Advisory Board Member Profile

Timothy Stepan

Envestnet/Yodlee
Director Investment Research Sales

TIM STEPAN is a seasoned expert in bringing Alternative Data to the financial community, with nearly a decade experience in business development and sales specific to data. At present, he works at Envestnet/Yodlee the best source of consumer transaction data as a Director. Previously, he was at Dodge Data & Analytics, the best source of data for the US construction industry, where he led the development of Dodge’s financial services business. Prior to Dodge, Mr. Stepan was a founding member of DICSERN, one of the first data analytics companies focused on applying big data to institutional investors. At DISCERN he lead their Boston office and built a successful franchise.

Mr. Stepan started his financial career as an institutional equity salesperson working for Soleil Securities and Prudential Equity Group. He served as an officer in the US Marines and was deployed to Iraq in support of Operation Iraqi Freedom, where he served with distinction. Graduated from Stonehill College where he majored in economics.

Areas of Expertise

FinTech ​Strategies, FinTech ​Analytics

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