Who We Are

A group of experienced and dedicated individuals committed to helping you invest your money in the opportunities that make sense to you.

Our Team

Izzy is a senior financial services executive experienced in domestic and international wealth and banking businesses with strengths in managing front, middle and support functions in FINRA registered broker dealers. Throughout his career, Izzy developed policy and execution plans to improve sales strategies, mitigate regulatory and operational risk. In addition, he designed compliance and risk assessments and governance models that are easily adaptable on the line. Izzy is known for aggressive and successful implementations, championing technology initiatives and developing strong, collaborative strategic partnerships.

Adam (Izzy) Israel

SVP Distribution

Andrea is drawn to big, complex problems that impact our society as a whole and how individuals live and thrive. Through her experience across healthcare, product, and financial services industries, she has honed her problem-solving and execution skills. As an operator for companies large and small, she’s developed a strong muscle for driving priorities, measuring outcomes, and delivering results. On the weekends she and her family can usually be found on the sidelines of a soccer field or at the trailhead of a mountain biking path.

Andrea Kampine

Chief Operations Officer

Brad brings his experience managing products across desktop apps and APIs, consumer facing tools, internal ops software, and more. A healthcare industry veteran, Brad has helped startups evolve products and processes to reach users at scale. He believes that building relationships with colleagues, partners, and most importantly, end users are the keys to software success. He holds a bachelor's degree in engineering from Vanderbilt University, a master's in healthcare informatics from Lipscomb University, and plays CF for the Nashville Maroons vintage base ball club.

Brad Hughes

VP Product

An entrepreneur and former investment banker, Eric worked for DLJ/Credit Suisse First Boston before co-founding Currenex, Plumgood Food, and Tennessee Community Ventures, a VC firm. Eric served on the Board of the TVA from 2015-January 2019, and he teaches an entrepreneurship class to high school students. A Miami native and diehard 'Canes and Dolphins fan, Eric went to Amherst College. After years in NYC and then San Francisco, he and his wife moved to Nashville, her hometown, to raise their kids. When he's not breathing life into startup companies, Eric loves to ski, play soccer, and practice yoga.

Eric Satz

Founder and CEO

Gary brings 30 years’ experience advising fast-growing companies from inception to exit. Gary began his legal career at Willkie Farr & Gallagher LLP and Marsh & McLennan Companies. He then turned to helping start-ups as their general counsel. Currently, his practice is devoted to supporting leaders in FinTech and other SaaS/cloud categories as they grow. He’s a graduate of NYU Law and Dartmouth College.

Gary Hirsch

General Counsel

Jacob began his career at a healthcare startup in a variety of roles spanning customer experience, marketing, and most recently product management. Jacob’s product experience has included products geared towards healthcare consumers and HR/clinical staff, as well as internal support tools and API products. Jacob graduated from Vanderbilt University with degrees in Philosophy and Human and Organizational Development. On the weekends Jacob is likely at a concert, obsessing over how to make the perfect pizza, or cleaning his sneaker collection.

Jacob Beck

Product Manager

Jen’s core skillset is in strategic growth with a focus on consumer adoption of digital products. With 15 years of experience in media, marketing and startup operations, she’s built a track record of translating technical topics into real-world value that moves consumers to action, from go-to-market strategy to product positioning. She spent a decade in New York City building digital growth strategies for media brands such as Good Housekeeping and truTV and moved to Berlin, Germany to help launch a B2C startup. A passion for storytelling and a deep interest in why consumers behave the way they do have been the guiding principles throughout her career.

Jen Kay

VP Marketing

James is entrepreneurial by nature. His dedication to helping people and making their lives better drives him to structure top notch relationships and integrations with leading investment platforms and strategic partners -- providing a diverse array of investment opportunities for Alto's clients. James co-founded ShaveFace, a CPG shaving startup in 2014, and has since been a consultant to a number of businesses, at various stages, ranging in industry from private dining events to women’s cosmetics. James loves cooking, yoga, travel, singing, the ocean, tahini, and just about anything he can read. He’s from coastal Connecticut, and has a bachelor’s from Colby College.

James O'Brien

VP Partnerships + Integrations

Josh began his legal career while working as a police officer for the Metro Nashville Police Department where he served as a detective, crisis negotiator and recruit instructor. Most recently Josh lead legal and compliance at Cumberland Trust and Investment Company as Senior Counsel. Josh has a bachelor’s and master’s degree in psychology, and a law degree from the Nashville School of Law. During his free time, Josh enjoys running, hiking, gardening with his wife and taking in local soccer with his son.

Josh Mayo

VP Compliance

Kate loves getting to the bottom of things and helping people. As the Director of Client Experience, she engages Investors and Issuers to deliver a best in class investment experience. Prior to AltoIRA, Kate worked in Risk Management for the FDIC as a Financial Institution Specialist and FINRA. Outside of work, Kate enjoys cooking, rowing competitively, and watching Jon Stewart re-runs. Originally from South Florida, she holds a degree in finance from George Washington University and loves a good hiking story.

Kate Mellinger

Director, Client Experience

Many moons ago, Katherine was hired on the spot for a web design position with only a print portfolio. Since then she has designed sites and digital campaigns for clients like Oracle, Microsoft, the State of Tennessee and the NFL, and online games for Nick Jr and Financial Times. Katherine is an experienced creative professional with demonstrated history in UI/UX, Design Thinking, building strong brands, and developing collaborative teams. She has worked at agencies, magazines and a series of start-ups. When she’s not at work she can be found seeking out live music or dancing in kitchens.

Katherine Terrell

VP Creative

Katrina Welty graduated from Vanderbilt in '07 and was the second employee of then start up Change Healthcare. Supporting the growth of the company to 80+ people over seven years, Welty designed integration, support, and implementation methodologies for Change Healthcare’s strategic partner market and managed product marketing for the company. After leaving Change, she went to work as the VP of Product for Artist Growth, a music business management start-up, gaining experience in the direct to consumer market.

Katrina Welty

Chief Product Officer

Riley loves advocating for financial literacy in his social circles and enjoys investing in his free time. With the help of his father, he began contributing to a Roth IRA at 17, and has been investing ever since. Riley came to Alto by way of New York City after spending two years with the FDIC’s division of Risk Management Supervision. Originally from Salt Lake City, he has a deep appreciation for the outdoors and snow-sports, and occasionally claims to be one of Nashville’s best skiers.

Riley Lawton

Client Experience

Will graduated from The College of New Jersey in 2017 and has previous experience in risk management as a Financial Institutions Specialist with the FDIC. Will also has successfully passed levels I & II of the Chartered Financial Analyst exam. As a financial analyst, Will is primarily responsible for modeling financial performance and managing the internal treasury function. Outside of work, Will enjoys biking, hockey, and hiking. Originally from the Philadelphia area, He is an avid Eagles and Flyers fan.

Will Sulpizio

Finance

Alto: The Alternative IRA™

coming soon

Our Team

Izzy is a senior financial services executive experienced in domestic and international wealth and banking businesses with strengths in managing front, middle and support functions in FINRA registered broker dealers. Throughout his career, Izzy developed policy and execution plans to improve sales strategies, mitigate regulatory and operational risk. In addition, he designed compliance and risk assessments and governance models that are easily adaptable on the line. Izzy is known for aggressive and successful implementations, championing technology initiatives and developing strong, collaborative strategic partnerships.

Adam (Izzy) Israel

SVP Distribution

Izzy is a senior financial services executive experienced in domestic and international wealth and banking businesses with strengths in managing front, middle and support functions in FINRA registered broker dealers. Throughout his career, Izzy developed policy and execution plans to improve sales strategies, mitigate regulatory and operational risk. In addition, he designed compliance and risk assessments and governance models that are easily adaptable on the line. Izzy is known for aggressive and successful implementations, championing technology initiatives and developing strong, collaborative strategic partnerships.

Adam (Izzy) Israel

SVP Distribution

Adam (Izzy) Israel

Andrea is drawn to big, complex problems that impact our society as a whole and how individuals live and thrive. Through her experience across healthcare, product, and financial services industries, she has honed her problem-solving and execution skills. As an operator for companies large and small, she’s developed a strong muscle for driving priorities, measuring outcomes, and delivering results. On the weekends she and her family can usually be found on the sidelines of a soccer field or at the trailhead of a mountain biking path.

Andrea Kampine

Chief Operations Officer

Andrea is drawn to big, complex problems that impact our society as a whole and how individuals live and thrive. Through her experience across healthcare, product, and financial services industries, she has honed her problem-solving and execution skills. As an operator for companies large and small, she’s developed a strong muscle for driving priorities, measuring outcomes, and delivering results. On the weekends she and her family can usually be found on the sidelines of a soccer field or at the trailhead of a mountain biking path.

Andrea Kampine

Chief Operations Officer

Andrea Kampine

Brad brings his experience managing products across desktop apps and APIs, consumer facing tools, internal ops software, and more. A healthcare industry veteran, Brad has helped startups evolve products and processes to reach users at scale. He believes that building relationships with colleagues, partners, and most importantly, end users are the keys to software success. He holds a bachelor's degree in engineering from Vanderbilt University, a master's in healthcare informatics from Lipscomb University, and plays CF for the Nashville Maroons vintage base ball club.

Brad Hughes

VP Product

Brad brings his experience managing products across desktop apps and APIs, consumer facing tools, internal ops software, and more. A healthcare industry veteran, Brad has helped startups evolve products and processes to reach users at scale. He believes that building relationships with colleagues, partners, and most importantly, end users are the keys to software success. He holds a bachelor's degree in engineering from Vanderbilt University, a master's in healthcare informatics from Lipscomb University, and plays CF for the Nashville Maroons vintage base ball club.

Brad Hughes

VP Product

Brad Hughes

An entrepreneur and former investment banker, Eric worked for DLJ/Credit Suisse First Boston before co-founding Currenex, Plumgood Food, and Tennessee Community Ventures, a VC firm. Eric served on the Board of the TVA from 2015-January 2019, and he teaches an entrepreneurship class to high school students. A Miami native and diehard 'Canes and Dolphins fan, Eric went to Amherst College. After years in NYC and then San Francisco, he and his wife moved to Nashville, her hometown, to raise their kids. When he's not breathing life into startup companies, Eric loves to ski, play soccer, and practice yoga.

Eric Satz

Founder and CEO

An entrepreneur and former investment banker, Eric worked for DLJ/Credit Suisse First Boston before co-founding Currenex, Plumgood Food, and Tennessee Community Ventures, a VC firm. Eric served on the Board of the TVA from 2015-January 2019, and he teaches an entrepreneurship class to high school students. A Miami native and diehard 'Canes and Dolphins fan, Eric went to Amherst College. After years in NYC and then San Francisco, he and his wife moved to Nashville, her hometown, to raise their kids. When he's not breathing life into startup companies, Eric loves to ski, play soccer, and practice yoga.

Eric Satz

Founder and CEO

Eric Satz

Gary brings 30 years’ experience advising fast-growing companies from inception to exit. Gary began his legal career at Willkie Farr & Gallagher LLP and Marsh & McLennan Companies. He then turned to helping start-ups as their general counsel. Currently, his practice is devoted to supporting leaders in FinTech and other SaaS/cloud categories as they grow. He’s a graduate of NYU Law and Dartmouth College.

Gary Hirsch

General Counsel

Gary brings 30 years’ experience advising fast-growing companies from inception to exit. Gary began his legal career at Willkie Farr & Gallagher LLP and Marsh & McLennan Companies. He then turned to helping start-ups as their general counsel. Currently, his practice is devoted to supporting leaders in FinTech and other SaaS/cloud categories as they grow. He’s a graduate of NYU Law and Dartmouth College.

Gary Hirsch

General Counsel

Gary Hirsch

Jacob began his career at a healthcare startup in a variety of roles spanning customer experience, marketing, and most recently product management. Jacob’s product experience has included products geared towards healthcare consumers and HR/clinical staff, as well as internal support tools and API products. Jacob graduated from Vanderbilt University with degrees in Philosophy and Human and Organizational Development. On the weekends Jacob is likely at a concert, obsessing over how to make the perfect pizza, or cleaning his sneaker collection.

Jacob Beck

Product Manager

Jacob began his career at a healthcare startup in a variety of roles spanning customer experience, marketing, and most recently product management. Jacob’s product experience has included products geared towards healthcare consumers and HR/clinical staff, as well as internal support tools and API products. Jacob graduated from Vanderbilt University with degrees in Philosophy and Human and Organizational Development. On the weekends Jacob is likely at a concert, obsessing over how to make the perfect pizza, or cleaning his sneaker collection.

Jacob Beck

Product Manager

Jacob Beck

Jen’s core skillset is in strategic growth with a focus on consumer adoption of digital products. With 15 years of experience in media, marketing and startup operations, she’s built a track record of translating technical topics into real-world value that moves consumers to action, from go-to-market strategy to product positioning. She spent a decade in New York City building digital growth strategies for media brands such as Good Housekeeping and truTV and moved to Berlin, Germany to help launch a B2C startup. A passion for storytelling and a deep interest in why consumers behave the way they do have been the guiding principles throughout her career.

Jen Kay

VP Marketing

Jen’s core skillset is in strategic growth with a focus on consumer adoption of digital products. With 15 years of experience in media, marketing and startup operations, she’s built a track record of translating technical topics into real-world value that moves consumers to action, from go-to-market strategy to product positioning. She spent a decade in New York City building digital growth strategies for media brands such as Good Housekeeping and truTV and moved to Berlin, Germany to help launch a B2C startup. A passion for storytelling and a deep interest in why consumers behave the way they do have been the guiding principles throughout her career.

Jen Kay

VP Marketing

Jen Kay

James is entrepreneurial by nature. His dedication to helping people and making their lives better drives him to structure top notch relationships and integrations with leading investment platforms and strategic partners -- providing a diverse array of investment opportunities for Alto's clients. James co-founded ShaveFace, a CPG shaving startup in 2014, and has since been a consultant to a number of businesses, at various stages, ranging in industry from private dining events to women’s cosmetics. James loves cooking, yoga, travel, singing, the ocean, tahini, and just about anything he can read. He’s from coastal Connecticut, and has a bachelor’s from Colby College.

James O'Brien

VP Partnerships + Integrations

James is entrepreneurial by nature. His dedication to helping people and making their lives better drives him to structure top notch relationships and integrations with leading investment platforms and strategic partners -- providing a diverse array of investment opportunities for Alto's clients. James co-founded ShaveFace, a CPG shaving startup in 2014, and has since been a consultant to a number of businesses, at various stages, ranging in industry from private dining events to women’s cosmetics. James loves cooking, yoga, travel, singing, the ocean, tahini, and just about anything he can read. He’s from coastal Connecticut, and has a bachelor’s from Colby College.

James O'Brien

VP Partnerships + Integrations

James O'Brien

Josh began his legal career while working as a police officer for the Metro Nashville Police Department where he served as a detective, crisis negotiator and recruit instructor. Most recently Josh lead legal and compliance at Cumberland Trust and Investment Company as Senior Counsel. Josh has a bachelor’s and master’s degree in psychology, and a law degree from the Nashville School of Law. During his free time, Josh enjoys running, hiking, gardening with his wife and taking in local soccer with his son.

Josh Mayo

VP Compliance

Josh began his legal career while working as a police officer for the Metro Nashville Police Department where he served as a detective, crisis negotiator and recruit instructor. Most recently Josh lead legal and compliance at Cumberland Trust and Investment Company as Senior Counsel. Josh has a bachelor’s and master’s degree in psychology, and a law degree from the Nashville School of Law. During his free time, Josh enjoys running, hiking, gardening with his wife and taking in local soccer with his son.

Josh Mayo

VP Compliance

Josh Mayo

Kate loves getting to the bottom of things and helping people. As the Director of Client Experience, she engages Investors and Issuers to deliver a best in class investment experience. Prior to AltoIRA, Kate worked in Risk Management for the FDIC as a Financial Institution Specialist and FINRA. Outside of work, Kate enjoys cooking, rowing competitively, and watching Jon Stewart re-runs. Originally from South Florida, she holds a degree in finance from George Washington University and loves a good hiking story.

Kate Mellinger

Director, Client Experience

Kate loves getting to the bottom of things and helping people. As the Director of Client Experience, she engages Investors and Issuers to deliver a best in class investment experience. Prior to AltoIRA, Kate worked in Risk Management for the FDIC as a Financial Institution Specialist and FINRA. Outside of work, Kate enjoys cooking, rowing competitively, and watching Jon Stewart re-runs. Originally from South Florida, she holds a degree in finance from George Washington University and loves a good hiking story.

Kate Mellinger

Director, Client Experience

Kate Mellinger

Many moons ago, Katherine was hired on the spot for a web design position with only a print portfolio. Since then she has designed sites and digital campaigns for clients like Oracle, Microsoft, the State of Tennessee and the NFL, and online games for Nick Jr and Financial Times. Katherine is an experienced creative professional with demonstrated history in UI/UX, Design Thinking, building strong brands, and developing collaborative teams. She has worked at agencies, magazines and a series of start-ups. When she’s not at work she can be found seeking out live music or dancing in kitchens.

Katherine Terrell

VP Creative

Many moons ago, Katherine was hired on the spot for a web design position with only a print portfolio. Since then she has designed sites and digital campaigns for clients like Oracle, Microsoft, the State of Tennessee and the NFL, and online games for Nick Jr and Financial Times. Katherine is an experienced creative professional with demonstrated history in UI/UX, Design Thinking, building strong brands, and developing collaborative teams. She has worked at agencies, magazines and a series of start-ups. When she’s not at work she can be found seeking out live music or dancing in kitchens.

Katherine Terrell

VP Creative

Katherine Terrell

Katrina Welty graduated from Vanderbilt in '07 and was the second employee of then start up Change Healthcare. Supporting the growth of the company to 80+ people over seven years, Welty designed integration, support, and implementation methodologies for Change Healthcare’s strategic partner market and managed product marketing for the company. After leaving Change, she went to work as the VP of Product for Artist Growth, a music business management start-up, gaining experience in the direct to consumer market.

Katrina Welty

Chief Product Officer

Katrina Welty graduated from Vanderbilt in '07 and was the second employee of then start up Change Healthcare. Supporting the growth of the company to 80+ people over seven years, Welty designed integration, support, and implementation methodologies for Change Healthcare’s strategic partner market and managed product marketing for the company. After leaving Change, she went to work as the VP of Product for Artist Growth, a music business management start-up, gaining experience in the direct to consumer market.

Katrina Welty

Chief Product Officer

Katrina Welty

Riley loves advocating for financial literacy in his social circles and enjoys investing in his free time. With the help of his father, he began contributing to a Roth IRA at 17, and has been investing ever since. Riley came to Alto by way of New York City after spending two years with the FDIC’s division of Risk Management Supervision. Originally from Salt Lake City, he has a deep appreciation for the outdoors and snow-sports, and occasionally claims to be one of Nashville’s best skiers.

Riley Lawton

Client Experience

Riley loves advocating for financial literacy in his social circles and enjoys investing in his free time. With the help of his father, he began contributing to a Roth IRA at 17, and has been investing ever since. Riley came to Alto by way of New York City after spending two years with the FDIC’s division of Risk Management Supervision. Originally from Salt Lake City, he has a deep appreciation for the outdoors and snow-sports, and occasionally claims to be one of Nashville’s best skiers.

Riley Lawton

Client Experience

Riley Lawton

Will graduated from The College of New Jersey in 2017 and has previous experience in risk management as a Financial Institutions Specialist with the FDIC. Will also has successfully passed levels I & II of the Chartered Financial Analyst exam. As a financial analyst, Will is primarily responsible for modeling financial performance and managing the internal treasury function. Outside of work, Will enjoys biking, hockey, and hiking. Originally from the Philadelphia area, He is an avid Eagles and Flyers fan.

Will Sulpizio

Finance

Will graduated from The College of New Jersey in 2017 and has previous experience in risk management as a Financial Institutions Specialist with the FDIC. Will also has successfully passed levels I & II of the Chartered Financial Analyst exam. As a financial analyst, Will is primarily responsible for modeling financial performance and managing the internal treasury function. Outside of work, Will enjoys biking, hockey, and hiking. Originally from the Philadelphia area, He is an avid Eagles and Flyers fan.

Will Sulpizio

Finance

Will Sulpizio

Directors

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