Meet The Team

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. 

Julie is a Senior Consultant with over 25 years of experience delivering successful information technology projects for investment managers. She brings deep industry knowledge of security master, fund accounting, trade order management, and compliance systems and data and has a PMP certification.

Julie works closely with business and technology teams to identify strategic impacts, develop solutions, and improve data quality and processes. She is a leader and team player recognized for an excellent work ethic, industry knowledge, positive attitude, and the ability to excel in complex and changing environments.

Julie resides in Denver, Colorado with her husband Mark. Their daughter Kelsey is studying film at the University of Colorado in Boulder. In her free time, Julie enjoys skiing, hiking, biking, yoga, and travel.

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. 

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

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.

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.