Vince Passione
CEO & Founder
Vince is the founder and CEO of LendKey, the market’s most advanced lending platform and network, and a veteran technologist for financial services companies. Before LendKey, Vince was the COO of DealerTrack, the nation’s first and largest automotive credit portal. He has also been the President of Ameritrade’s Institutional Client Division, the CEO of OnMoney.com, the CTO of Citigroup’s US Consumer Bank and a Business Unit Executive at IBM. Vince received his B.S. from Polytechnic University.
Josh Stein
Threshold
Josh Stein is a co-founder of Threshold, an early-stage venture capital firm that focuses on conviction investment strategy. His background includes management consulting, strategic analysis, product management and founder level experience in various industries. Josh currently holds board responsibilities at Chartbeat, Databook, LaunchDarkly, LendKey, Sanity, and Talkdesk and the Kauffman Fellows Program, the leading educational fellowship for venture capital. Josh was named by Forbes to its annual Midas List of top technology investors in three consecutive years and was twice recognized as a “top VC investor” by New York Times / CB Insights in their annual rankings. He was also a recipient of the Deloitte Fast 500 Venture Capitalist of the Year award.
Danny Schultz
Gotham Ventures
Danny Schultz is a Co-Founder and Managing Director of Gotham Ventures, a venture capital firm established in 2000, during the early days of the NYC tech boom. Over the last two decades he has worked closely with technology companies at all stages of growth with investments ranging from digital media and e-commerce to mobile tech and enterprise software startups. Danny seeks out creative and energetic entrepreneurs on a mission to disrupt the status quo and currently leads Gotham Venture’s investment in both LendKey and Yipit, (ad descriptor of Yipit). He was also responsible for a number of Gotham’s successful exits including XOsoft, acquired by CA, Pivot, acquired by the CME Group and Massive, acquired by Microsoft. Some of his other successful investments include SMARTS, acquired by EMC; Insulair, acquired by Georgia Pacific and Active Impulse Systems, acquired by Phillips. Danny ran Lehman Brothers equity private placement business just prior to co-founding his own start-up venture fund, Atlantic Venture Partners, the predecessor to Gotham Ventures. He is a frequent speaker at startup and tech events and also enjoys mentoring young VCs and entrepreneurs. Danny is active with the Kauffman Fellows Program and Endeavor Global and was Co-chair of INGENUITY 2012, New York’s premier startup venture conference.
Ira Cohen
Updata Capital
Ira Cohen is the co-founder and operating partner of Updata Capital, define Updata. With 30 years of experience in the technology industry as a CFO, private equity investor and investment banker, he has advised on more than 200 M&A transactions and has extensive experience within the IT services and various software sectors. Prior to founding Updata, Mr. Cohen was the CFO and Treasurer of CGA Computer, Inc. Tridex Corporation and Computer Magnetics, Inc. CGA was a public software and services company which Mr. Cohen helped to take private in a management buyout in 1984. Prior to CGA, he guided Tridex and Computer Magnetics, publicly traded components and systems manufacturers, through acquisitions, divestitures, financings and an IPO.
Mark Morrissette
North Atlantic Capital / Stifel Financial
Mark Morrissette is the managing director of North Atlantic Capital and has been in the venture capital industry since 1995. Prior to joining North Atlantic Capital in 2000, he worked at Advent International in Boston, and in consulting at CSC Index in Cambridge, MA. He earned a BA from Dartmouth College and an MBA from Harvard Business School. Mark is a past President of the Board of the Northeast Regional Association of Small Business Investment Companies.
Joe Proto
Transactis
Joe Proto serves as EVP Senior Advisor for Mastercard and brings over four decades of entrepreneurial experience honed through the launch of several multi-million-dollar tech companies. Through his work as chairman and CEO of Transactis, Proto facilitated the successful acquisition of the company by Mastercard in 2019 and prior to that, he oversaw REMITCO, acquired by First Data in 2000 and CashFlex, which was acquired by CoreStates in 1992, now part of Wells Fargo. He is also a founder of Windham Ventures, a medical technology VC. Proto formerly served on LendKey’s advisory board and currently serves as the chairman for Dade Systems, a leading fintech provider of integrated accounts receivables solutions.
Board Observers
Alex Otero
Updata Capital
Alex Otero is a Vice President of Updata Partners. Prior to joining Updata Partners, Alex was an Associate at AGC Partners, a technology focused investment banking firm. He has advised on transactions that range from sell-side M&A mandates to capital raising financings across Software, Cybersecurity, and Tech-Enabled Services sectors.
Tom Smith
TTV
Tom is a co-founder and a Managing Partner of TTV, description of TTV, and brings over 18 years of venture capital experience. Tom was one of the first venture investors to recognize the transformative impact of technology on financials services and was an early adopter of advances like alternative and mobile payments, services for the underbanked, alternative loan origination and payments-as-a-service. Prior to founding TTV, Tom spent 30 years at IBM in marketing as well as selling and implementation of information technology projects.