Stephen Mathai-Davis, CFA, CQF

Co-Founder and CEO

Stephen Mathai-Davis, CFA, CQF, is the Co-Founder and CEO of, a Forbes company. Stephen is a seasoned trader, top-ranked securities analyst, macro-portfolio strategist, full-stack data scientist and financial technologist who has built, launched and scaled consumer-focused financial products. His expertise includes portfolio management, investment research, trading, and managing financial technology systems.

Stephen has spent time researching investment themes on the ground in the United States, Europe, Latin America and Asia. His background positions him as a credible Forbes contributor and CNBC’s go-to strategist for AI, Quant and options trading.

Prior to starting, Stephen was an ex-competitive boxer and kickboxer with eight blackbelts across various martial arts disciplines. As a married father of two, he still manages to find time for his Sunday morning coffee and Peloton.