Skye Hauptman

Skye Hauptman

Co-founder & Managing Partner
Patricia Horotan

Patricia Horotan

Co-founder & Managing Partner

A vision brought to life

Skye Hauptman and Patricia Horotan revolutionized the industry when they founded BlueMatrix in 1999. The internet was in its infancy; websites were few and far between; and research publishing was a tedious, manual, risky process.

The team recognized the web for what it would become—a centralized location for the processing and exchange of information—and how it could be applied to change the way investment research professionals publish insights. Their vision: create the industry standard for research publishing.

Now, 20 years later, with the duo still at the helm, the company has grown into the gold standard and leading technology ecosystem for the investment research space. We connect the world’s leading asset and wealth managers with nearly 1,000 research firms in more than 50 countries, in addition to serving internal teams across multi-national corporations.

Prior to founding BlueMatrix, Skye and Patricia worked in technology development positions at CIBC, Goldman Sachs, Merrill Lynch, Millennium Partners and UBS. Skye is based in London, overseeing BlueMatrix’s European operations. Patricia is based in New York, overseeing US and global operations.

Our Values

Committed to clients

Our success is contingent on our relationships. By maintaining close relationships with our clients, some of whom have been with us since the beginning, we are able to provide Individualized solutions that maximize value.

Committed to innovation

Technology isn’t static. Neither are we. The BlueMatrix ecosystem is constantly evolving to apply cutting-edge technologies and tools to address the entire content lifecycle, from creation to application to evaluation.

Committed to the team

Our people are one of our strongest assets, with many faces supporting the brand since its infancy. Located across our international offices, we are close to where we are needed.

Committed to the industry

The investment research market is at our core. We are dedicated to solving problems for an industry constantly bogged down with new ones.

Meet the team driving the brand forward

Ana Ciubancan

Director of Digital Design
Ana Ciubancan

Ana leads the design team, ensuring our systems correspond closely to the evolving needs of our clients. She joined the company in 2002 as the first support specialist, and has since taken a leading role in developing our stylesheet support and company-specific templates for investment research authoring and consumption. She works individually with clients to ensure BlueMatrix solutions are tailored to their particular needs.

Simon Edwards

Head of Business Development
Simon Edwards

Simon leads the global business development and sales team with 30 years of experience in the financial services industry. Prior, he ran the emerging market equity sales desks at ING and UBS, and was a Principal at the research technology company, Lusight Research. Simon is an independent director of several international funds at Polygon Global Partners, and holds an MBA and BA from Durham University in the UK.

Daniel Faltyn, Jr.

Chief Technology Officer
Daniel Faltyn, Jr.

Dan leads the global technology team with two decades of experience in the design and architecture of enterprise applications and security solutions for highly sensitive data. He brings a deep understanding of financial services from his work at JP Morgan Chase and Goldman Sachs, where he co-developed two patented security and design patterns. Dan has a Master of Science in Computer Science from Columbia University.

Tara Tripoli Umstead

Director of Global Operations
Tara Tripoli Umstead

As the head of operations and client services, Tara leads the account management and support teams to oversee our growing global client base. She has been central to building client relationships and internal management since joining BlueMatrix as the first account manager in 2002. Tara holds a BSc in Communication and Media from Penn State University and spends her free time volunteering with The Children’s Heart Foundation.

Steve McNally

Co-head of Product Management
Steve McNally

Steve is an experienced product leader who specializes in driving the company's vision and innovation roadmap. He focuses on collaboration between the company and the client, with cross-functional partners to deliver results. Some of Steve's specialties are multi-platform, multi-channel experience, product development strategy, client engagement, and thinking outside the box. He is also known by many as the "V4 Guru."

Paul Lankowicz

Co-head of Product Management
Paul Lankowicz

Prior to joining BlueMatrix in 2016, Paul worked at Credit Suisse, Citigroup, IPREO, and Dealogic. In his current role, he is responsible for working with clients to understand and anticipate their product strategy; align it with BlueMatrix's product roadmap; and manage the execution and delivery of key client initiatives via collaboration across BlueMatrix's internal teams.

New York

London

Romania

Life at BlueMatrix

There is a reason many of our team members have spent the majority of their career at BlueMatrix. Each day presents new growth opportunities and new challenges that inspire out-of-the-box insight.

Despite 20 years of business, we operate as a start-up in many ways with a strong focus on innovation and collaboration. Our needs are constantly evolving. If you are interested in learning more about open positions, visit our LinkedIn or email us.

Insights, News & Events

Company Announcements

News Article Test Note

 
In the News

BlueMatrix Raises Awareness for Congenital Heart Disease during February American Heart Month

 
In the News

BlueMatrix London Roundtable 2017