Keith Jarrett, Founder and President of Rockport Solutions, a privately owned New York City-based company that focuses on automated solutions for the real estate and asset securitization industries. Mr. Jarrett also serves as a private advisor and investor to venture firms, as well as a board member of several companies. From 1986-2001, he  was a founding member and senior executive of Thomson Financial, a leading vendor of information and technology solutions to the global financial community. During this time, he founded and directed Thomson Financial’s Corporate Venture Capital Group, served as the CEO of all non-US operations for seven years, and founded and developed many of the products and services for Thomson Financial’s Straight Through Processing (“STP”) initiatives, including the Thomson Electronic Settlement Group (now “Omgeo”). He joined Thomson Financial in 1986, with the acquisition of First Call/Technical Data Corporation, where he was a Principal and Chief Economist. Mr. Jarrett has an M.B.A. from the University of Massachusetts, Amherst and a Ph.D. in Financial Economics from Harvard Business School. He worked as a Research Associate at the Harvard Business School and as a Professor at Simmons College Graduate Management Program. He previously served as a Captain in the U.S. Army after graduating with honors from the United States Military Academy at West Point.

Josh Lewis, Chairman of the PFS Advisory Board, is Founder and Managing Principal of Salmon River Capital (www.salmonrivercapital.com), a leading investor in the financial services technologies sector. He has over 20 years of venture capital and private equity experience across a broad range of growth industries. Previously, he was a Partner of Warburg Pincus, where he served for over a decade, and a Partner of Forstmann Little & Co. He was also previously associated with Lehman Bros. and Noble Grossart Ltd.

George McCulloch, Managing Director of Insight Venture Partners, a private equity/venture capital firm that invested in PFS in 2005.  Mr. McCulloch joined Insight in 2002. He was formerly an Associate at Summit Partners in Palo Alto from 1999-2002, where he executed growth stage investments in software, semiconductors and communication services. Prior to Summit Mr. McCulloch held various roles at Sven Technologies, Inc., in Palo Alto, California, a maker of graphics software. Mr. McCulloch received a BA in History from Stanford University, where he graduated with high honors and was Phi Beta Kappa.

Frank Smith, Co-Founder of PerTrac Financial Solutions. Mr. Smith launched the company with Milt Baehr in 1996 with the mission to provide solutions for the technological needs of the financial industry. His earlier experience include serving as a principal of Witter & Lester, Inc., a Registered Investment Advisor and Commodities Trading Advisor specializing in stock index futures and options, as well as Managing Director of both Morgan Keegan & Co., Inc. and Equitable Securities. Mr. Smith currently serves on the board of Crichton College and is actively engaged in fund-raising and leadership roles for various industry, community, and non-profit organizations. He graduated from Vanderbilt University with a BA in Economics.

Peter Sobiloff, Managing Director of Insight Venture Partners, a private equity/venture capital firm that invested in PFS in 2005. Mr. Sobiloff joined Insight in 1998 following the sale of Think Systems to i2 Technologies. Immediately prior to joining Insight, he was Vice President of Business Development at i2 Technologies (1997-1998). Mr. Sobiloff was previously President of Think Systems, a supply chain management software company backed by Insight. Prior to this, he was President of Datalogix, a vendor of enterprise application software for process manufacturers, and previously held senior executive roles at Ross Systems, a vendor of financial application software. Mr. Sobiloff guided Datalogix and Ross through their initial public offerings and the sale of Datalogix to Oracle Corporation. He graduated from Baruch University with a degree in Business Administration.