Your browser is not supported. Please download the latest version of Chrome, Firefox or Internet Explorer.

LOYAL3 is using social technologies to democratize the capital markets, making stock ownership easy and affordable for everyone.

Read the Letter from CEO Barry Schneider

Barry Schneider

Chairman, President, & CEO

Barry has over 30 years experience investing in and leading high growth companies. As Chairman & CEO of MSA Industries, he led the company's growth from 200 to 2,000 employees, and a 63% CAGR during the 3-year period prior to its sale to DuPont. He then served nine years as Chairman and CEO, MacGregor Golf Company. Most recently, he was Managing Partner, The Parkside Group LLC. Barry has a history of creating shareholder value and leading global teams in strategy, marketing, finance and M&A.

UCLA BA.

Bill Blais

Executive Vice President

Bill has 28 years experience as an investment banker, most recently with Goldman, Sachs & Co. Bill joined Goldman in 2007 as a Managing Director in the Investment Banking Division and headed up of the firm’s corporate finance execution effort. He was responsible for leading the execution of complex equity, equity-linked and debt offerings in a wide range of industries. Prior to that, Bill spent 22 years at Morgan Stanley & Co., most recently as a Managing Director in the Global Capital Markets group.

Brown University BA; John F. Kennedy School of Government at Harvard University MPA.

Stephen Klein

Chief Creative Officer

Stephen has 27 years of experience specializing in disruptive consumer technologies and their impact on brands. He’s built, launched and managed technologies and brands at Hill Holliday Advertising (US and Europe), Dun & Bradstreet, Harley-Davidson, Internet Profiles Corp, Liquid Audio, StockPower and Line 6. Working closely with Chris Brahm, LOYAL3 Director, he was instrumental in the development of using stock ownership as a powerful branding and consumer loyalty currency.

UMass/Amherst BA; Harvard MBA.

Dana Schmidt

Chief Compliance Officer

Dana brings more than 20 years of compliance experience specializing in broker-dealer and investment advisor compliance. Prior to LOYAL3, Schmidt served for 7 years as Chief Compliance Officer and Chief Administrative Officer of Microplace, an eBay innovative online broker-dealer, and as a Trustee for the PayPal Mutual Funds. Prior to eBay, Dana was Integration Manager for Wells Fargo Fund’s $29 billion acquisition of Strong Financial. Prior to Wells, Schmidt spent thirteen years as Chief Administrative and Chief Compliance Officer for Montgomery Asset Management following several years at Morgan Stanley.

B.A. Haverford College; MBA Duke University.

Jeff Modisett

Chief Legal Officer

Jeff is the former Attorney General for the State of Indiana, previously serving as both a state and federal prosecutor. For 12 years, he served as legal advisor to Fortune 500 and high-technology companies on issues including consumer protection and privacy. Jeff has repeatedly been voted one of the top 100 lawyers in both CA and Indiana. Additionally, he served as co-CEO of TechNet, and deputy CEO and general counsel of the 2000 Democratic National Convention.

UCLA BA; Oxford MA; Yale JD.

Jack Thrift

Chief Financial Officer

Jack has over 20 years of securities industry experience focused on financial/technology companies. He previously served as CFO and COO of Merriman Holdings (NASDAQ), COO of White Oak Global Advisors, CFO and COO of Pacific Growth Equities and CFO of Transnational Financial (AMEX). Prior to his private industry experience, Jack served as a senior audit manager in the securities industry practices of Grant Thornton and Deloitte & Touche. Jack is also a CPA (inactive) in the state of California.

University of Southern California BS.

Robin Weiss

Senior VP, Strategic Partnerships

Robin has 30 years experience building capital markets businesses as well as advising on, and executing, corporate finance transactions at JPMorgan Chase and NYSE Euronext. Robin is a Board Member and Committee Chair of the Council for Economic Education, targeting K-12 financial literacy. She holds her Series 7, 63, 24, and 79 securities licenses.

Brandeis University BA; Wharton MBA.

Ramesh Ragineni

Senior VP, Engineering

Ramesh has 20 years of technology and management experience focused on extensive Technical Operations in the large-scale software as a service platforms. Most recently, he was a Sr. Director OnDemand Operations at SAP Cloud division, heading SAP's U.S Cloud Technical Operations for Business Intelligence, Collaboration solutions and driven Cloud architecture and developing cloud based applications powered by SAP In-memory technology. Prior to that, Ragineni was a director of Operations at Yousendit, the trusted global leader in digital content delivery. Prior to Yousendit, he was a Director at ILOG, Inc (an IBM Company) running global Information Technology.

Osmania University BS.

Marcel Olsder

VP, Engineering

Marcel has more than 17 years of engineering experience specializing in enterprise architecture, agile development and scalability. Prior to LOYAL3, Marcel served as Chief Technology Officer at huklup and co-founded startupSQUARE. Prior to that, Marcel worked for 7 years in various senior management roles at Seagate Technology, a leading provider of hard drive and storage solutions.

University of Groningen BS, MS.

Dan Garzia

VP, Marketing

Dan has 15 years of experience driving user growth and engagement for startups and established brands in financial services, online services, travel and gaming industries. Most recently, Dan was with Electronic Arts where he headed EA SPORTS Digital Marketing and Analytics globally. Prior to EA SPORTS, he ran Direct Marketing and Analytics for Travelocity and Travelers Insurance. At Travelers, Dan was a co-founder of the direct-to-consumer business. He began his career with Internet startup Kozmo.com.

Seattle University BS.

Andres Davidovits

VP, Product

Andres has led product design teams for over 15 years, successfully launching numerous mobile and web products. At Palm (now HP), Andres built and managed Palm's Usability Program. Co-founded EyeCron and RippleSend, both online media technology companies, and has led startups in product design and user experience.

UC Berkeley BA.

Blake Schneider

VP, Operations

Blake has 10 years of experience specializing in strategy, operations, and finance. He began his career with a strategic investment firm, The Parkside Group, immediately immersing himself in the operations at its portfolio company, MacGregor Golf Company. He has a wide range of experience and has contributed at the operating level in functional areas such as financial analysis, marketing, human resources, and product. He was instrumental in the acquisition of Greg Norman Collection.

UCSD BA.

Matt Gidney

VP, Marketing and Business Development

Matt has more than 15 years of marketing experience with an emphasis in marketing strategy, business development and sales. Prior to LOYAL3, Matt was VP of Sales and Marketing at RentJuice, which was later acquired by Zillow. Prior to RentJuice, Matt led marketing teams at Salesforce.com and Ogilvy & Mather.

Duke University BS; Harvard MBA.

Julia Cowles

General Counsel

Julia has over 20 years of experience in corporate law, specializing in capital markets and complex business transactions, with significant experience advising companies and underwriters on public offerings and compliance with SEC and FINRA regulations. Prior to LOYAL3, Julia was a partner at Davis Polk & Wardwell, a leading international law firm. While at Davis Polk, Julia worked on a broad range of capital markets transactions including complex and international offerings, as well as mergers and acquisitions, strategic transactions and general corporate matters. She is a member of the Board of Trustees of Hamilton College and a former member of the Corporations Committee of the State Bar of California.

Hamilton College AB; Fordham University JD.

Josh Rutberg

Managing Director

Before joining LOYAL3, Josh was a partner at Bain & Company. He was there for 15 years, helping companies solve their most complex business challenges including corporate and BU strategy, go-to-market transformations and organization improvement. In addition, Josh has advised a large number of private equity funds on numerous transactions. Before Bain, Josh spent 4 years at Coopers & Lybrand.

BS, MBA; University of Pennsylvania–Wharton.

Barry Schneider

Chairman, President, & CEO

Barry has over 30 years experience investing in and leading high growth companies. As Chairman & CEO of MSA Industries, he led the company's growth from 200 to 2,000 employees, and a 63% CAGR during the 3-year period prior to its sale to DuPont. He then served nine years as Chairman and CEO, MacGregor Golf Company. Most recently, he was Managing Partner, The Parkside Group LLC. Barry has a history of creating shareholder value and leading global teams in strategy, marketing, finance and M&A.

UCLA BA.

Stephen Klein

Chief Creative Officer

Stephen has 27 years of experience specializing in disruptive consumer technologies and their impact on brands. He’s built, launched and managed technologies and brands at Hill Holliday Advertising (US and Europe), Dun & Bradstreet, Harley-Davidson, Internet Profiles Corp, Liquid Audio, StockPower and Line 6. Working closely with Chris Brahm, LOYAL3 Director, he was instrumental in the development of using stock ownership as a powerful branding and consumer loyalty currency.

UMass/Amherst BA; Harvard MBA.

Chris Brahm

Director

Chris is a Partner and Director of Bain & Company, where he leads the North American Technology Practice. Broad experience and relationships across most layers of the technology stack. Works with companies ranging from Global 100 to startups.

Stanford BA; Harvard MBA.

Chris Kelly

Director

Chris Kelly is a Silicon Valley-based attorney who represents innovative companies on privacy, security, safety and regulatory affairs. Most recently, Chris was a Democratic candidate for Attorney General of California. As Facebook’s first Chief Privacy Officer, General Counsel, and Head of Global Public Policy, Chris helped build the company from its college roots to a service for everyone and worked with Attorneys General in all 50 states to develop effective safeguards protecting children from online sexual predators.

Georgetown BA in Government and Philosophy; Yale, MA in Political Science; Harvard JD.

Jim Hale

Director

Jim has 30 years management experience in banking and investment. Jim founded FTV Capital in 1998 where he remains a Founding Partner. Prior to that, Jim served as Senior Managing Partner at Montgomery Securities where he was responsible for over 200 transactions. He also co-founded the Montgomery Financial Fund.

GBS from the University of California at Berkeley; MBA from Harvard University and is a CPA.

Marc Metcalf

Director

Marc is an independent management consultant. Prior to establishing his practice in 1997, Marc was President of GE Capital Insurance Services, which he led through growth from a small unit into a $700 million diversified insurance business. Before joining GE Capital in 1990, he spent five years as a management consultant with McKinsey & Co.

B.S.F.S. in International Finance from Georgetown University.

Kay Koplovitz

Advisor

Kay is the Founder of USA Network, The Sci-Fi Channel and USA Networks International. While at USA, she created the business model for cable networks by introducing the concept of dual revenue streams- licensing and advertising. Kay was the Presidentially-appointed Chair of the National Women’s Business Council (1998-2001), and has served on the boards of Oracle, Nabisco, Instinet and General Re. Kay is presently Chairman of the Board of Kate Spade & Company, and serves on the Board of Directors for CA Technology and ION Media.

University of Wisconsin BS; Michigan State University, MA in Communications.

Dixon Doll

Advisor

Dixon is Co-Founder and General Partner of DCM. Dixon has over 35 years of experience in the computer and communications industry, and was named as one of the Top 100 Venture Investors in Forbes for 4 consecutive years. He currently serves on the Board of Directors for DIRECTV and serves as Board Chairman for Network Equipment Technologies.

Kansas State University, B.S.E.E.; University of Michigan, MS & Ph.D. in Electrical Engineering.

Solomon D. "Sol" Trujillo

Advisor

Sol has over 30 years of experience leading large global companies in the U.S., E.U. and Asia, with a particular focus on telecommunications and technology. Sol was CEO of US West, Orange, and Telstra, and has served on the Boards of Bank of America, PepsiCo, EDS, and Gannett. Sol is Board Chairman of Silk Road Technologies in China, and currently serves on the Board of Directors for Target and Western Union.

University of Wyoming, BS; University of Wyoming, MBA.

Shaquille "Shaq" O’Neal

Advisor

Shaquille Rashaun O'Neal, nicknamed "Shaq", is a retired American professional basketball player, rapper, actor, businessman, reserve police officer, doctorate recipient and TNT NBA Analyst. He is widely perceived as one of the most dominant players in the history of the NBA and has ranked at the top of Forbes', BusinessWeek's and Nielsen's power lists. He has partnered with several leading companies over the past 22 years and has a longstanding relationship with the Boys & Girls Clubs of America.

Louisiana State University, BS; University of Phoenix, MBA; Barry University, PhD.

Nigel Morris

Advisor

Nigel is the managing partner of QED Investors. Nigel serves on the board of numerous for-profit companies, including Red Ventures, CANCapital, MediaMath, Prosper, and borro; and serves in an advisory capacity for General Atlantic Partners and Oliver Wyman Consulting. He is also on the board of National Geographic Ventures, ideas42, and the London Business School. Previously, Nigel co-founded Capital One Financial Services. Under Nigel's leadership, Capital One pioneered an information-based strategy that fundamentally transformed the consumer lending industry.

East London University, BSC; London Business School, MBA

Bill Cilluffo

Advisor

Bill is a partner of QED Investors. Prior to QED, Bill spent nearly 20 years at Capital One in several leadership roles, including Deputy Chief Credit Officer, GM of the International business and GM of the Co-Brand and Private Label credit card business. He was also responsible for the acquisition and post-merger integration of HSBC’s US credit card business. Bill is a coach and board member of McLean Little League and McLean Youth basketball. Bill has been an active angel investor for nearly a decade.

University of Michigan, BA

Let's Talk

Get in touch and let us know how we can help you.

1-855-2LOYAL3
(1-855-256-9253)

LOYAL3 Support Services
P.O. Box 26027
San Francisco, CA