Hi. I am a San Francisco-based product designer and software engineer at Addepar, currently designing and developing tools to revolutionize the financial industry.

 
 
 

Featured Work


Report Editor

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.

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The report editor tool in the Addepar web product.

 

Portal

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.

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The portal tool in the Addepar web product.

 

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).

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The portfolio analysis tool in the Addepar web product.