delivers on those needs and determining the strategic product direction of the company. He led the capital markets desk at Lazard after two decades as an arbitrage portfolio manager for banks & hedge funds. He served as Chair of the Board for CFA Society New York & holds an MA and BA in Mathematics and Management from the University of Cambridge.

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Marek Vesely, PhD

CTO

Marek has more than 29 years of IT experience in various industries. At FinMason he is responsible for overall technical direction and implementation. He also manages our European subsidiary. Prior to joining FinMason, he served as CTO at Casenet LLC, as a General Manager at Casenet Europe and as Senior Enterprise Architect at Hewlett Packard/EDS. Marek earned a PhD, MS and BS in Numerical Modeling from Charles University in Prague.

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Katelyn Chesmore

Strategic Marketing & Growth Specialist

Katelyn brings professionalism & determination to her role in Business Development at FinMason, where she is responsible for building relationships with prospective clients and expanding the company's presence in the asset management industry. At FinMason, she secures meetings with key decision-makers and creates opportunities for the sales team. Prior to FinMason, Katelyn spent nearly 3 years at Nasdaq in their Corporate Platforms division, progressing from an internship to a Business Development Analyst. She holds a Bachelor's degree in International Business & Marketing from the University of Hawai'i's Shidler College of Business.

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Paul Louden

Head of Sales

Paul has over 25 years of experience in the asset management industry. At FinMason, he is responsible for educating the marketplace about FinMason, driving revenue growth and implementing sales strategies that align with the company’s objectives. He has a proven track record of developing, growing and building relationships with consultants, investment managers, family offices and wealth managers. Prior to joining FinMason, he held a variety of roles across Nasdaq, eVestment and Russell Investment Group holding roles within institutional sales, consulting, business leadership and product. In his career, Paul has focused on creating value for his clients and working with them to solve significant business problems by using technology.

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Greg Bigelow

Chief Product Officer

Greg has more than 29 years of experience in technology product development, testing and deployment. At FinMason he is responsible for product development and enhancements. He is focused on producing quality software and has done so at firms such as HitBliss, Thomson Reuters, SiteAdvisor and Thomson Course Technology. His career in software quality assurance spans all aspects of testing, diagnosing, supporting and improving software so that users have the best experience possible. He has a BS in Engineering from Boston University and an MBA from New York Institute of Technology.

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Amy M Tobin

Head of Marketing

Amy has 15+ years of experience in B2B marketing with specialized expertise in AI, financial technology, and SaaS solutions. At FinMason, she leads all marketing initiatives. Her background spans Fortune 500 companies and venture-backed startups; she brings a strategic approach to marketing that balances human creativity with AI-enhanced capabilities. Amy holds a Master of Arts in English Literature & Art History from the University of Aberdeen, combining business acumen with storytelling expertise. Throughout her career, she has focused on translating complex technology into compelling narratives that resonate with non-technical audiences.