Taking the long view
Ridgeline is a privately funded, high-growth fintech startup determined to fundamentally change the investment management industry. Our founder and leadership team have long and successful track records building values-based companies and enterprise software. The rest of our team brings energy, creativity, and decades of investment management experience.
Ridgeline Founder and CEO Dave Duffield is an accomplished industry entrepreneur with an extensive history of pioneering new ground in business applications. Having founded six companies, he is known for making employees and customer service a top priority. His companies are highly valued for their focus on core values and a strong people-based culture.
Dave co-founded Workday in 2005 and still serves as Chairman of the Board. Prior to Workday, Dave founded PeopleSoft in 1987, which grew to be the world’s second-largest ERP application company. Other companies Dave launched include Integral Systems, Business Software, and Information Associates.

Visionary founder
Privately funded
~180 Employees
2 Offices
Tahoe and NYC
SOC 2 Compliant
Type I and Type II

Employees
- Regardless of role/level, we treat each other with the utmost respect.
- We go above and beyond to help each other.
- We give honest, quick, constructive feedback.
- We are prepared, organized, and reliable.

Customer Service
- We’re dedicated to making customers’ lives easier.
- We always consider firms’ perspectives.
- We respect deadlines; we’re punctual and prepared.
- We go the extra mile to “put mints on the pillow”.
Innovation
- We learn from mistakes.
- We encourage bold thinking.
- We’re open to diverse thoughts and perspectives.
- We challenge assumptions and encourage thoughtful criticism.

Integrity
- We use our best judgment.
- We’re transparent and honest.
- We take personal responsibility and ownership.
- We do the right thing even when no one is watching.

Fun
As our company evolves and grows, you can bet that we’ll have a lot of fun along the way! We do not take ourselves too seriously, and we continually look for reasons to cut loose, laugh, and create memories together. Families included.
- We work and play hard - at and away from work.
- We have a sense of humor.
- We make reasons to laugh.
- We are respectful when being goofy.
Profitability
- We balance short and long.
- We treat company money like our own.
- We make decisions with data.
- We keep financial decisions in perspective.
Leadership
Dave Duffield
Founder and CEO
Dave’s distinguished career in business software spans more than five decades. He has founded six enterprise software companies, including the world-class public companies PeopleSoft and Workday. Each delivered software and technology ahead of its time to benefit businesses and institutions across the globe. Dave was an early adopter of core values and the belief that happy employees lead to happy customers.
Chris McClain
President
As president of Ridgeline, Chris is responsible for overall operations and business activities for the company. He brings 25+ years of experience in enterprise sales and operations leadership to Ridgeline, and he believes that hiring the best, earning a customer’s trust, and having a positive outlook are the top three keys to success in building a “built-to-last” company. Chris has held senior positions at Oracle, PeopleSoft, SAP, and DocuSign.
Jack Lynch
Head of Strategy
Danny Johnson
Head of Products and Engineering
Silvia Johnson
Chief Human Resources Officer
Patty Pasley
Chief of Staff
Sean O'Connell
General Counsel
Product And Industry
Mike Barrameda
Architecture and Technology
Alex Benke
Product Management
Dave Blair
Accounting and Investment Book of Record
Zach Brown
Investment Accounting
Chris Flynn
Trading and Order Management
Jeremy Hittle
Security, Data Privacy, and Compliance
Susan Koo
VP of Product Engineering
Susan brings a passion for building high-performing products and teams to her role as vice president of Product Engineering at Ridgeline. After graduating with a degree in chemistry from Harvard, Susan has spent most of her career managing enterprise software in the Fintech industry, with previous leadership roles at SS&C Advent and Esurance.
Larry Lord
Professional Services
Jenny Molinelli
Operations and Customer Success
Scott Scherr
Trading and Order Management
Scott has watched the investment management industry and its technology evolve over 27 years as an industry thought leader, and he brings that unique understanding of history and business to Ridgeline’s portfolio construction, order management, and compliance initiatives. Scott spent many years as vice president of Product Development for Advent Software; more recently, he held roles as a managing director of product for Tora Trading and FIX Flyer.
Joseph Souza
Data Management
Ali Stewart
Reporting and Analytics
Brian Stone
Client Engagement and Experience
Brian has more than two decades of experience building industry-specific cloud software and go-to-market teams in the CRM and customer experience industries. Prior to joining Ridgeline, Brian co-founded both Vlocity, Inc., (now Salesforce Industries) and BankSight, Inc., (sold to Bottomline Technologies). He brings an entrepreneurial enthusiasm to his role leading product and marketing strategy for Ridgeline’s front-office solutions.
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