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Meet the Team

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Ian Sax
Partner, CEO
Ian Sax has secured over seventeen years of experience in the technology and financial services industries. Early in his career Ian served as Director of Research at The Carson Group where he played a leading role architecting the firm’s global shareholder information database, which in four short years became a leading source of firm, fund, contact, and institutional ownership data. Ian has since served as a consultant for a variety of financial services firms and as a financial journalist. In 2001, he successfully established a 24-person data collection facility in India for Capital IQ, one of the largest providers of global private capital solutions and now a unit of Standard & Poor’s. After that, Ian served as a consultant to Thomson Financial, where he advised the company on its financial data collection efforts, designed a new suite of software tools, and helped reorganize data teams in both its UK and Indian data operations. During that time Ian also served as a consultant to i-Deal, a New York-based provider of online software platforms for investment banks, issuers, and investors. Ian holds a Bachelors of Science in Comparative Literature from Hobart College.

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Krishna Veerareddy
Partner, Managing Director
Krishna Veerareddy carries a nineteen year long exceptional track record of building various industry standard financial software products and manages Shore Group’s offshore operations in Hyderabad. He served as Vice President at Thomson Financial Corporate Services where he oversaw the development and integration of inbound products including Thomson ONE for Investor Relations and Third Party products that included a diverse range of clients such as NYSE, JPMorgan Chase and Bear Wagner Specialists. During his time at Thomson Financial he managed technical teams (onshore/offshore) that collaborated on various key projects. Krishna brings a wealth of experience from his time with the Carson Group where he oversaw the development of data collections and Capital Market Intelligence (CMI) applications. Krishna holds a Bachelors of Science in Computer Science from the New York Institute of Technology.


Ed
Edward Vincent, CFA
Partner, President
Ed Vincent has more than seventeen years of experience providing strategic and operational insight in the insurance, capital markets, investment banking, private equity, and compliance segments. He has served as Senior Vice President and General Manager of Producer Lifecycle Management at Vertafore, Inc., Principal and Chief Operating Officer of Advisen Ltd., Executive Vice President and Head of Segment Operations for Thomson Financial’s Investment Banking & Institutional Research unit, and Managing Director and Partner at The Carson Group. During his tenure, he built global services and analytics teams; led content and product strategy; and spearheaded the creation of innovating products, all while leveraging both on-shore and off-shore teams to create scalable infrastructure, deliver high-quality services, and accelerate top-line growth.Ed has served as a Member of the Advisory Board for Edgeware Analytics Inc., and is a CFA charterholder. Ed holds a Masters of Business Administration from both the Columbia Business School and the London Business School. He graduated from the University of Pennsylvania’s Jerome Fisher Program in Management and Technology, with both a Bachelor of Science in Economics, dual concentration in Finance and Entrepreneurial Management, from the Wharton School, and a Bachelor of Applied Science, concentration in Mechanical Engineering and Applied Mechanics, from the School of Engineering and Applied Science.


Nathan
Nathan Yastrab
Partner, Head of Research & Data Management
Extensive experience evaluating content collection process workflows, sources and toolsets, while working with both business stakeholders and data research teams. Has implemented migrations to alternative delivery centers by performing risk and benefits analysis, cost calculations, planning, guidance, knowledge transfer management, and remote quality assurance.Particular areas of expertise include: data extraction from html, xml and regulatory filings; writing requirements for data management tools, mobile applications and web applications; advising on management of people, processes, business, and technology across research organizations; assessing and evaluating data sets for accuracy, timeliness, completeness and throughput; utilizing leading wire framing tools to conceptualize and design UI/UX features to reduce production time for data management initiatives. Prior to joining Shore Group, held senior positions in content operations at The Carson Group and Thomson Reuters. Holds a Bachelors of Science from Yeshiva University’s Sy Syms School of Business. 15 years of experience.


Jason
Jason Boorn
Senior Architect and Technical Program Manager
Hands-on program manager and software architect who brings together deep technical skills and strong market instincts. Started and sold his first company before finishing college, he has been involved with early-stage companies as a founder, advisor, or key contributor for over 20 years. Broad experience in team and product development, from establishing new business units (onshore and offshore) to expanding revenue opportunities for existing ones. Software development experience crosses a wide spectrum of technologies which include Java, .Net, Oracle/SQL Server, and more recently Scala, AngularJS, and Spark. Squarely focused on finding a practical blend of technology and process, he is an avid practitioner of Agile and Lean methodologies. He holds an undergraduate degree in Philosophy from UCLA and a graduate degree in Applied Mathematics from the University of Colorado.


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Shantha Nerametla
Chief Administrative Officer
Established and led daily operations for Shore’s Hyderabad organization since inception. Achieved industry leading staff retention rates while growing team at more than 25% per year. Direct oversight of Finance, Communication, Human Resources, and Research divisions. More than 15 years of research practice expertise across web-based, phone-based, and third-party sourced content, and the development of related content-technology tools. Holds a B.E. Mechanical Engineering and M.S. Computer Science.
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