Adeptyx was founded in 2009 by Ari Fuad, a twenty-five-year veteran of the Asset and Wealth Management industry. The founding focus is, and will always be, to counsel Asset and Wealth Managers on operational and technology strategies and partner with them to deliver exceptional value.
Every one of the Adeptyx consultants has extensive investment operations and technical skills along with successful track records of working alongside clients to solve their most challenging problems. We know what strategies work in highly specific situations, and we know what hasn’t worked and why.
Adeptyx continually evolves in tandem with the industry. Portfolio Optimization and Data Management, for example, were in their infancy in 2009 and have moved to the forefront of our client needs. Through training, internal labs, strategic partnerships and industry associations, Adeptyx consultants are leading subject-matter-experts in these domains.
Meet The Team
President
Richard Tweed
Richard is a seasoned leader with extensive experience in the investment management sector. Currently serving as the President of Adeptyx, his primary focus lies in steering our dedicated team toward delivering unparalleled services and innovative solutions to our clients. Richard places paramount importance on nurturing robust customer relationships, recognizing the significance of our clients and their clientele.
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Richard has led cross functional teams in the creation of inventive solutions for global enterprises. His expertise encompasses Portfolio Optimization, Order Management, Currency & Cash Management, Data Modeling, and Project & Program Management. Richard adeptly engages with international project stakeholders, team members, and third-party vendors.
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Grounded in a rich background of business analysis and process design, Richard boasts a proven track record of successfully delivering business-critical applications. This achievement is attributed to his meticulous approach, involving requirement workshops, task and workflow reviews, process redesign, risk assessment, and fostering effective collaboration. Richard's ultimate goal is to empower clients in achieving their business objectives.
Beyond the realm of professional commitments, Richard finds joy in spending quality time with his family in St. Louis. His diverse interests include motor racing, scuba diving, traveling, and indulging in the art of pyrotechnics.
Partner
Runar Andersen
Runar is a highly motivated Adeptyx Partner who brings decades of best practices and systems experience to his Investment Management and Wealth Management engagements. Runar is known to form close relationships and build trust with project stakeholders from all levels within the client organizations. He is highly organized, detail oriented, and hands-on, and has a record of skillfully leading complex projects through to completion.
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Runar is an accomplished and tested consultant with skills in project management, business process analysis and improvement, system selection, implementation, integration, testing and investment systems architecture. Runar has provided leadership and practical direction on system implementations for portfolio management, trade order management, risk management, portfolio/account optimization, data management, compliance, performance measurement, and accounting.
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Runar resides in Eden Prairie, Minnesota with his wife Sandy and son Kai (16). His hobbies include skiing, travelling, dining out, craft cocktails, and golfing.
Principal
Rich Hanson
Rich is a passionate implementation leader in the Investment Management industry. With his 30+ years of experience, Rich has deep experience leading large cross functional US and Global teams on a wide array of strategic initiatives including systems implementations, mergers and acquisitions, cyber security readiness, vendor and outsourcing governance, data management, process re-engineering, and numerous other projects.
Rich strives to deliver value using an approach that is proactive, flexible, and inclusive, resulting in high levels of client and staff satisfaction. Some recent project successes include managing the implementation of Charles River Development, IHS Markit, Eagle Star/PACE, Vestmark, Revport billing system, UCITS Fund Mergers, Cyber Security Readiness Assessment, and several Investment Manager acquisitions.
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Specializations: Project/Program Management, Strategic Assessment, RFI/RFP execution, systems implementations, Account Master development, and Buy-side Operations and Technology
Founder
Ari Fuad
Ari has more than twenty five years of management and financial systems project and operational experience. His background includes strategic business and technology planning, portfolio management and trading systems implementation, operational design and redesign, and compliance and risk management.
Ari is particularly effective at tackling complex, unstructured problems in these areas. He has managed large and complex multi-year projects leading more than twenty team members in the delivery of technology and operational solutions to multi-national organizations with hundreds of business users.
Head of Business Development
Lars Ranger
Lars is responsible for increasing revenue while maintaining profitability through effective client acquisition, relationship and retention, and strategic partnerships and diversifying and growing revenue streams as well as building high performing teams that enable Adeptyx to exceed expectations.
A business development, partnership, and marketing leader, who possesses a strategic, creative, collaborative, and growth mindset that helps companies generate long-term revenue and business relationships. He is a visionary in the programs that he leads, and he sparks ideas and enables people to flourish. And over the past 19 years, Lars has established business relationships with some of the world’s leading and most innovative brands.
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Lars lives with his wife, Michele Ranger, in Edina, Minnesota. They have two kids, Nolan (18) who plays tennis at Penn State and Elle Ranger (15) who also enjoys tennis. Away from business, Lars enjoys experiencing new destinations with his family and a competitive game of golf, tennis, paddle, and pickleball.
Senior Consultant
Chris Essex
Chris is a highly skilled Data Architect/Engineer with expertise in Financial Services. He has over 30+ years of deep experience woking for a wide variety of firms from startups to large bulge brackets banks to proprietary trading to asset management firms. Common to all of these firms is the need to take advantage of all of their data assets. Chris excels in designing, modeling, architecting and engineering financial data solutions that enable firms to optimize their data resources for enhanced business value.
Even though Chris has "seen a lot" with financial data systems and is rarely surprised with data issues, he is easy going, collaborative and works well with teams or as an individual contributor. Having served in various roles from database administrator to developer to engineer to architect to manager, Chris has a wide range of experiences in the data space and strives to provide leadership using pragmatic but effective approaches to solving client data management challenges on time and within budget.
Chris resides in the Chicago area with his wife and two sons and enjoys traveling, spending time with family and serving as chief infrastructure engineer at his local church
Senior Consultant
Chris Smith
Chris is a highly experienced consultant with 25 years of sell-side expertise, specializing in financial services, global deployments, strategy, and M&A. He is a proven leader with a deep understanding of global equities, cross-functional trading system lifecycles, technologies, operations, compliance, and regulatory reporting. Known for his thought leadership, Chris drives transformative change and consistently delivers impactful results across multiple business lines.
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With an extensive background in integrating Order Management Systems (OMS) across Equities, Options, and Convertible Bonds, Chris has successfully leveraged both third-party and proprietary systems. He is particularly skilled in merging technologies during M&A transactions, ensuring a seamless integration that accelerates organizational growth. His analytical acumen, strategic insight, and ability to communicate effectively at all levels have made him a trusted leader in guiding teams toward successful outcomes.
Outside of work, Chris resides in Excelsior, MN, with his wife Kristin, their son Evan, and daughter Elise. He enjoys staying active through CrossFit competitions, supporting his children's sports, and spending time with his Westie, Milton. Chris is passionate about travel, cooking, and exploring the outdoors.
Senior Consultant
Ian Arvin
Ian is a seasoned quantitative investment professional dedicated to empowering investors in achieving their portfolio and strategic objectives. His academic background includes a degree in Applied & Engineering Physics from Cornell University and a Master of Business Administration from MIT Sloan School of Management, where he was selected as Teaching Assistant for Intermediate and Advanced Statistics. Ian's analytic background includes applied physics researcher, actuary, computer programmer, accomplished chess player, and mathlete.
Over the span of two decades, Ian has thrived at the crossroads of investment management, portfolio construction, product development, streamlining processes, and technology implementation. His expertise lies in delivering high-quality practical solutions to complicated problems for institutional investors, hedge funds, investment advisors, fintech and wealthtech. Ian specializes in partnering with clients to incorporate tax-aware investment management into their processes. Ian enjoys working with multiple areas within a client, including portfolio management, sales and marketing, and operations, to ensure a complete solution and full adoption to meet the client’s objectives.
Ian's professional philosophy is characterized by a collaborative approach with clients, educating constituents, an eagerness to acquire skills, and a passion for undertaking challenging yet meaningful projects. Ian brings a focused, logical and creative approach to his work, while keeping a watch on the high-level goals and thrives on digging into the details.
Why elite Asset and Wealth Management firms choose to work with Adeptyx.
Industry expertise and knowledge of our consultants.
The ability to balance emerging trends and practical solutions. Reputation for delivering high-impact transformations.
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Expert consultants. Trusted Advisors.