We believe integrating traditional
finance's best practices with modern
technology, which brings the greatest
value to institutions and investors alike.
We are Optimi

Serra Wei
Co-Founder & CEO
Stanford MBA, Goldman Sachs alumna, angel investor with an investment background in and love for technology

Michael McCarty
President, Trust & Custody
More than 20 years in trust and wealth management

Tina Chiang
Director
Formerly the Senior Executive Vice President, Chief Digital & Technology Officer, and Chief Operating Officer of SinoPac Holdings, President of Bank SinoPac, and Senior Vice President & China General Manager of MasterCard International

Richard Kao
Senior Advisor
Former President of KGI Investment Trust, Former Chief Investment Officer of First Securities Investment Trust, Former Chief Investment Officer of PineBridge Investment, NTU MBA

Dave Timpe
Consultant
CPA, retired as partner from a large regional CPA firm after thirty-seven years of serving clients. His guiding principal while at the CPA firm and now while on various Boards is to treat the organization as if he is the sole owner. He resides in SD but winters in AZ

Carl Wegner
Consultant
Contour CEO, R3 Managing Director for Asia, Georgetown University B.S., Managing Director of Greater China of Deutsche Bank, and Standard Chartered Bank in Taiwan, Head of Asia for GTNexus