Rakesh K. Kaul

Chairman of the Board, Chairman of Spherenomics and Innovairre

Rakesh began with Income Discovery as a strategic advisor and early investor, and he is now Chairman of the Board. He is also the Chairman of the Board at Spherenomics, a venture incubation company, and the Chairman of the Board at Innovairre, a leading marketing services company.

His previous roles include Senior Advisor to The Carlyle Group; Senior Advisor and Board Member of the Oriental Trading Company, a $600 million direct e-commerce marketer for educational and party goods; and President and CEO and Board Member of Hanover Direct, Inc.

Rakesh is a global executive and has worked largely in Japan, China, India, Canada and the U.S. His leadership and distinction have been demonstrated in consumer product, e-commerce and consumer finance businesses.

Rakesh received his undergraduate degree from Indian Institute of Technology, Delhi; his M.S. degree at Brown University; and his M.B.A. from the University of Chicago.

Shankar Iyer

Former CEO, Intertrust

Over the past 30 years, Shankar has had an exciting career in founding and building a financial services company. He founded Viteos in 2002; it went on to become a premier state of the art fund administration business. In 2019, he sold it to Intertrust and eventually sold Intertrust to CSC. Recently Shankar transitioned from an executive role at the company to a Board Advisor position. Earlier, Shankar was CEO of Silverline Technologies, a multinational technology services company, which was the first IT services company from India to list on the NYSE.

Since 2016, Shankar has been an avid supporter and donor to the Akanksha Foundation. His belief is that good quality education is the single largest solution to lift people out of poverty, which is a concept that Akanksha is built around. Recently Shankar assumed the role of Board President of Akanksha Education Fund.

Shankar has a degree in Science and Solid-State Electronics and an MBA from the University of Mumbai, India.

Shaun P. Mathews

Former Senior MD, Voya Investment Management

Shaun is a senior executive in the financial services industry and brings over 35 years of diverse experience to Income Discovery. He has served as a trusted advisor to several CEOs, and is valued for his experience, perspective, judgment, and objectivity.

Shaun most recently served as Senior Managing Director of Voya Investment Management where he was responsible for Distribution, Product Management and Marketing for its $225 billion global institutional and financial intermediary business with annual sales of $20+ billion and earnings of $200+ million. During his career, Shaun has held a variety of corporate and general management roles in wealth and investment management at Aetna, ING and Voya including roles as Director of Corporate Finance, International Treasury and M&A and Business Head for Defined Contribution and Annuity businesses.

Shaun holds a B.A. in Economics from College of the Holy Cross and an M.B.A. from the Johnson School of Business, Cornell University.

Roger Ochs

Former CEO, HD Vest Financial Services

Roger retired as the President and CEO of HD Vest Financial Services after 30 years. He guided it to become the leading financial services company that supports tax professionals and delivers comprehensive services such as securities, insurance, money management and banking. While at HD Vest, Roger was named by Accounting Today as one of the top names to know in the accounting industry.

Roger is currently a member of the board of eSecLending, a provider of securities financing, collateral and liquidity services to institutional investors and clearing organizations worldwide, and Chairman of the Board for Door, Inc. a residential real estate brokerage firm providing a vertically integrated technology platform to reduce transaction costs and improve satisfaction in the home ownership experience. He has been a strategic advisor to Income Discovery since 2020.

Roger has a M.B.A. from Trinity University and earned his law degree from Southern Methodist University.

William A. Eagan, III

Former Senior Investment Banker

William is a former Senior Investment Banker at UBS, JP Morgan and Lehman Brothers with senior relationships at many US financial institutions.

He partners with young fintech companies on business development by leveraging his channel partners and his long standing relationships.

V. Chandrashekhar (Chandy)

Former Senior Partner of Strategy& PwC

V. Chandrashekhar (Chandy) is a recently retired Senior Partner of Strategy& PwC.

Over a 30-year career at Strategy& PwC, Booz Allen, and Boston Consulting Group, Chandy has advised leading global financial institutions on strategy, performance improvement and transformation. He also spent over four years at Goldman Sachs in a strategy and planning role.

More recently, he is investing in, and advising fintech companies on strategy and growth topics.

Tai-Chin Tung

Former Executive Leader at Schwab & Fidelity

Tai-Chin has over 30 years of experience in the investment industry, having held executive leadership roles in the United States and abroad.

Tai-Chin’s multi-disciplined experience and multi-functional approach underpins her solution-oriented investment approach. Through her experience as a member of both Fidelity’s Asia Operating Committee and Charles Schwab Asset Management’s Investment Committee, Tai-Chin developed a unique combination of investment and distribution expertise that benefits a wide range of clients. In addition, her Operations background, spanning various geopolitical environments, enables her to take a global perspective in offering options and solutions for clients.

Since departing from Fidelity, Tai-Chin has dedicated her energy in organic farming, education, retirement planning and medical aspects of finance to promote the general well being of end clients. Her work focuses on investing directly in pre-public stage companies who have clear missions to create good and on providing strategic directions to private companies in the areas of growth and operating leverage.