About Us

Portfolio Visualization and Research Monitoring Platform
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Ledgex Systems is transforming the way fund of funds, RIA’s, family offices, endowments and foundations, wealth advisors, pensions, consultants and administrators manage their portfolios, make investment decisions and meet investor demands. The powerful Ledgex platform is an integrated technology suite that streamlines front and middle office functions of investment management firms.

The Ledgex Platform was designed and built to provide multi-fund hedge and private equity managers the ability to systematically manage their portfolios and research, perform complex analytics and provide robust reporting, both internal and external to the firm. The comprehensive suite features modules including Ledgex Portfolio Management, Ledgex Research Management & Due Diligence, Ledgex Liquidity and Ledgex Investor Relations/CRM.

The Ledgex management team has over 25 years of experience servicing the alternative investment community and brings a deep understanding of leveraging software development to solve real industry challenges. Ledgex Systems is an independently managed affiliate of Eze Castle Integration delivering and supporting the Ledgex platform.

 Who uses Ledgex?

  • Consultants
  • Endowments & Foundations
  • Fund of Funds
  • Family Offices
  • Hedge Funds
  • PE Fund of Funds
  • Pensions
  • Private Equity
  • Real Estate
  • RIAs
  • Venture Capital
  • Wealth Advisors

Jaime BeanLinked In Profile

Managing Director

Jaime Bean serves as Managing Director for Ledgex Systems. With over 20 years of sales and sales management experience, Jaime is responsible for leading the company’s business development and marketing initiatives. Prior to joining Ledgex, Jaime was head of global sales for research management software company Code:Red (acquired by FactSet), where he successfully helped grow the business to a global client base and expanded its footprint from Boston to offices in New York, London, Europe and Asia. Jaime attended Syracuse University where he earned a BS in Business Administration with a minor in Economics.

Christopher McCoyLinked In Profile

Managing Director – Head of Software Development and Product Management

With over 17 years of financial services and software delivery experience, Chris McCoy leads Ledgex Systems’ software development and product management initiatives. Chris has worked with the Ledgex platform since 2008 and was instrumental in the initial requirements gathering and design of the application. Chris has worked for some of the most prominent firms in the industry, including Thomson Reuters and Scudder Kemper Investments. Prior to joining Ledgex Systems, Chris was a key member of the Eze Castle Integration Professional Services Group.

Lee McKinnonLinked In Profile

Director of Software Engineering – Application Architecture

With over 10 years of software development experience, Lee McKinnon leads the Software Engineering team and oversees the technical direction of the Ledgex platform. As a founding member of Ledgex, Lee has spent the last eight years developing Ledgex from the ground up. Prior to working at Ledgex, Lee worked at Eze Castle Integration as part of the Professional Services Group as a software engineer. There, he developed various business solutions for the hedge fund industry and began working on what became Ledgex. Lee graduated from Wentworth Institute of Technology in Boston where he earned a BS in Computer Engineering.

Brian NickersonLinkedIn Profile

Client Service Manager

With over 25 years of client service and client support experience, Brian Nickerson leads Ledgex Systems’ client services team. Brian has worked with the Ledgex platform since 2011 and as a liaison between the Ledgex client base and the professional services and development groups. He is deeply committed to ensuring a successful outcome for every client with whom he works and supports. Prior to joining Ledgex, Brian worked as the client services manager for a major office supply chain and has also held previous account management and support management roles. His organizational skills, attention to detail, and communication skills are what made him a perfect fit for this role.

Arun NairLinked In Profile

Director of Software Engineering – Database Architecture

Arun is the Director of Software Engineering and Database Architecture at Ledgex Systems. With over 10 years of software development experience, he manages the development and release team. Arun has been part of Ledgex since 2010 and was instrumental in designing and defining the database architecture for the Ledgex platform. Prior to joining Ledgex, he worked as a Software Engineer at CBS Outdoor(now Outfront Media) which provides digital media networks to retailers. Arun graduated with a Bachelor’s Degree in Information Technology from Pune University, India and subsequently a Masters in Computer Science from the State University of New York, Binghamton.

Board of Directors

John Cahaly

Chief Executive Officer
Eze Castle Integration

John Cahaly is CEO and Chairman of Eze Castle Integration, the leading provider of technology and IT services to the investment industry. In 1995, Cahaly co-founded Eze Castle Consulting, which spun off five successful businesses — Eze Castle Integration, Eze Software Group (formerly Eze Castle Software), Pivot Solutions, Code Red, Inc., and Ledgex Systems. John also serves on the board of directors for The ConvergEx Group.

John has more than 20 years of experience in computer engineering and business management and was instrumental in building the financial industry’s first Windows NT trading room that was used by Fleet Financial Group in 1996. Prior to co-founding Eze Castle, John worked at Digital Equipment Corporation for nine years holding various engineering positions including a senior role as a member of Digital’s Windows NT technical marketing group. John attended Northeastern University’s computer engineering program.

Mark Coriaty

Chief Strategy Officer
Eze Castle Integration

Mark is the SVP of product management, partnerships and corporate strategy at Eze Castle Integration, and provides executive oversight to Ledgex Systems, an Eze Castle company. Mark has nearly 20 years of management, client service and consulting experience within the financial services industry with firms including KPMG Consulting Capital Markets Group and Fidelity Investments.

Maria DeSousa

Chief Financial Officer
Eze Castle Integration

Maria is the Chief Financial Officer at Eze Castle Integration and provides corporate guidance to Ledgex Systems, an Eze Castle company. Maria has more than 15 years of finance, operations and technology expertise within the technology and financial services industries with companies including Factset, Code:Red and Eze Software Group.

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