Our Impact
Portfolio BI enables the most sophisticated buy-side firms to take control of their portfolio & operational data.
Our Mission
Our mission is to empower Investment Managers to deliver performance securely through leading data analytics and infrastructure advisory.
Our Products
Our clients benefit from our integrated platforms, local technological expertise, seasoned financial experts, & award-winning, off-the-shelf solutions.
We don’t just help you access, organize, and analyze your data; we help you act on it.
Over 175 top tier hedge funds, asset managers, family offices, funds of funds, and institutional investors have trusted PBI’s technology for over 20 years.
The Leadership Team
Our leadership team consists of financial services experts and technology veterans. We are dedicated to supporting our clients and their strategic roadmaps. Since our entire leadership team is rooted in the financial services industry, we place great emphasis on expanding our vertical-specific expertise.
Jonathan White
Chief Executive Officer
Chris Seidita
Chief Financial Officer
Sumit Mahajan
Chief Product Officer
William Ercolano
Chief Technology Officer
Ewelina Obrzut
Global Head of MSSP
Tatjana Nikolic
Global Head of Managed Services
Chris Cattermole
Commercial Director