Our management team has built the company from the ground up and continues to direct the growth of the firm.
CEO and President
Jeffrey is the founding Chief Technology Officer of Cogency and now serves as CEO. Prior to Cogency, Jeffrey was vice president of development and chief architect at TenFold Corporation, a provider of applications and application technology used by many of the world's top companies in financial services and other verticals. Prior to that, he served as Chief Technology Officer and vice president of development at Financial Technologies International (now GoldenSource), a provider of enterprise solutions for financial services companies. Before that, Jeffrey worked as a retail accountant and controller for ten years.
Jeffrey holds a BA in Anthropology from Beloit College in Wisconsin and advanced certification in Computer Technology from Columbia University in New York City. He held a teaching post at Columbia University's Computer Technology and Applications division for six years.
Vice President, Client Services
Tony was responsible for managing the software implementations, budgeting, support and scheduling at firms, including HSBC, Citibank, US Bank, ABN AMRO Bank, Fuji Bank and Basell International, among others. Tony began his career on the options floor of the Pacific Stock Exchange and has wide ranging experience in the financial services industry.
Tony holds a B.A. from Colgate University and Certifications in Project Management and Networking.
Vice President, Implementation Services
His combined knowledge of hedge fund administration, partnership accounting and software development helps lead the success of each Cogency Insight implementation. Prior to joining Cogency, Robert consulted and developed software for several hedge funds, hedge fund administrators and accounting firms, including The Bank of New York and Ernst & Young LLP. He started his career at Coopers & Lybrand LLP (now Price Water House Coopers) as a Senior Developer for their Asset Management group, and then soon joined Ernst & Young LLP as a Senior Developer, responsible for maintaining and enhancing their proprietary partnership tax allocation software. He spent the next 10 years there contributing to the development & support of several partnership tax accounting products.
Robert holds a B.S. in Computer Science from California State University, Northridge.
CAIA, Vice President, Development
Before joining Cogency, he held senior software engineering positions and was building financial services software at Intelliswift Software, Integral Development Corporation and International Consultant Resources Group.
Yang holds a ME degree from the Institute of China Aerospace and a BE degree from Shandong Polytechnic University in the PRC. He received his Alternative Investment Analyst charter (CAIA) in 2009.
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