Hi. I am a San Francisco-based product designer and software engineer at Addepar, currently designing and developing tools to revolutionize the financial industry.
August 2013 — April 2014
The report editor is a tool in the Addepar web product that allows financial advisors to easily create and publish reports to PDF or to the portal in Addepar. It is unique in the industry for supporting portfolio switching, a header and footer library, linked sections, and advanced widget behaviour in tables and text boxes.
January 2014 — February 2014
The portal is a tool in the Addepar web product that allows wealth managers to share data with their clients. It is the only white-label tool at Addepar, designed to reflect each client firm’s aesthetic and branding. That firm’s clients can sign in to the portal to view their portfolio and to retrieve any shared reports or files. The firm can tailor the interface for each individual client, and can customize precisely what information and reports each client will see.
Addepar Web Product
July 2012 — Present
Addepar is building a revolutionary platform for wealth managers to gain insight on their investment strategies and create beautiful, custom reports for colleagues and clients alike. The Addepar platform connects and analyzes all their data in a single, cloud-based platform. I am currently head of user interface design and front-end development (HTML and CSS).