BondView was designed by long-time individual muni bond investors who needed something more: a simple but powerful way to create, monitor and evaluate their muni bond portfolios.
We realised that most bond investors grapple with challenges such as:
These issues become even more pronounced for investors with municipal bonds spread across multiple brokerage accounts.
In the absence of a comprehensive view of their portfolios, making informed decisions can prove to be a daunting task. We created BondView to address these issues and more.
With a focus on making it easier for investors to better manage their bond portfolios, BondView is an invaluable tool for the growing municipal bond market. We are committed to enhancing our platform and forming partnerships with online brokerages to empower investors in a competitive municipal bond marketplace.
A 25-year financial technology veteran, Robert has worked at Goldman Sachs, JP Morgan, and Citibank. He founded Intrusion Detection Inc. and served as an Executive Vice President at RSA Security. A leading advocate for municipal bond transparency, Robert is a founding member of New York Angels.
Internet pioneer Gus has over 20 years of experience in technology, business, and marketing. He has created award-winning solutions for companies like Excite, iVillage, and The New York Times. Gus was also CTO of E-Commerce Solutions and Partsearch Technologies.
Saul, a global technology and marketing executive, has 25 years of experience across sectors including finance, investment, and business analytics. He has held leadership roles at Learnlight, OppenheimerFunds, and Barcelona Technology School, where he taught Digital Transformation Leadership.
Jeff is the CEO & Founder of WorkRails and Venture Partner at BoldStart Ventures. Previously, he was CEO and Founder of Work Market, OnForce.com, and Spinback. With extensive entrepreneurial experience, Jeff has held various executive and advisory roles in tech companies.
A 37-year bond market veteran, J.R. is the owner of Rieger Report LLC. Previously, he was the Managing Director and Global Head of Fixed Income Indices at S&P Dow Jones Indices. J.R. is a member of various financial organizations and holds degrees from Widener and Adelphi University.
Irv, a 35-year veteran-management consultant, has provided business strategy and key employee recruiting services. He has worked at PriceWaterhouseCoopers, Grant Thornton, and IBM. Irv has managed company acquisitions and served on corporate boards.
Jamie has 20 years of experience in technology and finance. Co-founder and COO of Sweigh Inc, he also spent over 10 years at JPMorgan as a Managing Director. His earlier career was dedicated to sales and business development roles at Salomon Brothers and Bank of New York.
Elana Kane recently served as a summer intern at BondView, where she conducted innovative research on the application of Artificial Intelligence (AI) to the municipal bond market. Her focus was on identifying distressed municipal bonds backed by real estate assets, particularly those trading at depressed prices, and exploring how real estate hedge funds can leverage AI for this purpose. Her work highlighted the importance of AI in transforming traditional investment strategies, offering speed and risk mitigation benefits. Elana earned her New York State real estate sale license at just 17 years old.
Partnering with industry leaders to deliver key municipal data insights
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