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Agile Financial Insights (AFI) is a new global financial technology company focused on delivering insightful risk analytics to the private wealth and fund management sector. We help clients understand overall and embedded risk more effectively.


AFI offers Institutional grade risk analysis delivering clear, concise analysis of market risks and exposures with the ability to compare client risk profile and results to market proxies. Analytics are delivered via robust, interactive data visualizations enabling clients to review exposures, identify risks, and focus on specific areas of interest.

Our values

Independence

We offer a fully unconflicted and independent view of your portfolio to better evaluate its performance and that of your advisors.

Collaboration

We work closely with owners and their advisors to deliver a clear and relevant picture of risk.

Discretion

We understand your data and the story it tells is highly confidential and have in place the highest quality data security and checks to ensure total discretion at all times.

Leadership team

Timothy F Keaney

Co-Founder

tk@agilefinancial.io

Tim is a C-suite strategist with more than 25 years of experience in the global financial services sector. Tim has deep knowledge of financial markets, sophisticated investment vehicles, asset management, country-by-country regulation, and impact of systems and technology on client service. He has extensive personal and professional contacts across the wealth sector in the US, Europe and Asia.

Tim spent 14 years at BNY Mellon, culminating as Vice Chairman and Member of BNY Mellon’s 12 person Executive Committee, the organization’s most senior management body, which oversees all day-to-day operations for the company. He was CEO of the largest BNY Mellon division (BNY Mellon Investment Services) consisting of six businesses with 40,000 employees globally, generating $10 billion in revenue and managing $28.5 trillion in assets under custody and administration representing 25% of the world’s investable assets.

Prior to this Tim held senior roles at Deutsche Bank, Bankers Trust and Mellon Bank.

Tim is a board member and Chairman of the Finance Committee of Unum Group. Other board positions have included Euroclear Bank S.A., (2010 – 2013), and the Association of Financial Markets Executive (2006 – 2010).

Ivan Royle

Co-Founder
Chief Marketing Officer

ir@agilefinancial.io

Ivan is a global marketing and communications leader with an entrepreneurial outlook and a deep understanding of market building and issues management across multiple sectors. He has management experience with leading global organisations focused on improving client experience, building market share, and developing brand.

With a career spanning 20 years in financial services, Ivan has held leadership positions at BNY Mellon Investment Services (Global Chief Marketing Officer (CMO) and Head of Communications), GE Capital (Head of Corporate Affairs EMEA), and GCI Financial (Account Director).

Gerard Callaghan

Co-Founder
Chief Operating Officer

gc@agilefinancial.io

Gerard Callaghan is an experienced financial services executive with over 30 years experience in banking, capital markets and investment management. He has held senior executive roles responsible for operations, technology and risk management at Citigroup, Bankers Trust Co, Deutsche Bank, US Trust, and Bank of America.

At US Trust, he was a member of the firm Management Committee. He has also served on many industry committees. Over his career, he has a proven record in identifying risks, planning and driving support for new business ventures, and delivering results.

Andrew Lapkin

Co-Founder
Chief Risk Officer and Head of Product Development

al@agilefinancial.io

Andrew is a financial risk specialist that has been working in the field of risk management for over 25 years. Previously, he was CEO of HedgeMark LLC, BNY Mellon’s hedge fund managed account platform and risk reporting business. Under Andrew’s leadership, HedgeMark’s platform, which launched in late 2012, grew to become the industry’s largest hedge fund managed account platform business with over 25 Billion in AUM. Prior to joining HedgeMark, Andrew was the President and Chief Operating Officer of Measurisk, a JP Morgan company that was formerly affiliated with The Bear Stearns Companies.

He has extensive experience in the areas of hedge fund strategies, holding-based risk analytics and securities analysis, including value-at-risk, stress testing and position-based analytics for multi-manager, multi-asset class, global portfolios. Andrew has an M.B.A. in finance and management from Columbia University and a B.A. in Economics from Lafayette College.

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