Experience

Proteus, LLC

• United States
• Venture Capital and Private Equity Principals

• Founder, Chairman & Chief Executive Officer

  • Jan 2012 - Present

  Indianapolis, Indiana Area Proteus is an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. Proteus focuses exclusively on private investments, including but not limited to real estate, private equity and hedge funds. Because of the firm's dedication to a specific style of investing, Proteus can offer investment options and efficiency within a genre of investing from which most high net worth investors can benefit… Show more Proteus is an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. Proteus focuses exclusively on private investments, including but not limited to real estate, private equity and hedge funds. Because of the firm's dedication to a specific style of investing, Proteus can offer investment options and efficiency within a genre of investing from which most high net worth investors can benefit. Proteus maintains an ever-growing roster of pre-qualified private investments. The platform offers precompiled anonymous due diligence, simplified capital contributions & redemptions, advanced portfolio construction and management tools as well as pre-negotiated fee structures & liquidity terms. Proteus delivers to both investors and managers a compelling value proposition that will change how each views private investing. The firm's goal is to provide a smooth and efficient experience, allowing clients to focus on investing rather than the complicated and inefficient mechanics of private investments. Show less



SEI Family Office Services

• United States
• Software Development
• 1 - 100 Employee

• Founder, Chief Executive Officer

  • Aug 2001 - Mar 2021

  Indianapolis, Indiana Area SEI Archway is a software and service company whose product suite supports the accounting, investment management and reporting functions for Single Family Offices, Multi-Family Offices, Private Banks, Investment Advisors and Hedge Funds. SEI Archway’s proprietary technology, ATWeb, is an enterprise grade, web-deployed application that enables clients to dramatically simplify operations, management and reporting through a single, integrated platform. Archway was founded in 2001 by CEO… Show more SEI Archway is a software and service company whose product suite supports the accounting, investment management and reporting functions for Single Family Offices, Multi-Family Offices, Private Banks, Investment Advisors and Hedge Funds. SEI Archway’s proprietary technology, ATWeb, is an enterprise grade, web-deployed application that enables clients to dramatically simplify operations, management and reporting through a single, integrated platform. Archway was founded in 2001 by CEO Jason Brown. Unsatisfied with the limited software offerings available in the market for his own hedge fund, he initially set out to build a scalable, flexible and cost-effective application to handle his partnership accounting and reporting needs. Brown, an entrepreneur at heart, used a combination of his engineering, software design and consulting experience to ultimately design and build the core platform of what is today known as ATWeb. Since then, the platform has evolved significantly and the business has matured from a one-man startup to a thriving company serving the needs of hundreds of private wealth management firms. Currently supporting over $500 billion in assets, with clients spanning 12 different countries, the firm’s sustained growth continues to be fueled by a desire to bring truly innovative products and solutions to the private wealth management market. Archway was acquired by SEI Investments (NASDAQ:SEIC) in 2017. Jason led Archway from its founding, through its growth and strategic acquisition of WealthTouch, and to its eventual acquisition by SEI. Today, Archway continues on as SEI Family Office Services. Show less


Powerway
• Japan
• IT Services and IT Consulting
• Director

  • Sep 2000 - Aug 2001

Arthur Andersen Business Consulting
• Accounting
• 1 - 100 Employee
• Manager

  • Jan 1996 - Sep 2000