Leadership Team

David Kakish

David Kakish

President and CEO

In addition to being President and CEO, David holds several technical certifications from vendors such as Microsoft and Cisco. He also has his Certified Information System Security Professional (CISSP) designation. As author, entrepreneur and IT expert, David is committed to helping RIA firms navigate their way through the worlds’ ever change technology and increasingly complex IT environment. David’s fundamental belief is that small and mid-size firms have similar IT and technical challenges as large enterprises, but with limited resources. With the increasing complexity of IT and compliance regulations, small and mid-size RIA firms are actively seeking partners that can help them overcome these challenges.

While not at the office, David enjoys playing sports, especially soccer and basketball. He loves travelling, learning and spending time with his family. On the weekends, you’ll typically find him busy coaching one of his kids sports teams.


Kal Heet

Kal Heet

CTO

Kal brings over 10 years of senior IT leadership to his role of Chief Technology Officer. With a BA in Computer Science and Information Systems, Kal has held several IT leadership positions that have included responsibilities for help desk, system administration and implementation of different networking and cloud solutions. He offers extensive experience in developing cloud platforms and is passionate about helping firms adopt and maximize the use of new technologies to improve their business.

While not working Kal loves playing video games with his kids, learning new technologies, reading computer related books, working out and traveling.


Erik Von Rueden

Erik Von Rueden

CIO

Erik is a certified Project Management Professional (PMP) with over 15 years of experience in the IT industry with a focus on providing firms with IT Professional Services. He is solutions oriented with proven success designing, implementing, and integrating technical solutions to meet challenging business needs that impact a client’s return on investment. Erik is a natural leader who successfully manages team members, partners and vendors to meet timelines and project deliverables. His experience includes training and mentoring junior managers, engineers, developers and IT technicians.

Away from the office, Erik enjoys spending time with his family and his dog, camping, going to concerts, cooking and reading. In the summer, you can usually catch him watching a baseball game at Wrigley Field